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CIK: 0001964532
Total reported value
$328.1M
$328.1M
112 檔
42.1%
According to the latest 13F quarterly dataset, Kaydan Wealth Management, Inc. managed an equity portfolio of $328.1M at the end of Q2 2025, spanning 112 distinct U.S. exchange-listed positions.
Kaydan Wealth Management, Inc. executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 6 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VTV, SHY) accounted for 42.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
SHY
市值: $25.4M
Top Position Liquidated / Trimmed
VBR
前期市值: $20.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.96% | +0.20% | +112.14% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.63% | +0.44% | -0.09% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 8.32% | — | — | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 7.34% | -5.14% | -2.09% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.95% | +0.33% | +2359.64% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.92% | +0.16% | -31.26% | |
| 7 | SLV | Ishares Silver Trust | ETF-Commodities | 5.12% | — | -1.90% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.49% | -2.75% | -49.32% | |
| 9 | FTA | First Trust L C Val Alp | ETF-Other | 2.35% | -0.19% | -66.99% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.76% | -2.65% | -78.93% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | +2.40% | +5.92% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.67% | +0.13% | +19.42% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.61% | +0.13% | +676.53% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.35% | -0.02% | +20.76% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.28% | +0.02% | -0.90% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +1.49% | NEW | |
| 17 | FVD | First Trust Value Line Dvd | ETF-Other | 1.20% | -0.07% | +0.09% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.10% | +20.12% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.10% | +25.54% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | +5.04% | +17.49% | |
| 21 | RJF | Raymond James Financial Inc | Stock-Financials | 1.06% | -0.05% | -0.94% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.97% | -0.88% | — | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.87% | +0.11% | -1.09% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.08% | — | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.74% | -0.23% | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.11% | +0.17% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.05% | +2.26% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.67% | -0.05% | -0.94% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.05% | -0.79% | |
| 30 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.48% | +0.03% | -1.09% | |
| 31 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.46% | +0.03% | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.41% | +0.11% | — | |
| 33 | GM | General Motors Co | Stock-Consumer Disc | 0.41% | -0.03% | -0.17% | |
| 34 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.40% | +0.02% | -0.57% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.01% | +0.56% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-Other | 0.39% | +0.05% | +2.25% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.11% | -0.30% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | +0.06% | -0.41% | |
| 39 | FTCS | First Trust Capital Strength | ETF-Other | 0.33% | +0.31% | NEW | |
| 40 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.32% | +0.01% | — | |
| 41 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.32% | +0.01% | -10.64% | |
| 42 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.30% | +0.01% | -1.75% | |
| 43 | OSK | Oshkosh CORP | Stock-Industrials | 0.30% | -0.02% | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.02% | +0.42% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | +0.02% | -8.24% | |
| 46 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.27% | — | -3.64% | |
| 47 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.27% | +0.01% | -7.10% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.27% | — | — | |
| 49 | FTNT | Fortinet Inc | Stock-Tech | 0.24% | +0.22% | NEW | |
| 50 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.23% | — | -5.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +8.3% | NEW | New buy |
| 2 | VEA | Vanguard Ftse Developed ETF | +7.6% | +112.14% | Add |
| 3 | ITOT | Ishares Core S&p Total U.s. | +6.7% | +2359.64% | Add |
| 4 | OEF | Ishares S&p 100 ETF | +1.4% | +676.53% | Add |
| 5 | FTSM | First Trust Enh Short Mat Fd | +1% | NEW | New buy |
| 6 | VUG | Vanguard Growth ETF | +0.4% | +25.54% | Add |
| 7 | IAU | Ishares Gold Trust | +0.4% | -2.09% | Trim |
| 8 | VTV | Vanguard Value ETF | +0.4% | -0.09% | Trim |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +19.42% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +20.76% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.3% | +20.12% | Add |
| 12 | SLV | Ishares Silver Trust | +0.3% | -1.90% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +5.92% | Add |
| 14 | IWM | Ishares Russell 2000 ETF | +0.3% | +17.49% | Add |
| 15 | BKCG | Bny Mellon Con Growth ETF | +0.2% | NEW | New buy |
| 16 | MSFT | Microsoft CORP | +0.2% | — | Unchanged |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.22% | Add |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.2% | -1.09% | Trim |
| 19 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | New buy |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.17% | Add |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.1% | +0.42% | Add |
| 23 | RJF | Raymond James Financial Inc | +0.1% | -0.94% | Trim |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +66.34% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 26 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 27 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.90% | Trim |
| 28 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 29 | TRI4EUR | Thomson Reuters CORP | +0.1% | NEW | New buy |
| 30 | LMBS | First Trust Low Duration Opp | +0.1% | NEW | New buy |
| 31 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 33 | XLK | Ss Technology Select Sector | +0.1% | -0.30% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | +0.56% | Add |
| 35 | OSK | Oshkosh CORP | +0.1% | — | Unchanged |
| 36 | IYY | Ishares Dow Jones U.s. ETF | +0.1% | — | Unchanged |
| 37 | UNH | Unitedhealth Group Inc | 0% | -1.62% | Trim |
| 38 | FMB | First Trust Managed Municipa | -0.1% | -40.90% | Trim |
| 39 | COP | Conocophillips | -0.1% | EXIT | Sold out |
| 40 | JNJ | Johnson & Johnson | -0.1% | -22.82% | Trim |
| 41 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 42 | FIXD | First Trust Smith Opportunis | -0.2% | EXIT | Sold out |
| 43 | FTCS | First Trust Capital Strength | -1.1% | -76.65% | Trim |
| 44 | RSP | Invesco S&p 500 Equal Weight | -2.1% | -31.26% | Trim |
| 45 | SH | Proshares Short S&p500 | -2.2% | EXIT | Sold out |
| 46 | PSQ | Proshares Short Qqq | -3.7% | EXIT | Sold out |
| 47 | IEF | Ishares 7-10 Year Treasury B | -4.2% | -49.32% | Trim |
| 48 | FTA | First Trust L C Val Alp | -4.5% | -66.99% | Trim |
| 49 | VBR | Vanguard Small-cap Value ETF | -6.4% | EXIT | Sold out |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -6.7% | -78.93% | Trim |
According to official SEC Form 13F filings, Kaydan Wealth Management, Inc. reported a total U.S. public equity portfolio value of $328.1M across 112 disclosed positions in Q2 2025.
During Q2 2025, Kaydan Wealth Management, Inc.'s top holdings by market value included VEA (13.0%)、VTV (9.6%)、SHY (8.3%). The largest single position, VEA, represented 13.0% of total portfolio value.
In Q2 2025, Kaydan Wealth Management, Inc. made 46 total portfolio adjustments, initiating 11 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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