Kaydan Wealth Management, Inc.
CIK: 1964532SEC EDGAR →
Portfolio Value
$92.3B
Holdings
116
As of
Q3 2026
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE-TRADED FD | 280,383 | $16.7B | 18.07% |
| 2 | VANGUARD TAX-MANAGED FDS | 227,604 | $16.1B | 17.40% |
| 3 | FIRST TR EXCHANGE-TRADED ALP | 84,620 | $8.1B | 8.73% |
| 4 | VANGUARD SCOTTSDALE FDS | 130,185 | $7.4B | 7.99% |
| 5 | ISHARES TR | 92,135 | $6.6B | 7.18% |
| 6 | ISHARES TR | 56,615 | $5.5B | 5.94% |
| 7 | VANGUARD INDEX FDS | 52,314 | $4.7B | 5.10% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 78,551 | $3.7B | 3.99% |
| 9 | VANGUARD STAR FDS | 17,553 | $1.5B | 1.61% |
| 10 | ISHARES TR | 13,838 | $1.3B | 1.46% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 64 | $82.1B | 88.8% |
| Unknown | 10 | $5.8B | 6.3% |
| Consumer Cyclical | 4 | $1.6B | 1.8% |
| Consumer Defensive | 4 | $828.0M | 0.9% |
| Communication Services | 3 | $813.0M | 0.9% |
| Industrials | 12 | $797.4M | 0.9% |
| Technology | 10 | $413.9M | 0.4% |
| Healthcare | 6 | $3.6M | 0.0% |
| Energy | 2 | $538K | 0.0% |
| Utilities | 1 | $341K | 0.0% |