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CIK: 0001964532
Total reported value
$328.1M
$328.1M
109 檔
37.5%
As reported in its official Q1 2026 Form 13F filing, Kaydan Wealth Management, Inc.'s tracked investment portfolio stood at $328.1M with 109 total positions.
In Q1 2026, Kaydan Wealth Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 10.89% | +0.44% | -0.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.50% | +0.20% | -34.03% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 8.39% | -0.88% | +0.98% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.19% | -2.75% | -28.16% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.15% | +0.16% | +0.19% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 5.25% | -5.14% | -58.76% | |
| 7 | SH | Proshares Short S&p500 | ETF-Other | 4.92% | -4.92% | EXIT | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.91% | +0.33% | -48.98% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.30% | -2.65% | -0.30% | |
| 10 | FTA | First Trust L C Val Alp | ETF-Other | 2.74% | -0.19% | -0.48% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.16% | +0.13% | +4.34% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.98% | +0.13% | +4.14% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.77% | -0.02% | +4.63% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | +2.40% | -1.55% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.41% | +5.04% | +3.25% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.40% | +0.02% | +0.16% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.10% | +2.55% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.35% | -0.07% | +2.28% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.30% | +0.10% | +1.81% | |
| 20 | RJF | Raymond James Financial Inc | Stock-Financials | 1.03% | -0.05% | — | |
| 21 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.94% | +0.11% | -0.36% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.05% | +3.03% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.82% | -0.05% | +1.43% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.11% | +0.10% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.08% | +3.01% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.62% | -0.23% | +0.07% | |
| 27 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.51% | +0.03% | -1.45% | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.49% | +0.03% | -0.13% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | -0.05% | -1.08% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | +0.05% | +2.40% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.44% | +0.11% | — | |
| 32 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.43% | +0.02% | -0.51% | |
| 33 | GM | General Motors Co | Stock-Consumer Disc | 0.42% | -0.03% | -33.22% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | +0.06% | +7.93% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.01% | +1.99% | |
| 36 | OSK | Oshkosh CORP | Stock-Industrials | 0.39% | -0.02% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.15% | — | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.11% | -1.24% | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.34% | +0.01% | +1.95% | |
| 40 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.34% | +0.01% | — | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.33% | +0.01% | — | |
| 42 | DBAW | Xtrackers Msci All World Ex | ETF-Other | 0.33% | +0.01% | -1.72% | |
| 43 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.31% | — | +0.42% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.02% | +0.78% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | +0.02% | +6.25% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.28% | — | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.05% | +0.83% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.07% | +6.66% | |
| 49 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.27% | +0.01% | -2.79% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.01% | +4.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.7% | -0.20% | Trim |
| 2 | FTSM | First Trust Enh Short Mat Fd | +1.2% | +0.98% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.9% | +0.19% | Add |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | -0.30% | Trim |
| 5 | FTA | First Trust L C Val Alp | +0.5% | -0.48% | Trim |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +4.34% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +4.63% | Add |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +3.25% | Add |
| 9 | FVD | First Trust Value Line Dvd | +0.2% | +2.28% | Add |
| 10 | OEF | Ishares S&p 100 ETF | +0.2% | +4.14% | Add |
| 11 | DVY | Ishares Select Dividend ETF | +0.2% | +1.43% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.55% | Add |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.16% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -1.55% | Trim |
| 15 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +6.66% | Add |
| 17 | OSK | Oshkosh CORP | +0.1% | — | Unchanged |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | -0.36% | Trim |
| 19 | DE | Deere & Co | +0.1% | — | Unchanged |
| 20 | VXUS | Vanguard Total Intl Stock | +0.1% | +7.93% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +4.95% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +3.03% | Add |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +1.81% | Add |
| 24 | SDVY | First Trust Smid Cap Rising | +0.1% | +18.54% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | +6.25% | Add |
| 26 | FNX | First Trust Mid Cap Core Alp | +0.1% | -1.45% | Trim |
| 27 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +25.80% | Add |
| 28 | T | At&t Inc | +0.1% | +6.57% | Add |
| 29 | WMT | Walmart Inc | +0.1% | +0.83% | Add |
| 30 | FEX | First Trust Large Cap Core A | +0.1% | -0.51% | Trim |
| 31 | RDVY | First Trust Rising Dividend | +0.1% | +2.40% | Add |
| 32 | RJF | Raymond James Financial Inc | +0.1% | — | Unchanged |
| 33 | NVDA | Nvidia CORP | +0.1% | +36.73% | Add |
| 34 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 35 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +4.32% | Add |
| 36 | DON | Wisdomtree US Midcap Dividen | +0.1% | +1.95% | Add |
| 37 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | -1.08% | Trim |
| 38 | DBAW | Xtrackers Msci All World Ex | +0.1% | -1.72% | Trim |
| 39 | PRF | Invesco Rafi US 1000 ETF | +0.1% | — | Unchanged |
| 40 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.10% | Add |
| 41 | SYK | Stryker CORP | 0% | +0.07% | Add |
| 42 | LMT | Lockheed Martin CORP | 0% | +0.92% | Add |
| 43 | IYY | Ishares Dow Jones U.s. ETF | 0% | -0.13% | Trim |
| 44 | CSX | Csx CORP | 0% | — | Unchanged |
| 45 | DTE | Dte Energy Company | 0% | — | Unchanged |
| 46 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 47 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 48 | MDY | State Street Spdr S&p Midcap | 0% | — | Unchanged |
| 49 | QDEF | Flexshares Quality Dividend | 0% | +0.42% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +8.45% | Add |
According to official SEC Form 13F filings, Kaydan Wealth Management, Inc. reported a total U.S. public equity portfolio value of $328.1M across 109 disclosed positions in Q1 2026.
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 VTV, VEA, FTSM) accounted for 37.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SH
市值: $14.7M
Top Position Liquidated / Trimmed
QQQ
前期市值: $4.1M
During Q1 2026, Kaydan Wealth Management, Inc.'s top holdings by market value included VTV (10.9%)、VEA (9.5%)、FTSM (8.4%). The largest single position, VTV, represented 10.9% of total portfolio value.
In Q1 2026, Kaydan Wealth Management, Inc. made 85 total portfolio adjustments, initiating 5 new buys, adding to 49 positions, trimming 23 holdings, and fully liquidating 8 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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