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CIK: 0001776910
Total reported value
$120.6M
$120.6M
72 檔
49.6%
In Q4 2025, KDK Private Wealth Management, LLC's U.S. equity holdings reached a combined market value of $120.6M, distributed across 72 disclosed stock positions.
During Q4 2025, KDK Private Wealth Management, LLC performed routine portfolio adjustments (17 new buys, 14 additions, 32 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | Stock-Energy | 21.62% | -3.32% | +0.07% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 15.24% | +1.35% | +1.04% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.96% | +0.24% | -1.30% | |
| 4 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.65% | +1.19% | -1.99% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.69% | +0.20% | -2.41% | |
| 6 | FETH | Fidelity Ethereum Fund | ETF-Other | 3.46% | -0.80% | — | |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 3.44% | -0.57% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.42% | +3.31% | +26.25% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.42% | -0.24% | -2.07% | |
| 10 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.89% | +0.08% | -0.80% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.87% | +0.33% | -4.04% | |
| 12 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.71% | -0.02% | -0.19% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.69% | -0.04% | -2.28% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.55% | +0.44% | +99.35% | |
| 15 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.43% | -0.01% | -1.03% | |
| 16 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.26% | -0.10% | -1.26% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.42% | +11.02% | |
| 18 | VOX | Vanguard Communication Servi | ETF-Other | 1.06% | -0.09% | -1.20% | |
| 19 | VFH | Vanguard Financials ETF | ETF-Other | 1.06% | -0.07% | -1.65% | |
| 20 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.95% | -0.10% | -0.64% | |
| 21 | NMRK | Newmark Group Inc-class A | Stock-Other | 0.91% | -0.40% | — | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.87% | +0.03% | — | |
| 23 | SSB | Southstate Bank CORP | Stock-Financials | 0.85% | -0.02% | +0.21% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | — | — | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 0.78% | -0.01% | -4.92% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.07% | +27.77% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.73% | -0.03% | +93.19% | |
| 28 | HAL | Halliburton Co | Stock-Energy | 0.72% | -0.22% | -4.97% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.06% | -1.37% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.24% | +28.32% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | — | — | |
| 32 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.52% | -0.17% | -2.10% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.51% | +0.06% | +53.62% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.51% | +0.03% | -2.64% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.50% | -0.04% | -10.75% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.47% | +0.06% | -2.89% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.02% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | — | — | |
| 39 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.44% | +0.02% | -2.42% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.37% | — | — | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.33% | -0.06% | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | — | -0.25% | |
| 43 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.32% | -0.05% | -1.35% | |
| 44 | SOC | Sable Offshore CORP | Stock-Other | 0.31% | -0.46% | +74.78% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | — | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | — | — | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.28% | -0.01% | -1.88% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.27% | +0.39% | — | |
| 49 | CMI | Cummins Inc | Stock-Industrials | 0.27% | — | — | |
| 50 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.27% | -0.05% | -1.80% |
According to official SEC Form 13F filings, KDK Private Wealth Management, LLC reported a total U.S. public equity portfolio value of $120.6M across 72 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 EPD, IWV, IVV) accounted for 49.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
FETH
市值: $4.0M
Top Position Liquidated / Trimmed
IVV
前期市值: $6.8M
During Q4 2025, KDK Private Wealth Management, LLC's top holdings by market value included EPD (21.6%)、IWV (15.2%)、IVV (6.0%). The largest single position, EPD, represented 21.6% of total portfolio value.
In Q4 2025, KDK Private Wealth Management, LLC made 63 total portfolio adjustments, initiating 17 new buys, adding to 14 positions, trimming 32 holdings, and fully liquidating 0 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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