Kaydan Wealth Management, Inc.
CIK: 0001964532SEC EDGAR →
Portfolio Value
$345.5M
Holdings
112
As of
Q4 2025
New Positions
112
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 672,129 | $42.0M | 12.15% |
| 2 | ISHARES GOLD TR | 431,597 | $35.0M | 10.14% |
| 3 | VANGUARD INDEX FDS | 166,336 | $31.8M | 9.19% |
| 4 | ISHARES TR | 202,157 | $30.1M | 8.70% |
| 5 | ISHARES TR | 269,825 | $25.9M | 7.51% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 415,493 | $24.9M | 7.21% |
| 7 | INVESCO EXCHANGE TRADED FD T | 95,685 | $18.3M | 5.30% |
| 8 | ISHARES TR | 148,834 | $13.0M | 3.75% |
| 9 | FIRST TR EXCHANGE-TRADED ALP | 89,251 | $7.7M | 2.23% |
| 10 | ISHARES TR | 17,917 | $6.1M | 1.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (112)
$42.0M · 672K shares
$35.0M · 432K shares
$31.8M · 166K shares
$30.1M · 202K shares
$25.9M · 270K shares
$24.9M · 415K shares
$18.3M · 96K shares
$13.0M · 149K shares
$7.7M · 89K shares
$6.1M · 18K shares
$6.0M · 91K shares
$5.5M · 16K shares
$5.0M · 56K shares
$4.3M · 19K shares
$4.3M · 6K shares
$4.2M · 9K shares
$4.1M · 7K shares
$4.0M · 16K shares
$3.9M · 84K shares
$3.4M · 21K shares
$2.9M · 30K shares
$2.7M · 10K shares
$2.6M · 5K shares
$2.5M · 20K shares
$2.3M · 16K shares
$2.1M · 25K shares
$2.0M · 6K shares
$1.5M · 9K shares
$1.5M · 12K shares
$1.5M · 16K shares
$1.4M · 7K shares
$1.3M · 19K shares
$1.3M · 4K shares
$1.3M · 9K shares
$1.3M · 11K shares
$1.1M · 15K shares
$1.0M · 22K shares
$1.0M · 8K shares
$991K · 19K shares
$982K · 24K shares
$968K · 2K shares
$965K · 10K shares
$941K · 2K shares
$929K · 11K shares
$912K · 9K shares
$858K · 12K shares
$827K · 2K shares
$798K · 4K shares
$776K · 12K shares
$748K · 9K shares
$748K · 7K shares
$742K · 2K shares
$736K · 1K shares
$735K · 20K shares
$667K · 5K shares
$627K · 3K shares
$602K · 13K shares
$589K · 11K shares
$568K · 1K shares
$562K · 15K shares
$536K · 4K shares
$528K · 2K shares
$517K · 6K shares
$495K · 6K shares
$487K · 2K shares
$465K · 3K shares
$464K · 35K shares
$461K · 7K shares
$452K · 1K shares
$451K · 7K shares
$447K · 18K shares
$446K · 5K shares
$411K · 11K shares
$395K · 5K shares
$390K · 5K shares
$383K · 671 shares
$377K · 3K shares
$365K · 4K shares
$360K · 3K shares
$353K · 2K shares
$338K · 2K shares
$328K · 653 shares
$316K · 2K shares
$315K · 653 shares
$308K · 3K shares
$302K · 15K shares
$302K · 965 shares
$291K · 1K shares
$290K · 569 shares
$287K · 3K shares
$286K · 3K shares
$285K · 2K shares
$275K · 668 shares
$266K · 1K shares
$266K · 3K shares
$262K · 3K shares
$259K · 1K shares
$258K · 395 shares
$256K · 3K shares
$253K · 4K shares
$248K · 4K shares
$247K · 13K shares
$246K · 2K shares
$241K · 4K shares
$240K · 2K shares
$239K · 4K shares
$234K · 3K shares
$230K · 3K shares
$220K · 1K shares
$216K · 4K shares
$206K · 4K shares
$203K · 22K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $271.7M | 78.6% |
| Unknown | 8 | $49.0M | 14.2% |
| Technology | 9 | $8.0M | 2.3% |
| Industrials | 9 | $4.9M | 1.4% |
| Healthcare | 6 | $4.0M | 1.1% |
| Consumer Cyclical | 4 | $3.3M | 0.9% |
| Consumer Defensive | 3 | $1.5M | 0.4% |
| Communication Services | 3 | $1.5M | 0.4% |
| Utilities | 3 | $884K | 0.3% |
| Energy | 2 | $792K | 0.2% |