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KDK Private Wealth Management

Latest statistics and disclosures from KDK Private Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are EPD, IWV, IVV, FTEC, IWF, and represent 59.43% of KDK Private Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SSB, SPHQ, XOM, IVV, NEM, EPD, SPY, IWV, IEI, MBB.
Started 3 new stock positions in SPHQ, NEM, SSB.
Reduced shares in these 10 stocks: South State Corporation, TCBX, CORZ, MSFT, NVDA, FTEC, AAPL, CORZW, META, IWF.
Sold out of its positions in CORZ, CORZW, MSFT, NVDA, South State Corporation.
KDK Private Wealth Management was a net seller of stock by $-854k.
KDK Private Wealth Management has $99M in assets under management (AUM), dropping by 5.35%.
Central Index Key (CIK): 0001776910

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Positions held by KDK Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for KDK Private Wealth Management

KDK Private Wealth Management holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Enterprise Products Partners (EPD)	24.5	$24M		772k	31.27	View chart
Ishares Tr Russell 3000 Etf (IWV)	17.2	$17M		45k	378.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.9	$6.8M	+4%	10k	669.39	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	6.6	$6.5M	-3%	29k	222.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.3	$4.3M		9.1k	468.44	View chart
Ishares Tr Short Treas Bd (SHV)	2.9	$2.8M		26k	110.49	View chart
Vanguard World Inf Tech Etf (VGT)	2.2	$2.2M		3.0k	746.63	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	2.2	$2.2M		26k	81.94	View chart
Apple (AAPL)	2.1	$2.1M	-8%	8.1k	254.63	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	2.0	$1.9M	-2%	25k	76.34	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.8	$1.8M		26k	66.87	View chart
Select Sector Spdr Tr Technology (XLK)	1.8	$1.7M		6.2k	281.86	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	1.7	$1.7M		16k	102.87	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.4	$1.4M	-3%	20k	70.97	View chart
Vanguard World Financials Etf (VFH)	1.2	$1.2M		9.2k	131.24	View chart
Vanguard World Comm Srvc Etf (VOX)	1.2	$1.2M		6.3k	187.73	View chart
Newmark Group Cl A (NMRK)	1.1	$1.1M		60k	18.65	View chart
Exxon Mobil Corporation (XOM)	1.1	$1.1M	+45%	9.9k	112.75	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.1	$1.1M		22k	49.84	View chart
Southstate Bk Corp (SSB)	1.0	$1.0M	NEW	10k	98.87	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$960k		22k	44.69	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.9	$872k	-4%	3.6k	239.64	View chart
Vanguard World Health Car Etf (VHT)	0.9	$843k	-2%	3.3k	259.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$773k		8.8k	87.31	View chart
Meta Platforms Cl A (META)	0.8	$762k	-9%	1.0k	734.38	View chart
Halliburton Company (HAL)	0.8	$760k		31k	24.60	View chart
Vanguard World Consum Dis Etf (VCR)	0.7	$645k		1.6k	396.15	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.6	$608k	-2%	25k	24.72	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.6	$583k		3.3k	176.81	View chart
Chevron Corporation (CVX)	0.6	$579k	-8%	3.7k	155.29	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.6	$554k		1.7k	320.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$530k	+10%	795.00	666.18	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.5	$508k		5.5k	91.56	View chart
Sable Offshore Corp Com Shs (SOC)	0.4	$395k	-3%	23k	17.46	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$382k	-4%	3.2k	118.37	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$373k	NEW	5.1k	73.29	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.4	$372k	-2%	7.1k	52.42	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$370k		5.6k	65.91	View chart
Kimbell Rty Partners Unit (KRP)	0.3	$324k		24k	13.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$323k	-4%	1.5k	208.71	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$319k	-2%	5.7k	56.47	View chart
Vanguard World Industrial Etf (VIS)	0.3	$294k	-9%	992.00	296.29	View chart
Vanguard World Utilities Etf (VPU)	0.3	$283k	-3%	1.5k	189.41	View chart
Booking Holdings (BKNG)	0.3	$281k		52.00	5399.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$276k		754.00	365.34	View chart
Vanguard World Energy Etf (VDE)	0.3	$272k		2.2k	125.86	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.3	$268k		3.2k	83.41	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$260k		3.5k	74.35	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$260k		5.6k	46.12	View chart
Newmont Mining Corporation (NEM)	0.3	$252k	NEW	3.0k	84.31	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$247k	-4%	8.9k	27.81	View chart
Third Coast Bancshares (TCBX)	0.2	$237k	-57%	6.3k	37.97	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$234k		2.0k	119.46	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$226k		2.4k	95.15	View chart
Kinder Morgan (KMI)	0.2	$213k	-11%	7.5k	28.31	View chart

Past Filings by KDK Private Wealth Management

SEC 13F filings are viewable for KDK Private Wealth Management going back to 2025

KDK Private Wealth Management 2025 Q3 filed Nov. 13, 2025
KDK Private Wealth Management 2025 Q2 filed Aug. 13, 2025

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