KDT Advisors, LLC
CIK: 0002054458SEC EDGAR →
Portfolio Value
$71.3M
Holdings
70
As of
Q4 2025
New Positions
2
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 14,354 | $9.0M | 12.62% |
| 2 | APPLE INC | 18,181 | $4.9M | 6.93% |
| 3 | MICROSOFT CORP | 8,225 | $4.0M | 5.58% |
| 4 | VANGUARD WHITEHALL FDS | 27,539 | $4.0M | 5.54% |
| 5 | ALPHABET INC | 12,594 | $3.9M | 5.53% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 4,710 | $2.4M | 3.32% |
| 7 | VANGUARD SPECIALIZED FUNDS | 9,940 | $2.2M | 3.06% |
| 8 | ISHARES TR | 16,892 | $1.9M | 2.61% |
| 9 | NVIDIA CORPORATION | 8,629 | $1.6M | 2.26% |
| 10 | VISA INC | 3,927 | $1.4M | 1.93% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $28.3M | 39.7% |
| Technology | 14 | $17.4M | 24.4% |
| Communication Services | 4 | $5.6M | 7.8% |
| Healthcare | 6 | $3.5M | 4.9% |
| Unknown | 3 | $3.5M | 4.9% |
| Industrials | 6 | $3.1M | 4.4% |
| Energy | 4 | $2.6M | 3.6% |
| Consumer Defensive | 5 | $2.5M | 3.4% |
| Consumer Cyclical | 4 | $2.3M | 3.2% |
| Basic Materials | 2 | $1.1M | 1.5% |
| Utilities | 2 | $865K | 1.2% |
| Real Estate | 2 | $624K | 0.9% |