Kaydan Wealth Management, Inc. Q4 2025 Filing

Filed January 12, 2026

Portfolio Value

$345.5M

Holdings

112

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (112 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED FDS
672,129$42.0M12.15%
2
IAU*ISHARES GOLD TR
431,597$35.0M10.14%
3
VTVVANGUARD INDEX FDS
166,336$31.8M9.19%
4
ITOTISHARES TR
202,157$30.1M8.70%
5
IEFISHARES TR
269,825$25.9M7.51%
6
FTSMFIRST TR EXCHANGE-TRADED FD
415,493$24.9M7.21%
7
RSPINVESCO EXCHANGE TRADED FD T
95,685$18.3M5.30%
8
TLTISHARES TR
148,834$13.0M3.75%
9
FTAFIRST TR EXCHANGE-TRADED ALP
89,251$7.7M2.23%
10
OEFISHARES TR
17,917$6.1M1.78%
11
IJHISHARES TR
91,465$6.0M1.75%
12
VTIVANGUARD INDEX FDS
16,384$5.5M1.59%
13
AQLTISHARES TR
55,841$5.0M1.45%
14
VIGVANGUARD SPECIALIZED FUNDS
19,443$4.3M1.24%
15
IVVISHARES TR
6,224$4.3M1.23%
16
VUGVANGUARD INDEX FDS
8,708$4.2M1.23%
17
NDQINVESCO QQQ TR
6,650$4.1M1.18%
18
IWMISHARES TR
16,438$4.0M1.17%
19
FVDFIRST TR EXCHANGE-TRADED FD
84,127$3.9M1.12%
20
RJFRAYMOND JAMES FINL INC
21,175$3.4M0.98%
21
TDIVFIRST TR EXCHANGE TRADED FD
30,082$2.9M0.84%
22
AAPLAPPLE INC
10,110$2.7M0.80%
23
MSFTMICROSOFT CORP
5,285$2.6M0.74%
24
IVWISHARES TR
20,437$2.5M0.73%
25
AQLTISHARES TR
15,969$2.3M0.65%
26
GMGENERAL MTRS CO
25,270$2.1M0.59%
27
SYKSTRYKER CORPORATION
5,675$2.0M0.58%
28
IYY*ISHARES TR
9,285$1.5M0.45%
29
FNXFIRST TR EXCHANGE-TRADED ALP
12,168$1.5M0.44%
30
USMVISHARES TR
15,597$1.5M0.42%
31
IYWISHARES TR
7,185$1.4M0.42%
32
RDVYFIRST TR EXCHANGE TRADED FD
19,152$1.3M0.38%
33
JPMJPMORGAN CHASE & CO.
4,111$1.3M0.38%
34
XLKSELECT SECTOR SPDR TR
8,811$1.3M0.37%
35
FEXFIRST TR EXCHANGE-TRADED ALP
10,683$1.3M0.37%
36
VXUSVANGUARD STAR FDS
15,065$1.1M0.33%
37
PRFINVESCO EXCHANGE TRADED FD T
21,505$1.0M0.29%
38
OSKOSHKOSH CORP
7,988$1.0M0.29%
39
DONWISDOMTREE TR
19,212$991K0.29%
40
DBAWDBX ETF TR
23,828$982K0.28%
41
IWFISHARES TR
2,047$968K0.28%
42
FTCSFIRST TR EXCHANGE-TRADED FD
10,441$965K0.28%
43
CATCATERPILLAR INC
1,643$941K0.27%
44
QDEFFLEXSHARES TR
11,480$929K0.27%
45
MOATVANECK ETF TRUST
8,808$912K0.26%
46
LRGFISHARES TR
12,368$858K0.25%
47
DEDEERE & CO
1,778$827K0.24%
48
ORCLORACLE CORP
4,096$798K0.23%
49
IEMGISHARES INC
11,556$776K0.22%
50
DLNWISDOMTREE TR
8,502$748K0.22%
51
WMTWALMART INC
6,720$748K0.22%
52
GOOGALPHABET INC
2,366$742K0.21%
53
MDYSPDR S&P MIDCAP 400 ETF TR
1,220$736K0.21%
54
BKCGBNY MELLON ETF TRUST II
20,193$735K0.21%
55
SDYSPDR SERIES TRUST
4,796$667K0.19%
56
JNJJOHNSON & JOHNSON
3,033$627K0.18%
57
RSPTINVESCO EXCHANGE TRADED FD T
13,228$602K0.17%
58
XLFSELECT SECTOR SPDR TR
10,759$589K0.17%
59
DONSPDR DOW JONES INDL AVERAGE
1,184$568K0.16%
60
SDVYFIRST TR EXCHANGE-TRADED FD
14,671$562K0.16%
61
XOMEXXON MOBIL CORP
4,460$536K0.16%
62
AMGNAMGEN INC
1,616$528K0.15%
63
VIGIVANGUARD WHITEHALL FDS
5,659$517K0.15%
64
FTNTFORTINET INC
6,238$495K0.14%
65
GEGE AEROSPACE
1,584$487K0.14%
66
XLVSELECT SECTOR SPDR TR
3,008$465K0.13%
67
FFORD MTR CO
35,422$464K0.13%
68
KOCOCA COLA CO
6,608$461K0.13%
69
HDHOME DEPOT INC
1,314$452K0.13%
70
FAIFIRST TR EXCHANGE TRADED FD
7,183$451K0.13%
71
TAT&T INC
18,030$447K0.13%
72
IMCBISHARES TR
5,392$446K0.13%
73
CSXCSX CORP
11,349$411K0.12%
74
IMCGISHARES TR
4,950$395K0.11%
75
CSCOCISCO SYS INC
5,068$390K0.11%
76
MAMASTERCARD INCORPORATED
671$383K0.11%
77
IJRISHARES TR
3,144$377K0.11%
78
EFAISHARES TR
3,811$365K0.11%
79
DTEDTE ENERGY CO
2,797$360K0.10%
80
RTXRTX CORPORATION
1,927$353K0.10%
81
CITCINTAS CORP
1,799$338K0.10%
82
BRK/BBERKSHIRE HATHAWAY INC DEL
653$328K0.09%
83
NVDANVIDIA CORPORATION
1,696$316K0.09%
84
LMTLOCKHEED MARTIN CORP
653$315K0.09%
85
MRKMERCK & CO INC
2,927$308K0.09%
86
BSCQINVESCO EXCH TRD SLF IDX FD
15,434$302K0.09%
87
GOOGLALPHABET INC
965$302K0.09%
88
AMZNAMAZON COM INC
1,265$291K0.08%
89
CMICUMMINS INC
569$290K0.08%
90
AFLAFLAC INC
2,606$287K0.08%
91
ILCGISHARES TR
2,750$286K0.08%
92
PGPROCTER AND GAMBLE CO
1,994$285K0.08%
93
MGKVANGUARD WORLD FD
668$275K0.08%
94
ABBVABBVIE INC
1,168$266K0.08%
95
SOSOUTHERN CO
3,051$266K0.08%
96
SHYISHARES TR
3,164$262K0.08%
97
TXNTEXAS INSTRS INC
1,497$259K0.07%
98
GEVGE VERNOVA INC
395$258K0.07%
99
CNRCANADIAN NATL RY CO
2,592$256K0.07%
100
SLVISHARES SILVER TR
3,928$253K0.07%
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