Holders — by stockHoldings — by fund
Kaydan Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001964532
$328.1M
disclosed book value
115
positions
11.3%
largest position share
Positions, as of 2026-06-30
top 100 of 115 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 170,649 | $37.2M | 11.3% |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 446,720 | $31.8M | 9.7% |
| 3 | FTSMFIRST TR EXCHANGE-TRADED FD | 412,387 | $24.6M | 7.5% |
| 4 | IWMISHARES TR | 70,426 | $21.2M | 6.4% |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 97,323 | $20.7M | 6.3% |
| 6 | ITOTISHARES TR | 104,642 | $17.2M | 5.2% |
| 7 | EEMISHARES TR | 232,524 | $15.9M | 4.8% |
| 8 | VTIVANGUARD INDEX FDS | 36,601 | $13.5M | 4.1% |
| 9 | IEFISHARES TR | 119,262 | $11.3M | 3.4% |
| 10 | FTAFIRST TR EXCHANGE-TRADED ALP | 86,611 | $8.4M | 2.6% |
| 11 | IJHISHARES TR | 97,660 | $7.5M | 2.3% |
| 12 | OEFISHARES TR | 18,965 | $6.9M | 2.1% |
| 13 | IEFAISHARES TR | 59,590 | $5.8M | 1.8% |
| 14 | TLTISHARES TR | 62,541 | $5.4M | 1.6% |
| 15 | QQQINVESCO QQQ TR | 6,657 | $4.9M | 1.5% |
| 16 | IVVISHARES TR | 6,523 | $4.9M | 1.5% |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 19,656 | $4.7M | 1.4% |
| 18 | VUGVANGUARD INDEX FDS | 53,493 | $4.6M | 1.4% |
| 19 | FVDFIRST TR EXCHANGE-TRADED FD | 86,897 | $4.2M | 1.3% |
| 20 | TDIVFIRST TR EXCHANGE TRADED FD | 29,923 | $3.4M | 1% |
| 21 | RJFRAYMOND JAMES FINL INC | 21,175 | $3.2M | 1% |
| 22 | AAPLAPPLE INC | 10,511 | $3.0M | 0.9% |
| 23 | IVWISHARES TR | 20,893 | $2.9M | 0.9% |
| 24 | DVYISHARES TR | 16,230 | $2.5M | 0.8% |
| 25 | MSFTMICROSOFT CORP | 5,160 | $1.9M | 0.6% |
| 26 | IYWISHARES TR | 7,185 | $1.8M | 0.6% |
| 27 | FNXFIRST TR EXCHANGE-TRADED ALP | 12,109 | $1.8M | 0.5% |
| 28 | CATCATERPILLAR INC | 1,650 | $1.8M | 0.5% |
| 29 | IYYISHARES TR | 9,273 | $1.7M | 0.5% |
| 30 | XLKSELECT SECTOR SPDR TR | 8,585 | $1.6M | 0.5% |
| 31 | RDVYFIRST TR EXCHANGE TRADED FD | 20,078 | $1.6M | 0.5% |
| 32 | VXUSVANGUARD STAR FDS | 18,380 | $1.6M | 0.5% |
| 33 | FEXFIRST TR EXCHANGE-TRADED ALP | 10,572 | $1.5M | 0.5% |
| 34 | USMVISHARES TR | 14,547 | $1.4M | 0.4% |
| 35 | JPMJPMORGAN CHASE & CO | 4,161 | $1.4M | 0.4% |
| 36 | SYKSTRYKER CORPORATION | 4,075 | $1.3M | 0.4% |
| 37 | GMGENERAL MTRS CO | 16,534 | $1.3M | 0.4% |
| 38 | OSKOSHKOSH CORP | 7,988 | $1.2M | 0.4% |
| 39 | PRFINVESCO EXCHANGE TRADED FD T | 21,505 | $1.2M | 0.4% |
| 40 | DONWISDOMTREE TR | 20,045 | $1.1M | 0.3% |
| 41 | DEDEERE & CO | 1,778 | $1.1M | 0.3% |
| 42 | DBAWDBX ETF TR | 22,991 | $1.1M | 0.3% |
| 43 | IEMGISHARES INC | 12,470 | $1.0M | 0.3% |
| 44 | QDEFFLEXSHARES TR | 11,827 | $1.0M | 0.3% |
| 45 | IWFISHARES TR | 8,248 | $1.0M | 0.3% |
| 46 | FTCSFIRST TR EXCHANGE-TRADED FD | 10,898 | $1.0M | 0.3% |
| 47 | MOATVANECK ETF TRUST | 8,808 | $915,680 | 0.3% |
| 48 | LRGFISHARES TR | 12,063 | $912,325 | 0.3% |
| 49 | GOOGALPHABET INC | 2,461 | $869,545 | 0.3% |
| 50 | JNJJOHNSON & JOHNSON | 3,293 | $836,382 | 0.3% |
| 51 | MDYSTATE STR SPDR S&P MIDCAP 40 | 1,189 | $836,271 | 0.3% |
| 52 | DLNWISDOMTREE TR | 8,592 | $827,581 | 0.3% |
| 53 | SDVYFIRST TR EXCHANGE TRADED FD | 19,014 | $820,264 | 0.2% |
| 54 | RSPTINVESCO EXCHANGE TRADED FD T | 12,437 | $802,187 | 0.2% |
| 55 | BKCGBNY MELLON ETF TRUST II | 20,193 | $753,253 | 0.2% |
| 56 | SDYSPDR SERIES TRUST | 4,904 | $746,291 | 0.2% |
| 57 | WMTWALMART INC | 6,569 | $744,005 | 0.2% |
| 58 | VIGIVANGUARD WHITEHALL FDS | 7,597 | $709,408 | 0.2% |
| 59 | FTNTFORTINET INC | 4,617 | $709,264 | 0.2% |
| 60 | EXMOCEXXON MOBIL CORP | 4,757 | $650,377 | 0.2% |
| 61 | DIASTATE STR SPDR DOW JONES IND | 1,184 | $618,510 | 0.2% |
| 62 | XLFSELECT SECTOR SPDR TR | 11,445 | $613,566 | 0.2% |
| 63 | CSCOCISCO SYS INC | 5,222 | $613,396 | 0.2% |
| 64 | ORCLORACLE CORP | 4,110 | $602,321 | 0.2% |
| 65 | AMGNAMGEN INC | 1,616 | $585,186 | 0.2% |
| 66 | XLVSELECT SECTOR SPDR TR | 3,549 | $563,084 | 0.2% |
| 67 | CSXCSX CORP | 11,349 | $539,418 | 0.2% |
| 68 | KOCOCA COLA CO | 6,608 | $537,030 | 0.2% |
| 69 | FVFIRST TR EXCHANGE TRADED FD | 7,057 | $535,485 | 0.2% |
| 70 | IMCBISHARES TR | 5,392 | $520,652 | 0.2% |
| 71 | FFORD MTR CO | 36,775 | $511,173 | 0.2% |
| 72 | GEGE AEROSPACE | 1,361 | $508,647 | 0.2% |
| 73 | IMCGISHARES TR | 4,950 | $486,585 | 0.1% |
| 74 | IJRISHARES TR | 3,195 | $473,850 | 0.1% |
| 75 | HDHOME DEPOT INC | 1,332 | $469,825 | 0.1% |
| 76 | TXNTEXAS INSTRS INC | 1,549 | $461,710 | 0.1% |
| 77 | DTEDTE ENERGY CO | 2,797 | $426,179 | 0.1% |
| 78 | NVDANVIDIA CORPORATION | 2,083 | $416,787 | 0.1% |
| 79 | CMICUMMINS INC | 574 | $409,383 | 0.1% |
| 80 | TAT&T INC | 19,283 | $399,162 | 0.1% |
| 81 | GEVGE VERNOVA INC | 339 | $398,278 | 0.1% |
| 82 | EFAISHARES TR | 3,665 | $380,720 | 0.1% |
| 83 | MRKMERCK & CO INC | 2,925 | $375,863 | 0.1% |
| 84 | IAUISHARES GOLD TR | 4,976 | $375,738 | 0.1% |
| 85 | RTXRTX CORPORATION | 1,927 | $365,610 | 0.1% |
| 86 | GOOGLALPHABET INC | 1,010 | $360,944 | 0.1% |
| 87 | PGPROCTER & GAMBLE CO | 2,408 | $353,109 | 0.1% |
| 88 | LMTLOCKHEED MARTIN CORP | 685 | $348,980 | 0.1% |
| 89 | MAMASTERCARD INCORPORATED | 678 | $348,221 | 0.1% |
| 90 | AMZNAMAZON COM INC | 1,458 | $347,500 | 0.1% |
| 91 | SMHVANECK ETF TRUST | 502 | $329,257 | 0.1% |
| 92 | BRK/BBERKSHIRE HATHAWAY INC DEL | 653 | $326,755 | 0.1% |
| 93 | RZGINVESCO EXCHANGE TRADED FD T | 4,445 | $323,126 | 0.1% |
| 94 | ILCGISHARES TR | 2,750 | $321,805 | 0.1% |
| 95 | CNICANADIAN NATL RY CO | 2,592 | $309,070 | 0.1% |
| 96 | AFLAFLAC INC | 2,606 | $305,511 | 0.1% |
| 97 | CTASCINTAS CORP | 1,796 | $305,464 | 0.1% |
| 98 | EATON CORP PLC | 711 | $302,971 | 0.1% |
| 99 | ABBVABBVIE INC | 1,177 | $296,304 | 0.1% |
| 100 | QQQEDIREXION SHARES ETF TRUST | 2,394 | $292,092 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.