Kaydan Wealth Management, Inc.
CIK: 0001964532Latest portfolio: $345.5M · Q4 2025
Holdings
112
Total Value
$345.5M
New Positions
110
Closed Positions
0
Top Holdings
View All 112 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 672,129 | $42.0M | 12.15% | NEW | |
| 2 | IAU*ISHARES GOLD TR | 431,597 | $35.0M | 10.14% | NEW | |
| 3 | VTVVANGUARD INDEX FDS | 166,336 | $31.8M | 9.19% | NEW | |
| 4 | ITOTISHARES TR | 202,157 | $30.1M | 8.70% | NEW | |
| 5 | IEFISHARES TR | 269,825 | $25.9M | 7.51% | NEW | |
| 6 | FTSMFIRST TR EXCHANGE-TRADED FD | 415,493 | $24.9M | 7.21% | NEW | |
| 7 | RSPINVESCO EXCHANGE TRADED FD T | 95,685 | $18.3M | 5.30% | NEW | |
| 8 | TLTISHARES TR | 148,834 | $13.0M | 3.75% | NEW | |
| 9 | FTAFIRST TR EXCHANGE-TRADED ALP | 89,251 | $7.7M | 2.23% | NEW | |
| 10 | OEFISHARES TR | 17,917 | $6.1M | 1.78% | NEW | |
| 11 | IJHISHARES TR | 91,465 | $6.0M | 1.75% | NEW | |
| 12 | VTIVANGUARD INDEX FDS | 16,384 | $5.5M | 1.59% | NEW | |
| 13 | AQLTISHARES TR | 55,841 | $5.0M | 1.45% | NEW | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 19,443 | $4.3M | 1.24% | NEW | |
| 15 | IVVISHARES TR | 6,224 | $4.3M | 1.23% | NEW | |
| 16 | VUGVANGUARD INDEX FDS | 8,708 | $4.2M | 1.23% | NEW | |
| 17 | NDQINVESCO QQQ TR | 6,650 | $4.1M | 1.18% | NEW | |
| 18 | IWMISHARES TR | 16,438 | $4.0M | 1.17% | NEW | |
| 19 | FVDFIRST TR EXCHANGE-TRADED FD | 84,127 | $3.9M | 1.12% | NEW | |
| 20 | RJFRAYMOND JAMES FINL INC | 21,175 | $3.4M | 0.98% | NEW | |
| 21 | TDIVFIRST TR EXCHANGE TRADED FD | 30,082 | $2.9M | 0.84% | NEW | |
| 22 | AAPLAPPLE INC | 10,110 | $2.7M | 0.80% | NEW | |
| 23 | MSFTMICROSOFT CORP | 5,285 | $2.6M | 0.74% | NEW | |
| 24 | IVWISHARES TR | 20,437 | $2.5M | 0.73% | NEW | |
| 25 | AQLTISHARES TR | 15,969 | $2.3M | 0.65% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.1987317683005827e+220T)
Unknown0.0% ($350324995408522575872.0T)
Technology0.0% ($27482556798495395840.0T)
Industrials0.0% ($1003941827487411328.0T)
Healthcare0.0% ($1994627528.3T)
Consumer Cyclical0.0% ($2054.5T)
Consumer Defensive0.0% ($748.5B)
Communication Services0.0% ($742.4B)
Utilities0.0% ($360.3B)
Energy0.0% ($536.3M)
Filing History
Fund Information
Kaydan Wealth Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $345.5M across 112 holdings. The largest position is VANGUARD TAX-MANAGED FDS (VEA), representing 12.2% of the portfolio. Compared to the previous quarter, the fund opened 112 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.