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CIK: 0001964532
Total reported value
$291.4M
$291.4M
112 檔
56.6%
According to the latest 13F quarterly dataset, Kaydan Wealth Management, Inc. managed an equity portfolio of $291.4M at the end of Q4 2025, spanning 112 distinct U.S. exchange-listed positions.
Kaydan Wealth Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.15% | -4.18% | -0.96% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 10.14% | -0.01% | -3.24% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.19% | +1.06% | -1.24% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.70% | +0.60% | -1.96% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.51% | -3.44% | EXIT | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 7.21% | -1.78% | +651.75% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.31% | +0.48% | -0.59% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.75% | -1.65% | EXIT | |
| 9 | FTA | First Trust L C Val Alp | ETF-Other | 2.23% | +0.22% | +0.12% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.78% | +0.24% | +0.97% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | -0.01% | +1.90% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | +3.01% | -2.54% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | +0.13% | +2.33% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.24% | +0.08% | +1.29% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.07% | +1.32% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | +0.22% | +0.10% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | +0.15% | +0.61% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.17% | +2.50% | +1.00% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-Other | 1.12% | -0.02% | +4.54% | |
| 20 | RJF | Raymond James Financial Inc | Stock-Financials | 0.98% | +0.17% | — | |
| 21 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.84% | +0.01% | +0.31% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.23% | -0.33% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | +0.30% | +3.14% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.14% | +0.06% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.65% | +0.04% | +3.11% | |
| 26 | GM | General Motors Co | Stock-Consumer Disc | 0.59% | +0.04% | +3.07% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.58% | -0.01% | — | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.45% | +0.07% | — | |
| 29 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.44% | +0.02% | -3.63% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.43% | +0.03% | -4.15% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.42% | +0.10% | — | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.39% | -0.04% | +1.46% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.05% | -0.17% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | -0.02% | +100.11% | |
| 35 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.37% | +0.02% | -1.46% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | +0.03% | -3.65% | |
| 37 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.29% | +0.02% | — | |
| 38 | OSK | Oshkosh CORP | Stock-Industrials | 0.29% | -0.02% | — | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.29% | +0.02% | -0.64% | |
| 40 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.28% | +0.03% | -3.63% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.28% | +0.02% | -0.05% | |
| 42 | FTCS | First Trust Capital Strength | ETF-Other | 0.28% | +0.02% | -4.83% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | -0.08% | — | |
| 44 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.27% | — | +0.91% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.26% | +0.04% | — | |
| 46 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.25% | +0.03% | -3.95% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.24% | +0.07% | +156.20% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.23% | +0.01% | +0.24% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.22% | +0.02% | -90.06% | |
| 50 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.22% | +0.04% | -0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | +6.3% | +651.75% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +2.2% | +149.12% | Add |
| 3 | IAU | Ishares Gold Trust | +0.9% | -3.24% | Trim |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.5% | -0.96% | Trim |
| 5 | VTV | Vanguard Value ETF | +0.2% | -1.24% | Trim |
| 6 | GM | General Motors Co | +0.2% | +3.07% | Add |
| 7 | DE | Deere & Co | +0.2% | +156.20% | Add |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -1.96% | Trim |
| 9 | FTA | First Trust L C Val Alp | +0.1% | +0.12% | Add |
| 10 | OEF | Ishares S&p 100 ETF | +0.1% | +0.97% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.33% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.90% | Add |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -0.59% | Trim |
| 14 | AAPL | Apple Inc | +0.1% | -0.33% | Trim |
| 15 | FVD | First Trust Value Line Dvd | +0.1% | +4.54% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.32% | Add |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +1.29% | Add |
| 18 | IEF | Ishares 7-10 Year Treasury B | +0.1% | -0.35% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.61% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.00% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -3.51% | Trim |
| 23 | VUG | Vanguard Growth ETF | 0% | +0.10% | Add |
| 24 | RDVY | First Trust Rising Dividend | 0% | +1.46% | Add |
| 25 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.06% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +2.44% | Add |
| 27 | AMGN | Amgen Inc | 0% | -0.49% | Trim |
| 28 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 29 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 30 | WMT | Walmart Inc | 0% | -0.30% | Trim |
| 31 | DVY | Ishares Select Dividend ETF | 0% | +3.11% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 33 | IYY | Ishares Dow Jones U.s. ETF | 0% | — | Unchanged |
| 34 | XLK | Ss Technology Select Sector | 0% | +100.11% | Add |
| 35 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 36 | SDVY | First Trust Smid Cap Rising | 0% | +8.97% | Add |
| 37 | CMI | Cummins Inc | 0% | — | Unchanged |
| 38 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 39 | MOAT | Vaneck Morningstar Wide Moat | 0% | — | Unchanged |
| 40 | AMZN | Amazon.com Inc | 0% | +9.33% | Add |
| 41 | PRF | Invesco Rafi US 1000 ETF | 0% | — | Unchanged |
| 42 | RTX | Rtx CORP | 0% | — | Unchanged |
| 43 | VIGI | Vanguard Int Div App Indx Fd | 0% | +3.89% | Add |
| 44 | EFA | Ishares Msci Eafe ETF | 0% | +5.28% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | -0.17% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.54% | Trim |
| 47 | IYH | Ishares U.s. Healthcare ETF | 0% | — | Unchanged |
| 48 | QDEF | Flexshares Quality Dividend | 0% | +0.91% | Add |
| 49 | IWF | Ishares Russell 1000 Growth | 0% | -0.05% | Trim |
| 50 | DLN | Wisdomtree US Largecap Divid | 0% | -0.74% | Trim |
According to official SEC Form 13F filings, Kaydan Wealth Management, Inc. reported a total U.S. public equity portfolio value of $291.4M across 112 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IAU, VTV) accounted for 56.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBB
市值: $220.1K
Top Position Liquidated / Trimmed
VO
前期市值: $6.8M
During Q4 2025, Kaydan Wealth Management, Inc.'s top holdings by market value included VEA (12.2%)、IAU (10.1%)、VTV (9.2%). The largest single position, VEA, represented 12.2% of total portfolio value.
In Q4 2025, Kaydan Wealth Management, Inc. made 75 total portfolio adjustments, initiating 1 new buys, adding to 38 positions, trimming 34 holdings, and fully liquidating 2 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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