Kaydan Wealth Management, Inc. Portfolio Stock Holdings
Kaydan Wealth Management, Inc. disclosed 115 stock positions valued at approximately $328.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and FIRST TR EXCHANGE-TRADED FD. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 115
- Portfolio Value
- $328.1M
Holdings by Sector
Kaydan Wealth Management, Inc. Portfolio Holdings in Q2 2026
114 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 11.33% | 170,649 | +4,639 | +2.79% | $37,189,473 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.70% | 446,720 | +3,287 | +0.74% | $31,828,800 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 7.51% | 412,387 | -7,159 | -1.71% | $24,631,876 |
| ISHARES TR | IWM | Other | 6.45% | 70,426 | +53,453 | +314.93% | $21,159,375 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 6.31% | 97,323 | +1,455 | +1.52% | $20,707,504 |
| ISHARES TR | ITOT | Other | 5.24% | 104,642 | +1,497 | +1.45% | $17,189,513 |
| ISHARES TR | EEM | Other | 4.85% | 232,524 | +232,524 | +100.00% | $15,906,967 |
| VANGUARD INDEX FDS | VTI | Other | 4.13% | 36,601 | +20,471 | +126.91% | $13,543,704 |
| ISHARES TR | IEF | Other | 3.44% | 119,262 | -74,579 | -38.47% | $11,278,607 |
| FIRST TR EXCHANGE-TRADED ALP | FTA | Other | 2.55% | 86,611 | -2,213 | -2.49% | $8,383,815 |
| ISHARES TR | IJH | Other | 2.29% | 97,660 | +2,222 | +2.33% | $7,530,572 |
| ISHARES TR | OEF | Other | 2.11% | 18,965 | +306 | +1.64% | $6,938,592 |
| ISHARES TR | IEFA | Other | 1.75% | 59,590 | +1,164 | +1.99% | $5,755,195 |
| ISHARES TR | TLT | Other | 1.65% | 62,541 | -85,840 | -57.85% | $5,404,793 |
| INVESCO QQQ TR | QQQ | Other | 1.49% | 6,657 | +7 | +0.11% | $4,902,215 |
| ISHARES TR | IVV | Other | 1.49% | 6,523 | +140 | +2.19% | $4,885,031 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.42% | 19,656 | +181 | +0.93% | $4,651,003 |
| VANGUARD INDEX FDS | VUG | Other | 1.40% | 53,493 | +44,627 | +503.35% | $4,607,887 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 1.28% | 86,897 | +855 | +0.99% | $4,186,697 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 1.05% | 29,923 | -50 | -0.17% | $3,437,591 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.98% | 21,175 | - | - | $3,219,235 |
| APPLE INC | AAPL | Technology | 0.93% | 10,511 | +95 | +0.91% | $3,041,585 |
| ISHARES TR | IVW | Other | 0.88% | 20,893 | +435 | +2.13% | $2,873,414 |
| ISHARES TR | DVY | Other | 0.77% | 16,230 | +33 | +0.20% | $2,536,741 |
| MICROSOFT CORP | MSFT | Technology | 0.59% | 5,160 | -284 | -5.22% | $1,924,908 |
| ISHARES TR | IYW | Other | 0.55% | 7,185 | - | - | $1,812,273 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 0.54% | 12,109 | +118 | +0.98% | $1,772,111 |
| CATERPILLAR INC | CAT | Industrials | 0.54% | 1,650 | +7 | +0.43% | $1,757,085 |
| ISHARES TR | IYY | Other | 0.52% | 9,273 | - | - | $1,690,282 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.50% | 8,585 | -117 | -1.34% | $1,635,614 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.50% | 20,078 | +466 | +2.38% | $1,627,519 |
| VANGUARD STAR FDS | VXUS | Other | 0.48% | 18,380 | +2,120 | +13.04% | $1,571,267 |
| FIRST TR EXCHANGE-TRADED ALP | FEX | Other | 0.45% | 10,572 | -57 | -0.54% | $1,478,742 |
| ISHARES TR | USMV | Other | 0.43% | 14,547 | -882 | -5.72% | $1,403,204 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.42% | 4,161 | -32 | -0.76% | $1,362,020 |
| STRYKER CORPORATION | SYK | Healthcare | 0.39% | 4,075 | -1,604 | -28.24% | $1,282,973 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.39% | 16,534 | -341 | -2.02% | $1,274,441 |
| OSHKOSH CORP | OSK | Industrials | 0.37% | 7,988 | - | - | $1,225,998 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.35% | 21,505 | - | - | $1,161,915 |
| WISDOMTREE TR | DON | Other | 0.35% | 20,045 | +458 | +2.34% | $1,132,943 |
| DEERE & CO | DE | Industrials | 0.34% | 1,778 | - | - | $1,127,839 |
| DBX ETF TR | DBAW | Other | 0.34% | 22,991 | -426 | -1.82% | $1,114,565 |
| ISHARES INC | IEMG | Other | 0.31% | 12,470 | +192 | +1.56% | $1,033,015 |
| FLEXSHARES TR | QDEF | Other | 0.31% | 11,827 | +299 | +2.59% | $1,029,203 |
| ISHARES TR | IWF | Other | 0.31% | 8,248 | +6,185 | +299.81% | $1,024,154 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.31% | 10,898 | +457 | +4.38% | $1,023,511 |
| VANECK ETF TRUST | MOAT | Other | 0.28% | 8,808 | - | - | $915,680 |
| ISHARES TR | LRGF | Other | 0.28% | 12,063 | +40 | +0.33% | $912,325 |
| ALPHABET INC | GOOG | Communication Services | 0.26% | 2,461 | -105 | -4.09% | $869,545 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 3,293 | +110 | +3.46% | $836,382 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.25% | 1,189 | -31 | -2.54% | $836,271 |
| WISDOMTREE TR | DLN | Other | 0.25% | 8,592 | +63 | +0.74% | $827,581 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.25% | 19,014 | +1,623 | +9.33% | $820,264 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.24% | 12,437 | +204 | +1.67% | $802,187 |
| SPDR SERIES TRUST | SDY | Other | 0.23% | 4,904 | -99 | -1.98% | $746,291 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 6,569 | -207 | -3.05% | $744,005 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.22% | 7,597 | +478 | +6.71% | $709,408 |
| FORTINET INC | FTNT | Technology | 0.22% | 4,617 | -1,621 | -25.99% | $709,264 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 4,757 | - | - | $650,377 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.19% | 1,184 | - | - | $618,510 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.19% | 11,445 | +217 | +1.93% | $613,566 |
| CISCO SYS INC | CSCO | Technology | 0.19% | 5,222 | - | - | $613,396 |
| ORACLE CORP | ORCL | Technology | 0.18% | 4,110 | -13 | -0.32% | $602,321 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 1,616 | - | - | $585,186 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.17% | 3,549 | +327 | +10.15% | $563,084 |
| CSX CORP | CSX | Industrials | 0.16% | 11,349 | - | - | $539,418 |
| COCA COLA CO | KO | Consumer Defensive | 0.16% | 6,608 | - | - | $537,030 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 0.16% | 7,057 | -126 | -1.75% | $535,485 |
| ISHARES TR | IMCB | Other | 0.16% | 5,392 | - | - | $520,652 |
| FORD MTR CO | F | Consumer Cyclical | 0.16% | 36,775 | +1,353 | +3.82% | $511,173 |
| GE AEROSPACE | GE | Industrials | 0.16% | 1,361 | -223 | -14.08% | $508,647 |
| ISHARES TR | IMCG | Other | 0.15% | 4,950 | - | - | $486,585 |
| ISHARES TR | IJR | Other | 0.14% | 3,195 | +16 | +0.50% | $473,850 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.14% | 1,332 | -19 | -1.41% | $469,825 |
| TEXAS INSTRS INC | TXN | Technology | 0.14% | 1,549 | +29 | +1.91% | $461,710 |
| DTE ENERGY CO | DTE | Utilities | 0.13% | 2,797 | - | - | $426,179 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 2,083 | -236 | -10.18% | $416,787 |
| CUMMINS INC | CMI | Industrials | 0.12% | 574 | - | - | $409,383 |
| AT&T INC | T | Communication Services | 0.12% | 19,283 | +68 | +0.35% | $399,162 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 339 | -56 | -14.18% | $398,278 |
| ISHARES TR | EFA | Other | 0.12% | 3,665 | -113 | -2.99% | $380,720 |
| MERCK & CO INC | MRK | Healthcare | 0.11% | 2,925 | - | - | $375,863 |
| ISHARES GOLD TR | IAU | Other | 0.11% | 4,976 | -172,999 | -97.20% | $375,738 |
| RTX CORPORATION | RTX | Industrials | 0.11% | 1,927 | - | - | $365,610 |
| ALPHABET INC | GOOGL | Communication Services | 0.11% | 1,010 | +6 | +0.60% | $360,944 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.11% | 2,408 | +343 | +16.61% | $353,109 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.11% | 685 | +26 | +3.95% | $348,980 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.11% | 678 | -9 | -1.31% | $348,221 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 1,458 | -101 | -6.48% | $347,500 |
| VANECK ETF TRUST | SMH | Other | 0.10% | 502 | -50 | -9.06% | $329,257 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 653 | - | - | $326,755 |
| INVESCO EXCHANGE TRADED FD T | RZG | Other | 0.10% | 4,445 | - | - | $323,126 |
| ISHARES TR | ILCG | Other | 0.10% | 2,750 | - | - | $321,805 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.09% | 2,592 | - | - | $309,070 |
| AFLAC INC | AFL | Financial Services | 0.09% | 2,606 | - | - | $305,511 |
| CINTAS CORP | CTAS | Industrials | 0.09% | 1,796 | - | - | $305,464 |
| EATON CORP PLC | ETN | Other | 0.09% | 711 | -15 | -2.07% | $302,971 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 1,177 | -85 | -6.74% | $296,304 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.09% | 2,394 | -4 | -0.17% | $292,092 |
| SOUTHERN CO | SO | Utilities | 0.09% | 3,051 | - | - | $291,980 |