Kaydan Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Kaydan Wealth Management, Inc. disclosed 114 stock positions valued at approximately $328.14M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and FIRST TR EXCHANGE-TRADED FD.
- Report Period
- June 30, 2026
- No. of Stocks
- 114
- Portfolio Value
- $328.14M
Holdings by Sector
Kaydan Wealth Management, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 114 holdings in the latest reporting period.