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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, FTEC, IVV, AAPL, and represent 56.96% of KDK Private Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XOM, IWV, EPD, QQQ, NEM, DVY, SOC, SPCX, MLPX, IVV.
Started 2 new stock positions in NEM, XOM.
Reduced shares in these 10 stocks: , AAPL, SPHQ, FTEC, IWF, VOX, SHV, FDIS, FNCL, VGT.
Sold out of its position in Exxon Mobil Corporation.
KDK Private Wealth Management was a net buyer of stock by $1.8M.
KDK Private Wealth Management has $126M in assets under management (AUM), dropping by 4.20%.
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 58 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Enterprise Products Partners (EPD)	22.3	$28M		786k	35.61	View chart
Ishares Tr Russell 3000 Etf (IWV)	16.6	$21M	+3%	48k	431.65	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	6.5	$8.2M		27k	300.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.0	$7.6M		9.9k	765.94	View chart
Apple (AAPL)	5.5	$6.9M	-3%	21k	333.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.5	$4.4M		36k	125.26	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	3.1	$3.9M		54k	72.64	View chart
Fidelity Ethereum SHS (FETH)	3.0	$3.7M		140k	26.57	View chart
Vanguard World Inf Tech Etf (VGT)	2.2	$2.8M		22k	125.67	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	2.1	$2.7M		24k	110.32	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.9	$2.4M		12k	195.75	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.8	$2.3M		26k	88.58	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.7	$2.1M		26k	81.70	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	1.4	$1.8M		24k	75.72	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	1.3	$1.6M	NEW	9.8k	162.74	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	1.2	$1.5M		16k	94.71	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.1	$1.4M		19k	72.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$1.2M		22k	55.00	View chart
Vanguard World Comm Srvc Etf (VOX)	0.9	$1.2M		6.1k	190.58	View chart
Vanguard World Financials Etf (VFH)	0.9	$1.1M		8.6k	130.09	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.9	$1.1M		22k	50.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$1.0M	+26%	6.9k	152.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.0M	+29%	1.4k	739.92	View chart
Southstate Bk Corp (SSB)	0.8	$1.0M		10k	99.56	View chart
Vanguard World Health Car Etf (VHT)	0.8	$966k		3.1k	316.04	View chart
Halliburton Company (HAL)	0.7	$927k		29k	31.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$801k		8.3k	96.89	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.6	$791k		23k	33.90	View chart
Meta Platforms Cl A (META)	0.6	$743k		1.0k	725.18	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.6	$731k		6.7k	108.84	View chart
Chevron Corporation (CVX)	0.5	$689k		3.4k	204.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$667k		874.00	762.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$661k		3.2k	209.45	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$579k		1.6k	356.90	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.4	$553k		5.3k	104.53	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.4	$504k	+45%	3.3k	150.86	View chart
Vanguard World Consum Dis Etf (VCR)	0.4	$499k		1.4k	364.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$446k	-33%	5.3k	84.07	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$427k		5.3k	81.15	View chart
Newmark Group Cl A (NMRK)	0.3	$409k		33k	12.26	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$376k	+45%	5.4k	69.81	View chart
Sable Offshore Corp Com Shs (SOC)	0.3	$369k	+109%	107k	3.46	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.3	$365k		6.5k	55.74	View chart
Vanguard World Energy Etf (VDE)	0.3	$347k		2.0k	172.16	View chart
Kimbell Rty Partners Unit (KRP)	0.3	$343k		24k	14.28	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.3	$337k		1.5k	231.03	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.3	$329k		3.0k	110.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$315k		5.6k	55.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$314k		754.00	416.24	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$293k		3.5k	83.56	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$291k		11k	27.18	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$263k		5.1k	51.05	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$261k		2.9k	88.51	View chart
Vanguard World Utilities Etf (VPU)	0.2	$243k		1.4k	171.00	View chart
Vanguard World Industrial Etf (VIS)	0.2	$234k		729.00	320.51	View chart
Newmont Mining Corporation (NEM)	0.2	$232k	NEW	2.0k	115.33	View chart
Kinder Morgan (KMI)	0.2	$228k		7.6k	30.15	View chart
Booking Holdings (BKNG)	0.2	$212k		1.3k	162.91	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 2026 Q3 filed Nov. 3, 2026
KDK Private Wealth Management 2026 Q2 filed Aug. 13, 2026
KDK Private Wealth Management 2026 Q1 filed April 29, 2026
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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