Kaydan Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$299.0M
Q ending 2026-03-31
Prior quarter
$345.5M
Q ending 2025-12-31
Change
-13.4% QoQ · -4.1% YoY
Positions
109
reported holdings
Largest positions
Top 100 of 109 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $32.6M | 166K |
| Vanguard Tax-Managed Fds | VEA | Shares | $28.4M | 443K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $25.1M | 420K |
| Ishares Tr | IEF | Shares | $18.5M | 194K |
| Invesco Exchange Traded Fd T | RSP | Shares | $18.4M | 96K |
| Ishares Gold Tr | IAU | Shares | $15.7M | 178K |
| Proshares Tr | SH | Shares | $14.7M | 388K |
| Ishares Tr | ITOT | Shares | $14.7M | 103K |
| Ishares Tr | TLT | Shares | $12.9M | 148K |
| First Tr Exchange-Traded Alp | FTA | Shares | $8.2M | 89K |
| Ishares Tr | IJH | Shares | $6.4M | 95K |
| Ishares Tr | OEF | Shares | $5.9M | 19K |
| Ishares Tr | IEFA | Shares | $5.3M | 58K |
| Vanguard Index Fds | VTI | Shares | $5.2M | 16K |
| Ishares Tr | IWM | Shares | $4.2M | 17K |
| Vanguard Specialized Funds | VIG | Shares | $4.2M | 19K |
| Ishares Tr | IVV | Shares | $4.2M | 6K |
| First Tr Exchange-Traded Fd | FVD | Shares | $4.0M | 86K |
| Vanguard Index Fds | VUG | Shares | $3.9M | 9K |
| Raymond James Finl Inc | RJF | Shares | $3.1M | 21K |
| First Tr Exchange Traded Fd | TDIV | Shares | $2.8M | 30K |
| Apple Inc | AAPL | Shares | $2.6M | 10K |
| Ishares Tr | DVY | Shares | $2.5M | 16K |
| Ishares Tr | IVW | Shares | $2.3M | 20K |
| Microsoft Corp | MSFT | Shares | $2.0M | 5K |
| Stryker Corporation | SYK | Shares | $1.9M | 6K |
| First Tr Exchange-Traded Alp | FNX | Shares | $1.5M | 12K |
| Ishares Tr | IYY | Shares | $1.5M | 9K |
| Ishares Tr | USMV | Shares | $1.4M | 15K |
| First Tr Exchange Traded Fd | RDVY | Shares | $1.3M | 20K |
| Ishares Tr | IYW | Shares | $1.3M | 7K |
| First Tr Exchange-Traded Alp | FEX | Shares | $1.3M | 11K |
| General Mtrs Co | GM | Shares | $1.3M | 17K |
| Vanguard Star Fds | VXUS | Shares | $1.3M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Oshkosh Corp | OSK | Shares | $1.2M | 8K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Select Sector Spdr Tr | XLK | Shares | $1.2M | 9K |
| Wisdomtree Tr | DON | Shares | $1.0M | 20K |
| Invesco Exchange Traded Fd T | PRF | Shares | $1.0M | 22K |
| Deere & Co | DE | Shares | $1.0M | 2K |
| Dbx Etf Tr | DBAW | Shares | $1000K | 23K |
| Flexshares Tr | QDEF | Shares | $920K | 12K |
| Ishares Tr | IWF | Shares | $880K | 2K |
| Ishares Inc | IEMG | Shares | $856K | 12K |
| Vaneck Etf Trust | MOAT | Shares | $852K | 9K |
| Walmart Inc | WMT | Shares | $842K | 7K |
| Exxon Mobil Corp | XOM | Shares | $807K | 5K |
| Ishares Tr | LRGF | Shares | $794K | 12K |
| Johnson & Johnson | JNJ | Shares | $778K | 3K |
| Wisdomtree Tr | DLN | Shares | $762K | 9K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $752K | 1K |
| Alphabet Inc | GOOG | Shares | $736K | 3K |
| Spdr Series Trust | SDY | Shares | $730K | 5K |
| Bny Mellon Etf Trust Ii | BKCG | Shares | $686K | 20K |
| First Tr Exchange Traded Fd | SDVY | Shares | $686K | 17K |
| Vanguard Whitehall Fds | VIGI | Shares | $630K | 7K |
| Oracle Corp | ORCL | Shares | $607K | 4K |
| Amgen Inc | AMGN | Shares | $569K | 2K |
| At&T Inc | T | Shares | $557K | 19K |
| Select Sector Spdr Tr | XLF | Shares | $554K | 11K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $554K | 12K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $548K | 1K |
| Coca Cola Co | KO | Shares | $503K | 7K |
| Select Sector Spdr Tr | XLV | Shares | $472K | 3K |
| Csx Corp | CSX | Shares | $466K | 11K |
| Ishares Tr | IMCB | Shares | $450K | 5K |
| Ge Aerospace | GE | Shares | $449K | 2K |
| Home Depot Inc | HD | Shares | $444K | 1K |
| First Tr Exchange Traded Fd | FV | Shares | $434K | 7K |
| Dte Energy Co | DTE | Shares | $409K | 3K |
| Ford Mtr Co | F | Shares | $409K | 35K |
| Cisco Sys Inc | CSCO | Shares | $405K | 5K |
| Nvidia Corporation | NVDA | Shares | $404K | 2K |
| Lockheed Martin Corp | LMT | Shares | $398K | 659 |
| Ishares Tr | IJR | Shares | $395K | 3K |
| Ishares Tr | IMCG | Shares | $390K | 5K |
| Ishares Tr | EFA | Shares | $367K | 4K |
| Merck & Co Inc | MRK | Shares | $352K | 3K |
| Ge Vernova Inc | GEV | Shares | $345K | 395 |
| Mastercard Incorporated | MA | Shares | $343K | 687 |
| Amazon Com Inc | AMZN | Shares | $325K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $313K | 653 |
| Cummins Inc | CMI | Shares | $309K | 574 |
| Cintas Corp | CTAS | Shares | $304K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $301K | 15K |
| Procter & Gamble Co | PG | Shares | $298K | 2K |
| Texas Instrs Inc | TXN | Shares | $295K | 2K |
| Southern Co | SO | Shares | $294K | 3K |
| Alphabet Inc | GOOGL | Shares | $289K | 1K |
| Aflac Inc | AFL | Shares | $286K | 3K |
| Abbvie Inc | ABBV | Shares | $274K | 1K |
| Canadian Natl Ry Co | CNI | Shares | $266K | 3K |
| Ishares Tr | ILCG | Shares | $263K | 3K |
| Eaton Corp Plc | Shares | $260K | 726 | |
| Invesco Exchange Traded Fd T | RZG | Shares | $253K | 4K |
| Conocophillips | COP | Shares | $252K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $246K | 13K |
| Vanguard World Fd | MGK | Shares | $244K | 663 |
| Direxion Shares Etf Trust | QQQE | Shares | $236K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.