Kaydan Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Kaydan Wealth Management, Inc. held in its portfolio 109 assets valued at $345,508,402 (i.e. $345.51M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($41.99M), ISHARES GOLD TR ($35.03M), and VANGUARD INDEX FDS ($31.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 109 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kaydan Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 672129 | 41987899 | VAN FTSE DEV MKT |
| ISHARES GOLD TR | 431597 | 35032728 | ISHARES NEW |
| VANGUARD INDEX FDS | 166336 | 31768462 | VALUE ETF |
| ISHARES TR | 202157 | 30058653 | CORE S&P TTL STK |
| ISHARES TR | 269825 | 25946360 | 7-10 YR TRSY BD |
| FIRST TR EXCHANGE-TRADED FD | 415493 | 24900495 | FIRST TR ENH NEW |
| INVESCO EXCHANGE TRADED FD T | 95685 | 18329378 | S&P500 EQL WGT |
| ISHARES TR | 148834 | 12972371 | 20 YR TR BD ETF |
| FIRST TR EXCHANGE-TRADED ALP | 112102 | 10488828 | COM SHS |
| ISHARES TR | 17917 | 6144959 | S&P 100 ETF |
| ISHARES TR | 91465 | 6036689 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 16384 | 5493219 | TOTAL STK MKT |
| ISHARES TR | 55841 | 4995542 | CORE MSCI EAFE |
| VANGUARD SPECIALIZED FUNDS | 19443 | 4273183 | DIV APP ETF |
| ISHARES TR | 6224 | 4262899 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 8708 | 4248285 | GROWTH ETF |
| INVESCO QQQ TR | 6650 | 4085162 | UNIT SER 1 |
| ISHARES TR | 16438 | 4046393 | RUSSELL 2000 ETF |
| FIRST TR EXCHANGE-TRADED FD | 84127 | 3876572 | SHS |
| RAYMOND JAMES FINL INC | 21175 | 3400493 | COM |
| FIRST TR EXCHANGE TRADED FD | 30082 | 2913114 | NASD TECH DIV |
| APPLE INC | 10110 | 2748595 | COM |
| MICROSOFT CORP | 5285 | 2556093 | COM |
| ISHARES TR | 20437 | 2519065 | S&P 500 GRWT ETF |
| ISHARES TR | 15969 | 2253884 | SELECT DIVID ETF |
| GENERAL MTRS CO | 25270 | 2054956 | COM |
| STRYKER CORPORATION | 5675 | 1994592 | COM |
| ISHARES TR | 9285 | 1539546 | DOW JONES US ETF |
| ISHARES TR | 15597 | 1468614 | MSCI USA MIN VOL |
| ISHARES TR | 7185 | 1434701 | U.S. TECH ETF |
| FIRST TR EXCHANGE TRADED FD | 19152 | 1330457 | RISNG DIVD ACHIV |
| JPMORGAN CHASE & CO. | 4111 | 1324646 | COM |
| SELECT SECTOR SPDR TR | 8811 | 1268520 | STATE STREET TEC |
| VANGUARD STAR FDS | 15065 | 1136535 | VG TL INTL STK F |
| INVESCO EXCHANGE TRADED FD T | 21505 | 1009015 | RAFI US 1000 ETF |
| OSHKOSH CORP | 7988 | 1003532 | COM |
| WISDOMTREE TR | 19212 | 991339 | US MIDCAP DIVID |
| DBX ETF TR | 23828 | 982307 | XTRACK MSCI ALL |
| ISHARES TR | 2047 | 968845 | RUS 1000 GRW ETF |
| FIRST TR EXCHANGE-TRADED FD | 10441 | 965927 | CAP STRENGTH ETF |
| CATERPILLAR INC | 1643 | 941225 | COM |
| FLEXSHARES TR | 11480 | 929421 | QLT DIV DEF IDX |
| VANECK ETF TRUST | 8808 | 912156 | MRNGSTR WDE MOAT |
| SPDR SERIES TRUST | 7721 | 902055 | STATE STREET SPD |
| ISHARES TR | 12368 | 858710 | U S EQUITY FACTR |
| DEERE & CO | 1778 | 827783 | COM |
| ORACLE CORP | 4096 | 798351 | COM |
| ISHARES INC | 11556 | 776794 | CORE MSCI EMKT |
| WISDOMTREE TR | 8502 | 748856 | US LARGECAP DIVD |
| WALMART INC | 6720 | 748675 | COM |
| ALPHABET INC | 2366 | 742451 | CAP STK CL C |
| SPDR S&P MIDCAP 400 ETF TR | 1220 | 736002 | UTSER1 S&PDCRP |
| BNY MELLON ETF TRUST II | 20193 | 735457 | CONCENTRATED GRW |
| JOHNSON & JOHNSON | 3033 | 627727 | COM |
| INVESCO EXCHANGE TRADED FD T | 13228 | 602006 | S&P500 EQL TEC |
| SELECT SECTOR SPDR TR | 10759 | 589270 | STATE STREET FIN |
| SPDR DOW JONES INDL AVERAGE | 1184 | 568995 | UT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 14671 | 562193 | SMID RISNG ETF |
| EXXON MOBIL CORP | 4460 | 536716 | COM |
| AMGEN INC | 1616 | 528933 | COM |
| VANGUARD WHITEHALL FDS | 5659 | 517516 | INTL DVD ETF |
| FORTINET INC | 6238 | 495360 | COM |
| GE AEROSPACE | 1584 | 487920 | COM NEW |
| SELECT SECTOR SPDR TR | 3008 | 465638 | STATE STREET HEA |
| FORD MTR CO | 35422 | 464737 | COM |
| COCA COLA CO | 6608 | 461963 | COM |
| HOME DEPOT INC | 1314 | 452201 | COM |
| FIRST TR EXCHANGE TRADED FD | 7183 | 451952 | DORSEY WRT 5 ETF |
| AT&T INC | 18030 | 447870 | COM |
| ISHARES TR | 5392 | 446080 | MRGSTR MD CP ETF |
| CSX CORP | 11349 | 411401 | COM |
| ISHARES TR | 4950 | 395208 | MRGSTR MD CP GRW |
| CISCO SYS INC | 5068 | 390401 | COM |
| MASTERCARD INCORPORATED | 671 | 383060 | CL A |
| ISHARES TR | 3144 | 377846 | CORE S&P SCP ETF |
| ISHARES TR | 3811 | 365970 | MSCI EAFE ETF |
| DTE ENERGY CO | 2797 | 360757 | COM |
| RTX CORPORATION | 1927 | 353412 | COM |
| CINTAS CORP | 1799 | 338338 | COM |
| BERKSHIRE HATHAWAY INC DEL | 653 | 328230 | CL B NEW |
| NVIDIA CORPORATION | 1696 | 316304 | COM |
| LOCKHEED MARTIN CORP | 653 | 315837 | COM |
| MERCK & CO INC | 2927 | 308096 | COM |
| INVESCO EXCH TRD SLF IDX FD | 15434 | 302113 | BULSHS 2026 CB |
| ALPHABET INC | 965 | 302045 | CAP STK CL A |
| AMAZON COM INC | 1265 | 291987 | COM |
| CUMMINS INC | 569 | 290446 | COM |
| AFLAC INC | 2606 | 287323 | COM |
| ISHARES TR | 2750 | 286110 | MORNINGSTAR GRWT |
| PROCTER AND GAMBLE CO | 1994 | 285760 | COM |
| VANGUARD WORLD FD | 668 | 275730 | MEGA GRWTH IND |
| ABBVIE INC | 1168 | 266866 | COM |
| SOUTHERN CO | 3051 | 266019 | COM |
| ISHARES TR | 3164 | 262042 | 1 3 YR TREAS BD |
| TEXAS INSTRS INC | 1497 | 259715 | COM |
| GE VERNOVA INC | 395 | 258160 | COM |
| CANADIAN NATL RY CO | 2592 | 256219 | COM |
| ISHARES SILVER TR | 3928 | 253042 | ISHARES |
| TRINET GROUP INC | 4211 | 248996 | COM |
| INVESCO EXCH TRD SLF IDX FD | 12545 | 247638 | BULSHS 2027 CB |
| DIREXION SHS ETF TR | 2405 | 246056 | NAS100 EQL WGT |
| INVESCO EXCHANGE TRADED FD T | 4445 | 241719 | S&P SML600 GWT |
| ABBOTT LABS | 1920 | 240596 | COM |
| ISHARES TR | 3681 | 239661 | US HLTHCARE ETF |
| WISDOMTREE TR | 3450 | 230460 | US MIDCAP FUND |
| ISHARES TR | 1304 | 220076 | ISHARES BIOTECH |
| BANK AMERICA CORP | 3939 | 216645 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4127 | 206309 | FST LOW OPPT EFT |
| BLACKROCK ENHANCED EQUITY DI | 21513 | 203943 | COM |
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