KDT Advisors
Latest statistics and disclosures from KDT Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VOO, AAPL, AAPL, MSFT, and represent 23.65% of KDT Advisors's stock portfolio.
- Added to shares of these 10 stocks: SHV, IGSB, VGSH, SHY, SGOV, TTE, SMH, AMZN, GOOGL, ADP.
- Started 7 new stock positions in IGSB, SGOV, TTE, VGSH, SHV, SHY, SMH.
- Reduced shares in these 10 stocks: MSFT, AAPL, SBUX, KMB, , GLW, BRK.B, NKE, ABBV, HD.
- Sold out of its positions in ECL, HD, KMB, NKE, CRM, SBUX, UNH.
- KDT Advisors was a net buyer of stock by $32k.
- KDT Advisors has $129M in assets under management (AUM), dropping by 108.50%.
- Central Index Key (CIK): 0002054458
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Portfolio Holdings for KDT Advisors
KDT Advisors holds 127 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.8 | $8.8M | 14k | 612.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.8 | $8.8M | 14k | 612.38 |
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| Apple (AAPL) | 3.5 | $4.5M | -10% | 18k | 254.63 |
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| Apple (AAPL) | 3.3 | $4.3M | -10% | 17k | 254.63 |
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| Microsoft Corporation (MSFT) | 3.2 | $4.1M | -34% | 8.0k | 517.95 |
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| Microsoft Corporation (MSFT) | 3.1 | $4.1M | -34% | 7.8k | 517.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 3.0 | $3.9M | 28k | 140.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 3.0 | $3.9M | 28k | 140.95 |
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| Ishares Tr Short Treas Bd (SHV) | 2.6 | $3.3M | NEW | 30k | 110.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.9M | +4% | 12k | 243.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.8M | +4% | 12k | 243.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $2.1M | 9.9k | 215.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $2.1M | 9.9k | 215.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.0M | -12% | 4.0k | 502.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.0M | -12% | 4.0k | 502.74 |
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| Oracle Corporation (ORCL) | 1.3 | $1.7M | -4% | 6.1k | 281.24 |
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| Oracle Corporation (ORCL) | 1.3 | $1.7M | -4% | 5.9k | 281.24 |
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| NVIDIA Corporation (NVDA) | 1.2 | $1.6M | 8.6k | 186.58 |
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| NVIDIA Corporation (NVDA) | 1.2 | $1.6M | 8.6k | 186.58 |
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| Visa Com Cl A (V) | 1.0 | $1.3M | -7% | 3.8k | 341.38 |
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| Visa Com Cl A (V) | 0.9 | $1.2M | -7% | 3.6k | 341.38 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | 3.7k | 315.43 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | 3.7k | 315.43 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.1M | -3% | 10k | 112.75 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.1M | -3% | 10k | 112.75 |
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| Procter & Gamble Company (PG) | 0.9 | $1.1M | -14% | 7.2k | 153.65 |
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| Procter & Gamble Company (PG) | 0.9 | $1.1M | -14% | 7.2k | 153.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.1M | 3.4k | 328.17 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.1M | 3.4k | 328.17 |
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| Goldman Sachs (GS) | 0.7 | $964k | 1.2k | 796.35 |
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| Meta Platforms Cl A (META) | 0.7 | $948k | -3% | 1.3k | 734.38 |
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| Johnson & Johnson (JNJ) | 0.7 | $908k | -17% | 4.9k | 185.42 |
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| Goldman Sachs (GS) | 0.7 | $898k | 1.1k | 796.35 |
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| Meta Platforms Cl A (META) | 0.7 | $892k | -3% | 1.2k | 734.38 |
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| Johnson & Johnson (JNJ) | 0.7 | $860k | -17% | 4.6k | 185.42 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $834k | NEW | 16k | 53.03 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $829k | NEW | 14k | 58.85 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $828k | NEW | 10k | 82.96 |
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| Union Pacific Corporation (UNP) | 0.6 | $825k | -19% | 3.5k | 236.37 |
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| Amazon (AMZN) | 0.6 | $814k | +20% | 3.7k | 219.57 |
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| Automatic Data Processing (ADP) | 0.6 | $786k | +16% | 2.7k | 293.50 |
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| Union Pacific Corporation (UNP) | 0.6 | $785k | -19% | 3.3k | 236.37 |
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| Amphenol Corp Cl A (APH) | 0.6 | $773k | -14% | 6.3k | 123.75 |
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| Amphenol Corp Cl A (APH) | 0.6 | $773k | -14% | 6.3k | 123.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $762k | -8% | 3.7k | 208.71 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $762k | -8% | 3.7k | 208.71 |
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| Automatic Data Processing (ADP) | 0.6 | $748k | +16% | 2.5k | 293.50 |
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| Amazon (AMZN) | 0.6 | $743k | +20% | 3.4k | 219.57 |
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| Honeywell International (HON) | 0.6 | $726k | -9% | 3.4k | 210.50 |
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| Honeywell International (HON) | 0.6 | $726k | -9% | 3.4k | 210.50 |
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| Zoetis Cl A (ZTS) | 0.6 | $714k | 4.9k | 146.32 |
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| Chevron Corporation (CVX) | 0.5 | $677k | -2% | 4.4k | 155.29 |
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| Zoetis Cl A (ZTS) | 0.5 | $664k | 4.5k | 146.32 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $657k | 3.6k | 182.42 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $657k | 3.6k | 182.42 |
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| Qualcomm (QCOM) | 0.5 | $637k | -24% | 3.8k | 166.36 |
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| Qualcomm (QCOM) | 0.5 | $637k | -24% | 3.8k | 166.36 |
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| Chevron Corporation (CVX) | 0.5 | $618k | -2% | 4.0k | 155.29 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $613k | +6% | 2.2k | 279.29 |
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| Air Products & Chemicals (APD) | 0.5 | $602k | -12% | 2.2k | 272.72 |
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| Air Products & Chemicals (APD) | 0.5 | $602k | -12% | 2.2k | 272.72 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $594k | NEW | 5.9k | 100.70 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $594k | NEW | 5.9k | 100.70 |
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| Lennar Corp Cl A (LEN) | 0.5 | $587k | +2% | 4.7k | 126.04 |
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| Lennar Corp Cl A (LEN) | 0.5 | $587k | +2% | 4.7k | 126.04 |
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| Corning Incorporated (GLW) | 0.4 | $579k | -34% | 7.1k | 82.03 |
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| Corning Incorporated (GLW) | 0.4 | $579k | -34% | 7.1k | 82.03 |
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| Philip Morris International (PM) | 0.4 | $577k | 3.6k | 162.20 |
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| Philip Morris International (PM) | 0.4 | $577k | 3.6k | 162.20 |
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| Intuit (INTU) | 0.4 | $574k | 840.00 | 682.91 |
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| Intuit (INTU) | 0.4 | $574k | 840.00 | 682.91 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $571k | 8.0k | 71.37 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $571k | 8.0k | 71.37 |
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| Ishares Msci World Etf (URTH) | 0.4 | $563k | 3.1k | 181.56 |
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| Ishares Msci World Etf (URTH) | 0.4 | $563k | 3.1k | 181.56 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $563k | +6% | 2.0k | 279.29 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $539k | 6.8k | 79.80 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $539k | 6.8k | 79.80 |
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| Cisco Systems (CSCO) | 0.4 | $515k | -34% | 7.5k | 68.42 |
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| McDonald's Corporation (MCD) | 0.4 | $515k | 1.7k | 303.89 |
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| Merck & Co (MRK) | 0.4 | $497k | 5.9k | 83.93 |
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| Merck & Co (MRK) | 0.4 | $497k | 5.9k | 83.93 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.4 | $490k | NEW | 8.2k | 59.69 |
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| McDonald's Corporation (MCD) | 0.4 | $470k | 1.5k | 303.89 |
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| Cisco Systems (CSCO) | 0.4 | $464k | -34% | 6.8k | 68.42 |
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| Abbott Laboratories (ABT) | 0.4 | $463k | -10% | 3.5k | 133.94 |
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| Abbott Laboratories (ABT) | 0.4 | $463k | -10% | 3.5k | 133.94 |
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| Millrose Pptys Com Cl A (MRP) | 0.3 | $446k | 13k | 33.61 |
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| Millrose Pptys Com Cl A (MRP) | 0.3 | $446k | 13k | 33.61 |
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| Abbvie (ABBV) | 0.3 | $421k | -39% | 1.8k | 231.54 |
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| Abbvie (ABBV) | 0.3 | $421k | -39% | 1.8k | 231.54 |
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| Altria (MO) | 0.3 | $413k | 6.2k | 66.06 |
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| Altria (MO) | 0.3 | $413k | 6.2k | 66.06 |
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| Ge Vernova (GEV) | 0.3 | $409k | -4% | 665.00 | 614.90 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $406k | 418.00 | 971.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $392k | 1.1k | 355.47 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $392k | 1.1k | 355.47 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $387k | 5.9k | 66.01 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $387k | 5.9k | 66.01 |
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| Thomson Reuters Corp. (TRI) | 0.3 | $357k | -3% | 2.3k | 155.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $353k | 1.4k | 243.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $353k | 1.4k | 243.55 |
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| Arista Networks Com Shs (ANET) | 0.3 | $353k | +11% | 2.4k | 145.71 |
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| Arista Networks Com Shs (ANET) | 0.3 | $353k | +11% | 2.4k | 145.71 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $348k | 5.6k | 62.47 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $348k | 5.6k | 62.47 |
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| Ge Vernova (GEV) | 0.3 | $338k | -4% | 550.00 | 614.90 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $330k | +11% | 4.0k | 82.58 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $330k | +11% | 4.0k | 82.58 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $307k | -3% | 2.0k | 155.33 |
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| Caterpillar (CAT) | 0.2 | $306k | 642.00 | 477.15 |
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| Caterpillar (CAT) | 0.2 | $306k | 642.00 | 477.15 |
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| Valero Energy Corporation (VLO) | 0.2 | $261k | -26% | 1.5k | 170.26 |
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| Valero Energy Corporation (VLO) | 0.2 | $261k | -26% | 1.5k | 170.26 |
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| Netflix (NFLX) | 0.2 | $253k | 211.00 | 1198.92 |
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| Netflix (NFLX) | 0.2 | $253k | 211.00 | 1198.92 |
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| Wal-Mart Stores (WMT) | 0.2 | $242k | -34% | 2.4k | 103.06 |
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| Wal-Mart Stores (WMT) | 0.2 | $242k | -34% | 2.4k | 103.06 |
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| Pepsi (PEP) | 0.2 | $241k | -27% | 1.7k | 140.44 |
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| Nextera Energy (NEE) | 0.2 | $240k | 3.2k | 75.49 |
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| Nextera Energy (NEE) | 0.2 | $240k | 3.2k | 75.49 |
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| Equinix (EQIX) | 0.2 | $238k | 304.00 | 783.24 |
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| Equinix (EQIX) | 0.2 | $238k | 304.00 | 783.24 |
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| Oneok (OKE) | 0.2 | $218k | 3.0k | 72.97 |
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| Oneok (OKE) | 0.2 | $218k | 3.0k | 72.97 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $209k | NEW | 640.00 | 326.36 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $209k | NEW | 640.00 | 326.36 |
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Past Filings by KDT Advisors
SEC 13F filings are viewable for KDT Advisors going back to 2025
- KDT Advisors 2025 Q3 amended filed Nov. 17, 2025
- KDT Advisors 2025 Q3 filed Nov. 10, 2025
- KDT Advisors 2025 Q2 filed Aug. 5, 2025