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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 52.16% of KDK Private Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FETH, FBTC, GOOGL, XLK, NVDA, AAPL, MSFT, LRCX, XLY, AMZN.
Started 17 new stock positions in NVDA, PEP, QQQ, MRK, BN, FBTC, AVGO, WFC, LRCX, AMZN. MSFT, FETH, CMI, GOOGL, BRK.B, DVY, JPM.
Reduced shares in these 10 stocks: FTEC, IWF, VGT, IVV, VCR, SHV, VHT, FNCL, HAL, VIS.
KDK Private Wealth Management was a net buyer of stock by $16M.
KDK Private Wealth Management has $115M in assets under management (AUM), dropping by 16.11%.
Central Index Key (CIK): 0001776910

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Portfolio Holdings for KDK Private Wealth Management

KDK Private Wealth Management holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Enterprise Products Partners (EPD)	21.6	$25M		773k	32.06	View chart
Ishares Tr Russell 3000 Etf (IWV)	15.2	$18M		45k	386.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.0	$6.8M		10k	684.99	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	5.6	$6.5M		29k	224.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$4.2M	-2%	8.9k	473.35	View chart
Fidelity Ethereum SHS (FETH)	3.5	$4.0M	NEW	134k	29.61	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	3.4	$3.9M	NEW	52k	76.23	View chart
Apple (AAPL)	2.4	$2.8M	+26%	10k	271.87	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	2.4	$2.8M	-2%	25k	110.15	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.9	$2.2M		26k	82.48	View chart
Vanguard World Inf Tech Etf (VGT)	1.9	$2.1M	-4%	2.8k	753.78	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.7	$2.0M		26k	74.28	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	1.7	$1.9M	-2%	25k	77.74	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.6	$1.8M	+99%	12k	143.97	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	1.4	$1.6M		16k	102.16	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.3	$1.4M		20k	73.28	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.3M	+11%	11k	120.33	View chart
Vanguard World Comm Srvc Etf (VOX)	1.1	$1.2M		6.3k	193.64	View chart
Vanguard World Financials Etf (VFH)	1.1	$1.2M		9.1k	133.49	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.0	$1.1M		22k	49.19	View chart
Newmark Group Cl A (NMRK)	0.9	$1.0M		60k	17.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$1.0M		22k	46.59	View chart
Southstate Bk Corp (SSB)	0.8	$972k		10k	94.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$914k	NEW	2.9k	312.98	View chart
Vanguard World Health Car Etf (VHT)	0.8	$889k	-4%	3.1k	287.78	View chart
Meta Platforms Cl A (META)	0.8	$875k	+27%	1.3k	660.14	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.7	$840k	+93%	7.0k	119.41	View chart
Halliburton Company (HAL)	0.7	$830k	-4%	29k	28.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$781k		8.7k	89.46	View chart
Chevron Corporation (CVX)	0.6	$729k	+28%	4.8k	152.43	View chart
NVIDIA Corporation (NVDA)	0.6	$694k	NEW	3.7k	186.50	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.5	$596k	-2%	24k	24.77	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$587k	+53%	7.8k	75.05	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$582k	-2%	3.2k	181.21	View chart
Vanguard World Consum Dis Etf (VCR)	0.5	$572k	-10%	1.5k	393.92	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$543k	-2%	1.7k	323.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$542k		795.00	681.92	View chart
Microsoft Corporation (MSFT)	0.5	$542k	NEW	1.1k	483.83	View chart
Spdr Series Trust State Street Spd (MDYG)	0.4	$500k	-2%	5.4k	92.43	View chart
Lam Research Corp Com New (LRCX)	0.4	$426k	NEW	2.5k	171.18	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$380k		3.2k	117.72	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$377k		5.6k	67.21	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.3	$372k		7.0k	53.10	View chart
Sable Offshore Corp Com Shs (SOC)	0.3	$356k	+74%	40k	9.02	View chart
Amazon (AMZN)	0.3	$350k	NEW	1.5k	230.82	View chart
Broadcom (AVGO)	0.3	$344k	NEW	993.00	345.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$321k		1.5k	211.79	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$313k	NEW	2.2k	141.12	View chart
Cummins (CMI)	0.3	$312k	NEW	610.00	510.66	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$307k		5.6k	55.22	View chart
Newmont Mining Corporation (NEM)	0.3	$306k	+2%	3.1k	99.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$292k	NEW	581.00	502.65	View chart
Booking Holdings (BKNG)	0.2	$284k		53.00	5355.53	View chart
Kimbell Rty Partners Unit (KRP)	0.2	$283k		24k	11.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$282k		754.00	373.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$282k		5.6k	49.90	View chart
Merck & Co (MRK)	0.2	$280k	NEW	2.7k	105.25	View chart
Vanguard World Utilities Etf (VPU)	0.2	$268k	-3%	1.4k	185.04	View chart
Vanguard World Energy Etf (VDE)	0.2	$263k	-3%	2.1k	125.92	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$262k		3.5k	74.88	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$259k	-4%	3.1k	84.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$256k	NEW	795.00	322.41	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$255k	NEW	5.6k	45.89	View chart
Vanguard World Industrial Etf (VIS)	0.2	$255k	-14%	853.00	298.38	View chart
Third Coast Bancshares (TCBX)	0.2	$238k		6.3k	38.01	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$237k		8.8k	26.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$221k	NEW	359.00	614.79	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$214k	-5%	2.2k	95.21	View chart
Kinder Morgan (KMI)	0.2	$209k		7.6k	27.49	View chart
Pepsi (PEP)	0.2	$208k	NEW	1.5k	143.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$208k	-11%	1.7k	119.29	View chart
Wells Fargo & Company (WFC)	0.2	$202k	NEW	2.2k	93.19	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 Q4 restated filed Feb. 12, 2026
KDK Private Wealth Management 2025 Q4 filed Feb. 11, 2026
KDK Private Wealth Management 2025 Q3 filed Nov. 13, 2025
KDK Private Wealth Management 2025 Q2 filed Aug. 13, 2025

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