Kaydan Wealth Management, Inc.
13F Reported Value
ⓘ$299.0M
Holdings
109
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Kaydan Wealth Management, Inc. disclosed 109 positions worth $299.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 6 and a full exit from $QQQ. The portfolio is most concentrated in Other (77.3% of disclosed assets). All figures are sourced directly from Kaydan Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1964532.
AI Fund Analysis
Diversifying
$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$32.6M166,010 shVANGUARD TAX-MANAGED FDS
—Quality
$28.4M443,433 shFIRST TR EXCHANGE-TRADED FD
—Quality
$25.1M419,546 shISHARES TR
—Quality
$18.5M193,841 sh- —
Quality
$18.4M95,868 sh - —
Quality
$15.7M177,975 sh PROSHARES TR
—Quality
$14.7M387,723 shISHARES TR
—Quality
$14.7M103,145 shISHARES TR
—Quality
$12.9M148,381 shFIRST TR EXCHANGE-TRADED ALP
—Quality
$8.2M88,824 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $32.6M | 166,010 |
| VANGUARD TAX-MANAGED FDS | — | $28.4M | 443,433 |
| FIRST TR EXCHANGE-TRADED FD | — | $25.1M | 419,546 |
| ISHARES TR | — | $18.5M | 193,841 |
| Invesco Ltd.$IVZ | — | $18.4M | 95,868 |
 ISHARES GOLD TRUST$IAU | — | $15.7M | 177,975 |
| PROSHARES TR | — | $14.7M | 387,723 |
| ISHARES TR | — | $14.7M | 103,145 |
| ISHARES TR | — | $12.9M | 148,381 |
| FIRST TR EXCHANGE-TRADED ALP | — | $8.2M | 88,824 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kaydan Wealth Management, Inc.'s 109 positions.
Showing top 10 of 109 holdings.
Sector Allocation
Other
$231.1M
Financials
$43.9M
Technology
$8.2M
Industrials
$6.7M
Healthcare
$4.0M
Consumer Discretionary
$1.9M
Energy
$1.1M
Consumer Staples
$800,805
Full Holdings — Kaydan Wealth Management, Inc. (Q1 2026)
All 109 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $32.6M | 10.9% | -0% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS | $28.4M | 9.5% | -34% | — |
| 3 | — | FIRST TR EXCHANGE-TRADED FD | $25.1M | 8.4% | +1% | — |
| 4 | — | ISHARES TR | $18.5M | 6.2% | -28% | — |
| 5 | $IVZ | Invesco Ltd. | $18.4M | 6.2% | +0% | — |
| 6 | $IAU | ISHARES GOLD TRUST | $15.7M | 5.3% | -59% | — |
| 7 | — | PROSHARES TR | $14.7M | 4.9% | NEW | — |
| 8 | — | ISHARES TR | $14.7M | 4.9% | -49% | — |
| 9 | — | ISHARES TR | $12.9M | 4.3% | -0% | — |
| 10 | — | FIRST TR EXCHANGE-TRADED ALP | $8.2M | 2.7% | -0% | — |
| 11 | — | ISHARES TR | $6.4M | 2.2% | +4% | — |
| 12 | — | ISHARES TR | $5.9M | 2.0% | +4% | — |
| 13 | — | ISHARES TR | $5.3M | 1.8% | +5% | — |
| 14 | — | VANGUARD INDEX FDS | $5.2M | 1.7% | -2% | — |
| 15 | — | ISHARES TR | $4.2M | 1.4% | +3% | — |
| 16 | — | VANGUARD SPECIALIZED FUNDS | $4.2M | 1.4% | +0% | — |
| 17 | — | ISHARES TR | $4.2M | 1.4% | +3% | — |
| 18 | — | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.4% | +2% | — |
| 19 | — | VANGUARD INDEX FDS | $3.9M | 1.3% | +2% | — |
| 20 |  $RJF | RAYMOND JAMES FINANCIAL INC | $3.1M | 1.0% | +0% | 63.8 |
| 21 | — | FIRST TR EXCHANGE TRADED FD | $2.8M | 0.9% | -0% | — |
| 22 |  $AAPL | Apple Inc. | $2.6M | 0.9% | +3% | 76.1 |
| 23 | — | ISHARES TR | $2.5M | 0.8% | +1% | — |
| 24 | — | ISHARES TR | $2.3M | 0.8% | +0% | — |
| 25 |  $MSFT | MICROSOFT CORP | $2.0M | 0.7% | +3% | 83.7 |
| 26 |  $SYK | STRYKER CORP | $1.9M | 0.6% | +0% | 69.8 |
| 27 | — | FIRST TR EXCHANGE-TRADED ALP | $1.5M | 0.5% | -1% | — |
| 28 | — | ISHARES TR | $1.5M | 0.5% | -0% | — |
| 29 | — | ISHARES TR | $1.4M | 0.5% | -1% | — |
| 30 | — | FIRST TR EXCHANGE TRADED FD | $1.3M | 0.5% | +2% | — |
| 31 | — | ISHARES TR | $1.3M | 0.4% | +0% | — |
| 32 | — | FIRST TR EXCHANGE-TRADED ALP | $1.3M | 0.4% | -1% | — |
| 33 |  $GM | General Motors Co | $1.3M | 0.4% | -33% | 58.7 |
| 34 | — | VANGUARD STAR FDS | $1.3M | 0.4% | +8% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.4% | +2% | 35.6 |
| 36 |  $OSK | OSHKOSH CORP | $1.2M | 0.4% | +0% | 53 |
| 37 |  $CAT | CATERPILLAR INC | $1.2M | 0.4% | +0% | 67.8 |
| 38 | — | SELECT SECTOR SPDR TR | $1.2M | 0.4% | -1% | — |
| 39 |  $WT | WisdomTree, Inc. | $1.0M | 0.3% | +2% | 62.9 |
| 40 | $IVZ | Invesco Ltd. | $1.0M | 0.3% | +0% | — |
| 41 |  $DE | DEERE & CO | $1.0M | 0.3% | +0% | 57.4 |
| 42 | — | DBX ETF TR | $999,705 | 0.3% | -2% | — |
| 43 | — | FLEXSHARES TR | $920,165 | 0.3% | +0% | — |
| 44 | — | ISHARES TR | $879,663 | 0.3% | +1% | — |
| 45 | — | ISHARES INC | $856,391 | 0.3% | +6% | — |
| 46 | — | VANECK ETF TRUST | $851,734 | 0.3% | +0% | — |
| 47 |  $WMT | Walmart Inc. | $842,121 | 0.3% | +1% | 63.2 |
| 48 |  $XOM | EXXON MOBIL CORP | $807,073 | 0.3% | +7% | 61.8 |
| 49 | — | ISHARES TR | $793,518 | 0.3% | -3% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $778,109 | 0.3% | +5% | 72.8 |
| 51 | $WT | WisdomTree, Inc. | $761,896 | 0.3% | +0% | 62.9 |
| 52 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $752,447 | 0.3% | +0% | — |
| 53 |  $GOOGL | Alphabet Inc. | $736,083 | 0.3% | +8% | 80.2 |
| 54 | — | SPDR SERIES TRUST | $730,138 | 0.2% | +4% | — |
| 55 | — | BNY MELLON ETF TRUST II | $686,027 | 0.2% | +0% | — |
| 56 | — | FIRST TR EXCHANGE TRADED FD | $685,727 | 0.2% | +19% | — |
| 57 | — | VANGUARD WHITEHALL FDS | $629,747 | 0.2% | +26% | — |
| 58 |  $ORCL | ORACLE CORP | $606,535 | 0.2% | +1% | 67.2 |
| 59 |  $AMGN | AMGEN INC | $568,590 | 0.2% | +0% | 79.5 |
| 60 |  $T | AT&T INC. | $557,049 | 0.2% | +7% | 71.9 |
| 61 | — | SELECT SECTOR SPDR TR | $554,326 | 0.2% | +4% | — |
| 62 | $IVZ | Invesco Ltd. | $553,666 | 0.2% | -8% | — |
| 63 | — | STATE STR SPDR DOW JONES IND | $548,417 | 0.2% | +0% | — |
| 64 |  $KO | COCA COLA CO | $502,536 | 0.2% | +0% | 74 |
| 65 | — | SELECT SECTOR SPDR TR | $472,377 | 0.2% | +7% | — |
| 66 |  $CSX | CSX CORP | $465,876 | 0.2% | +0% | 66.4 |
| 67 | — | ISHARES TR | $449,855 | 0.1% | +0% | — |
| 68 |  $GE | GENERAL ELECTRIC CO | $449,492 | 0.1% | +0% | 74.8 |
| 69 |  $HD | HOME DEPOT, INC. | $444,382 | 0.1% | +3% | 69.2 |
| 70 | — | FIRST TR EXCHANGE TRADED FD | $434,123 | 0.1% | +0% | — |
| 71 |  $DTB | DTE ENERGY CO | $408,977 | 0.1% | +0% | — |
| 72 |  $F | FORD MOTOR CO | $408,770 | 0.1% | +0% | 58.5 |
| 73 |  $CSCO | CISCO SYSTEMS, INC. | $405,188 | 0.1% | +3% | 72.3 |
| 74 |  $NVDA | NVIDIA CORP | $404,434 | 0.1% | +37% | 90.2 |
| 75 |  $LMT | LOCKHEED MARTIN CORP | $398,293 | 0.1% | +1% | 65 |
| 76 | — | ISHARES TR | $395,181 | 0.1% | +1% | — |
| 77 | — | ISHARES TR | $389,912 | 0.1% | +0% | — |
| 78 | — | ISHARES TR | $366,957 | 0.1% | -1% | — |
| 79 |  $MRK | Merck & Co., Inc. | $351,848 | 0.1% | -0% | 70.9 |
| 80 |  $GEV | GE Vernova Inc. | $344,796 | 0.1% | +0% | 70.1 |
| 81 |  $MA | Mastercard Inc | $343,266 | 0.1% | +2% | 81.7 |
| 82 |  $AMZN | AMAZON COM INC | $324,693 | 0.1% | +23% | 74.6 |
| 83 |  $BRK.B | BERKSHIRE HATHAWAY INC | $312,918 | 0.1% | +0% | 64.5 |
| 84 |  $CMI | CUMMINS INC | $308,823 | 0.1% | +1% | 58.9 |
| 85 |  $CTAS | CINTAS CORP | $303,775 | 0.1% | -0% | 76.3 |
| 86 | $IVZ | Invesco Ltd. | $301,435 | 0.1% | +0% | — |
| 87 |  $PG | PROCTER & GAMBLE Co | $298,269 | 0.1% | +4% | 72.9 |
| 88 |  $TXN | TEXAS INSTRUMENTS INC | $295,093 | 0.1% | +2% | 70.4 |
| 89 |  $SO | SOUTHERN CO | $294,451 | 0.1% | +0% | 65.1 |
| 90 |  $GOOG | Alphabet Inc. | $288,710 | 0.1% | +4% | 80.2 |
| 91 |  $AFL | AFLAC INC | $285,864 | 0.1% | +0% | 60.3 |
| 92 |  $ABBV | AbbVie Inc. | $274,366 | 0.1% | +8% | 59.3 |
| 93 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $266,380 | 0.1% | +0% | — |
| 94 | — | ISHARES TR | $262,570 | 0.1% | +0% | — |
| 95 |  $ETN | Eaton Corp plc | $259,668 | 0.1% | NEW | — |
| 96 | $IVZ | Invesco Ltd. | $253,189 | 0.1% | +0% | — |
| 97 |  $COP | CONOCOPHILLIPS | $252,384 | 0.1% | NEW | 74.8 |
| 98 | $IVZ | Invesco Ltd. | $246,221 | 0.1% | +0% | — |
| 99 | — | VANGUARD WORLD FD | $243,613 | 0.1% | -1% | — |
| 100 | — | DIREXION SHARES ETF TRUST | $236,275 | 0.1% | -0% | — |
| 101 | $WT | WisdomTree, Inc. | $231,909 | 0.1% | +0% | 62.9 |
| 102 | — | ISHARES TR | $226,923 | 0.1% | +0% | — |
| 103 | — | SPDR SERIES TRUST | $225,793 | 0.1% | +1% | — |
| 104 | — | ISHARES TR | $220,180 | 0.1% | +0% | — |
| 105 | — | VANECK ETF TRUST | $211,637 | 0.1% | -94% | — |
| 106 | — | FIRST TR EXCHANGE-TRADED FD | $205,566 | 0.1% | +0% | — |
| 107 |  $ABT | ABBOTT LABORATORIES | $204,553 | 0.1% | +4% | 67 |
| 108 |  $V | VISA INC. | $200,687 | 0.1% | NEW | 83.5 |
| 109 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $185,442 | 0.1% | +0% | — |
New Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Kaydan Wealth Management, Inc. including:
Track Kaydan Wealth Management, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Kaydan Wealth Management, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Kaydan Wealth Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Kaydan Wealth Management, Inc. (SEC CIK: 1964532), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Kaydan Wealth Management, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.