Kaydan Wealth Management, Inc. Portfolio Stock Holdings
Kaydan Wealth Management, Inc. disclosed 109 stock positions valued at approximately $299.0 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 March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 109
- Portfolio Value
- $299.0M
Holdings by Sector
Kaydan Wealth Management, Inc. Portfolio Holdings in Q1 2026
107 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 10.89% | 166,010 | -326 | -0.20% | $32,571,118 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.50% | 443,433 | -228,696 | -34.03% | $28,415,187 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 8.39% | 419,546 | +4,053 | +0.98% | $25,080,460 |
| ISHARES TR | IEF | Other | 6.19% | 193,841 | -75,984 | -28.16% | $18,500,189 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 6.15% | 95,868 | +183 | +0.19% | $18,398,918 |
| ISHARES GOLD TR | IAU | Other | 5.25% | 177,975 | -253,622 | -58.76% | $15,690,276 |
| ISHARES TR | ITOT | Other | 4.91% | 103,145 | -99,012 | -48.98% | $14,690,895 |
| ISHARES TR | TLT | Other | 4.30% | 148,381 | -453 | -0.30% | $12,863,149 |
| FIRST TR EXCHANGE-TRADED ALP | FTA | Other | 2.74% | 88,824 | -427 | -0.48% | $8,202,896 |
| ISHARES TR | IJH | Other | 2.16% | 95,438 | +3,973 | +4.34% | $6,444,895 |
| ISHARES TR | OEF | Other | 1.98% | 18,659 | +742 | +4.14% | $5,934,960 |
| ISHARES TR | IEFA | Other | 1.77% | 58,426 | +2,585 | +4.63% | $5,289,312 |
| VANGUARD INDEX FDS | VTI | Other | 1.73% | 16,130 | -254 | -1.55% | $5,174,525 |
| ISHARES TR | IWM | Other | 1.41% | 16,973 | +535 | +3.25% | $4,209,378 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.40% | 19,475 | +32 | +0.16% | $4,188,294 |
| ISHARES TR | IVV | Other | 1.39% | 6,383 | +159 | +2.55% | $4,169,370 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 1.35% | 86,042 | +1,915 | +2.28% | $4,046,555 |
| VANGUARD INDEX FDS | VUG | Other | 1.30% | 8,866 | +158 | +1.81% | $3,872,580 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 1.03% | 21,175 | - | - | $3,065,928 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.94% | 29,973 | -109 | -0.36% | $2,807,272 |
| APPLE INC | AAPL | Technology | 0.88% | 10,416 | +306 | +3.03% | $2,643,572 |
| ISHARES TR | DVY | Other | 0.82% | 16,197 | +228 | +1.43% | $2,452,315 |
| ISHARES TR | IVW | Other | 0.77% | 20,458 | +21 | +0.10% | $2,314,004 |
| MICROSOFT CORP | MSFT | Technology | 0.67% | 5,444 | +159 | +3.01% | $2,015,329 |
| STRYKER CORPORATION | SYK | Healthcare | 0.62% | 5,679 | +4 | +0.07% | $1,866,063 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 0.51% | 11,991 | -177 | -1.45% | $1,537,757 |
| ISHARES TR | IYY | Other | 0.49% | 9,273 | -12 | -0.13% | $1,469,307 |
| ISHARES TR | USMV | Other | 0.48% | 15,429 | -168 | -1.08% | $1,430,885 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.45% | 19,612 | +460 | +2.40% | $1,339,093 |
| ISHARES TR | IYW | Other | 0.44% | 7,185 | - | - | $1,303,503 |
| FIRST TR EXCHANGE-TRADED ALP | FEX | Other | 0.43% | 10,629 | -54 | -0.51% | $1,295,970 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.42% | 16,875 | -8,395 | -33.22% | $1,257,188 |
| VANGUARD STAR FDS | VXUS | Other | 0.42% | 16,260 | +1,195 | +7.93% | $1,253,842 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.41% | 4,193 | +82 | +1.99% | $1,233,413 |
| OSHKOSH CORP | OSK | Industrials | 0.39% | 7,988 | - | - | $1,175,913 |
| CATERPILLAR INC | CAT | Industrials | 0.39% | 1,643 | - | - | $1,164,000 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.39% | 8,702 | -109 | -1.24% | $1,156,496 |
| WISDOMTREE TR | DON | Other | 0.34% | 19,587 | +375 | +1.95% | $1,029,101 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.34% | 21,505 | - | - | $1,022,133 |
| DEERE & CO | DE | Industrials | 0.33% | 1,778 | - | - | $1,001,547 |
| DBX ETF TR | DBAW | Other | 0.33% | 23,417 | -411 | -1.72% | $999,705 |
| FLEXSHARES TR | QDEF | Other | 0.31% | 11,528 | +48 | +0.42% | $920,165 |
| ISHARES TR | IWF | Other | 0.29% | 2,063 | +16 | +0.78% | $879,663 |
| ISHARES INC | IEMG | Other | 0.29% | 12,278 | +722 | +6.25% | $856,391 |
| VANECK ETF TRUST | MOAT | Other | 0.28% | 8,808 | - | - | $851,734 |
| WALMART INC | WMT | Consumer Defensive | 0.28% | 6,776 | +56 | +0.83% | $842,121 |
| EXXON MOBIL CORP | XOM | Energy | 0.27% | 4,757 | +297 | +6.66% | $807,073 |
| ISHARES TR | LRGF | Other | 0.27% | 12,023 | -345 | -2.79% | $793,518 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.26% | 3,183 | +150 | +4.95% | $778,109 |
| WISDOMTREE TR | DLN | Other | 0.25% | 8,529 | +27 | +0.32% | $761,896 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.25% | 1,220 | - | - | $752,447 |
| ALPHABET INC | GOOG | Communication Services | 0.25% | 2,566 | +200 | +8.45% | $736,083 |
| SPDR SERIES TRUST | SDY | Other | 0.24% | 5,003 | +207 | +4.32% | $730,138 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.23% | 17,391 | +2,720 | +18.54% | $685,727 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.21% | 7,119 | +1,460 | +25.80% | $629,747 |
| ORACLE CORP | ORCL | Technology | 0.20% | 4,123 | +27 | +0.66% | $606,535 |
| AMGEN INC | AMGN | Healthcare | 0.19% | 1,616 | - | - | $568,590 |
| AT&T INC | T | Communication Services | 0.19% | 19,215 | +1,185 | +6.57% | $557,049 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.19% | 11,228 | +469 | +4.36% | $554,326 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.19% | 12,233 | -995 | -7.52% | $553,666 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.18% | 1,184 | - | - | $548,417 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 6,608 | - | - | $502,536 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.16% | 3,222 | +214 | +7.11% | $472,377 |
| CSX CORP | CSX | Industrials | 0.16% | 11,349 | - | - | $465,876 |
| ISHARES TR | IMCB | Other | 0.15% | 5,392 | - | - | $449,855 |
| GE AEROSPACE | GE | Industrials | 0.15% | 1,584 | - | - | $449,492 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.15% | 1,351 | +37 | +2.82% | $444,382 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 0.15% | 7,183 | - | - | $434,123 |
| DTE ENERGY CO | DTE | Utilities | 0.14% | 2,797 | - | - | $408,977 |
| FORD MTR CO | F | Consumer Cyclical | 0.14% | 35,422 | - | - | $408,770 |
| CISCO SYS INC | CSCO | Technology | 0.14% | 5,222 | +154 | +3.04% | $405,188 |
| NVIDIA CORPORATION | NVDA | Technology | 0.14% | 2,319 | +623 | +36.73% | $404,434 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.13% | 659 | +6 | +0.92% | $398,293 |
| ISHARES TR | IJR | Other | 0.13% | 3,179 | +35 | +1.11% | $395,181 |
| ISHARES TR | IMCG | Other | 0.13% | 4,950 | - | - | $389,912 |
| ISHARES TR | EFA | Other | 0.12% | 3,778 | -33 | -0.87% | $366,957 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 2,925 | -2 | -0.07% | $351,848 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 395 | - | - | $344,796 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.11% | 687 | +16 | +2.38% | $343,266 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 1,559 | +294 | +23.24% | $324,693 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 653 | - | - | $312,918 |
| CUMMINS INC | CMI | Industrials | 0.10% | 574 | +5 | +0.88% | $308,823 |
| CINTAS CORP | CTAS | Industrials | 0.10% | 1,796 | -3 | -0.17% | $303,775 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.10% | 15,434 | - | - | $301,435 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.10% | 2,065 | +71 | +3.56% | $298,269 |
| TEXAS INSTRS INC | TXN | Technology | 0.10% | 1,520 | +23 | +1.54% | $295,093 |
| SOUTHERN CO | SO | Utilities | 0.10% | 3,051 | - | - | $294,451 |
| ALPHABET INC | GOOGL | Communication Services | 0.10% | 1,004 | +39 | +4.04% | $288,710 |
| AFLAC INC | AFL | Financial Services | 0.10% | 2,606 | - | - | $285,864 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 1,262 | +94 | +8.05% | $274,366 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.09% | 2,592 | - | - | $266,380 |
| ISHARES TR | ILCG | Other | 0.09% | 2,750 | - | - | $262,570 |
| EATON CORP PLC | ETN | Other | 0.09% | 726 | +726 | +100.00% | $259,668 |
| INVESCO EXCHANGE TRADED FD T | RZG | Other | 0.08% | 4,445 | - | - | $253,189 |
| CONOCOPHILLIPS | COP | Energy | 0.08% | 1,912 | +1,912 | +100.00% | $252,384 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.08% | 12,546 | +1 | +0.01% | $246,221 |
| VANGUARD WORLD FD | MGK | Other | 0.08% | 663 | -5 | -0.75% | $243,613 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.08% | 2,398 | -7 | -0.29% | $236,275 |
| WISDOMTREE TR | EZM | Other | 0.08% | 3,450 | - | - | $231,909 |
| ISHARES TR | IYH | Other | 0.08% | 3,681 | - | - | $226,923 |