Kaydan Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Kaydan Wealth Management, Inc. disclosed 116 stock positions valued at approximately $291.38M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $291.38M
Holdings by Sector
Kaydan Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 12.39% | 167,028 | -3,621 | -2.12% | $36,091,538 |
| ISHARES TR | IWM | Other | 8.95% | 93,796 | +23,370 | +33.18% | $26,065,236 |
| VANGUARD INDEX FDS | VTI | Other | 7.14% | 55,628 | +19,027 | +51.98% | $20,818,495 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 6.79% | 95,179 | -2,144 | -2.20% | $19,799,176 |
| ISHARES TR | ITOT | Other | 5.84% | 102,321 | -2,321 | -2.22% | $17,013,936 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 5.73% | 280,383 | -132,004 | -32.01% | $16,685,592 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.52% | 227,604 | -219,116 | -49.05% | $16,071,118 |
| FIRST TR EXCHANGE-TRADED ALP | FTA | Other | 2.77% | 84,620 | -1,991 | -2.30% | $8,064,362 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.53% | 130,185 | +130,185 | +100.00% | $7,376,282 |
| ISHARES TR | OEF | Other | 2.35% | 17,893 | -1,072 | -5.65% | $6,836,937 |
| SPDR GOLD TR | GLD | Other | 2.32% | 17,756 | +17,756 | +100.00% | $6,762,195 |
| ISHARES TR | IJH | Other | 2.28% | 92,135 | -5,525 | -5.66% | $6,629,122 |
| ISHARES TR | IEFA | Other | 1.88% | 56,615 | -2,975 | -4.99% | $5,484,950 |
| INVESCO QQQ TR | QQQ | Other | 1.64% | 6,466 | -191 | -2.87% | $4,783,415 |
| VANGUARD INDEX FDS | VUG | Other | 1.62% | 52,314 | -1,179 | -2.20% | $4,714,015 |
| ISHARES TR | IVV | Other | 1.56% | 5,951 | -572 | -8.77% | $4,557,708 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.50% | 18,722 | -934 | -4.75% | $4,368,030 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 1.26% | 78,551 | -8,346 | -9.60% | $3,684,827 |
| APPLE INC | AAPL | Technology | 1.16% | 10,167 | -344 | -3.27% | $3,385,968 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 1.15% | 21,175 | - | - | $3,346,074 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 1.06% | 27,421 | -2,502 | -8.36% | $3,093,703 |
| ISHARES TR | IVW | Other | 1.02% | 20,887 | -6 | -0.03% | $2,971,385 |
| MICROSOFT CORP | MSFT | Technology | 0.89% | 5,072 | -88 | -1.71% | $2,601,429 |
| ISHARES TR | DVY | Other | 0.81% | 15,479 | -751 | -4.63% | $2,353,960 |
| ISHARES TR | IYW | Other | 0.65% | 7,185 | - | - | $1,903,307 |
| ISHARES TR | IYY | Other | 0.59% | 9,273 | - | - | $1,719,214 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 0.56% | 12,186 | +77 | +0.64% | $1,643,770 |
| VANGUARD STAR FDS | VXUS | Other | 0.51% | 17,553 | -827 | -4.50% | $1,491,353 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.48% | 7,135 | -1,450 | -16.89% | $1,396,676 |
| FIRST TR EXCHANGE-TRADED ALP | FEX | Other | 0.47% | 10,388 | -184 | -1.74% | $1,377,483 |
Showing 30 of 116 holdings in the latest reporting period.