Kaydan Wealth Management, Inc. holds a focused book of 115 reported positions worth $328.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Ishares Msci Emerging Market and trimmed First Trust Enh Short Mat FD. Their largest long position is Vanguard Value ETF at 11% of the reported non-option book.
Kaydan Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kaydan Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 25 / 80 | $1.0B |
| Avalon Advisory Group | 8 / 80 | $242.9M |
| Independent Investors Inc | 16 / 80 | $395.3M |
| Mann Financial Group, Inc. | 13 / 80 | $89.3M |
| Greenleaf Trust | 56 / 80 | $7.5B |
| Ackerman Asset Management, LLC | 11 / 80 | $119.3M |
| Financial Life Planners | 38 / 80 | $109.9M |
| New England Professional Planning Group Inc. | 17 / 80 | $188.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Kaydan Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $37.2M | 170.6K | 11.3% | ▲+2.8% Added · +5K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $31.8M | 446.7K | 9.7% | ▲+0.7% Added · +3K sh | |
| 3 | First TR Exchange-Traded FD FIRST TR ENH NEW | $24.6M | 412.4K | 7.5% | ▼−1.7% Reduced · −7K sh | |
| 4 | Ishares TR RUSSELL 2000 ETF | $21.2M | 70.4K | 6.4% | ▲+315% Added · +53K sh | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $20.7M | 97.3K | 6.3% | ▲+1.5% Added · +1K sh | |
| 6 | Ishares TR CORE S&P TTL STK | $17.2M | 104.6K | 5.2% | ▲+1.4% Added · +1K sh | |
| 7 | Ishares TR MSCI EMG MKT ETF | $15.9M | 232.5K | 4.8% | ▲New New position | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $13.5M | 36.6K | 4.1% | ▲+127% Added · +20K sh | |
| 9 | Ishares TR 7-10 YR TRSY BD | $11.3M | 119.3K | 3.4% | ▼−38% Reduced · −75K sh | |
| 10 | First TR Exchange-Traded Alp COM SHS | $8.4M | 86.6K | 2.6% | ▼−2.5% Reduced · −2K sh | |
| 11 | Ishares TR CORE S&P MCP ETF | $7.5M | 97.7K | 2.3% | ▲+2.3% Added · +2K sh | |
| 12 | Ishares TR S&P 100 ETF | $6.9M | 19.0K | 2.1% | ▲+1.6% Added · +306 sh | |
| 13 | Ishares TR CORE MSCI EAFE | $5.8M | 59.6K | 1.8% | ▲+2.0% Added · +1K sh | |
| 14 | Ishares TR 20 YR TR BD ETF | $5.4M | 62.5K | 1.6% | ▼−58% Reduced · −86K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $4.9M | 6.7K | 1.5% | ▲New New position | |
| 16 | Ishares TR CORE S&P500 ETF | $4.9M | 6.5K | 1.5% | ▲+2.2% Added · +140 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $4.7M | 19.7K | 1.4% | ▲+0.9% Added · +181 sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $4.6M | 53.5K | 1.4% | ▲+503% Added · +45K sh | |
| 19 | First TR Exchange-Traded FD SHS | $4.2M | 86.9K | 1.3% | ▲+1.0% Added · +855 sh | |
| 20 | First TR Exchange Traded FD NASD TECH DIV | $3.4M | 29.9K | 1.0% | ▼−0.2% Reduced · −50 sh | |
| 21 | Raymond James Finl Inc COM | $3.2M | 21.2K | 1.0% | —Held | |
| 22 | Apple Inc COM | $3.0M | 10.5K | 0.9% | ▲+0.9% Added · +95 sh | |
| 23 | Ishares TR S&P 500 GRWT ETF | $2.9M | 20.9K | 0.9% | ▲+2.1% Added · +435 sh | |
| 24 | Ishares TR SELECT DIVID ETF | $2.5M | 16.2K | 0.8% | ▲+0.2% Added · +33 sh | |
| 25 | Microsoft Corp COM | $1.9M | 5.2K | 0.6% | ▼−5.2% Reduced · −284 sh | |
| 26 | Ishares TR U.S. TECH ETF | $1.8M | 7.2K | 0.6% | —Held | |
| 27 | First TR Exchange-Traded Alp COM SHS | $1.8M | 12.1K | 0.5% | ▲+1.0% Added · +118 sh | |
| 28 | Caterpillar Inc COM | $1.8M | 1.6K | 0.5% | ▲+0.4% Added · +7 sh | |
| 29 | Ishares TR DOW JONES US ETF | $1.7M | 9.3K | 0.5% | —Held | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $1.6M | 8.6K | 0.5% | ▼−1.3% Reduced · −117 sh | |
| 31 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.6M | 20.1K | 0.5% | ▲+2.4% Added · +466 sh | |
| 32 | Vanguard Star FDS VG TL INTL STK F | $1.6M | 18.4K | 0.5% | ▲+13% Added · +2K sh | |
| 33 | First TR Exchange-Traded Alp COM SHS | $1.5M | 10.6K | 0.5% | ▼−0.5% Reduced · −57 sh | |
| 34 | Ishares TR MSCI USA MIN ETF | $1.4M | 14.5K | 0.4% | ▼−5.7% Reduced · −882 sh | |
| 35 | JPMorgan Chase & Co COM | $1.4M | 4.2K | 0.4% | ▼−0.8% Reduced · −32 sh | |
| 36 | Stryker Corporation COM | $1.3M | 4.1K | 0.4% | ▼−28% Reduced · −2K sh | |
| 37 | General MTRS Co COM | $1.3M | 16.5K | 0.4% | ▼−2.0% Reduced · −341 sh | |
| 38 | Oshkosh Corp COM | $1.2M | 8.0K | 0.4% | —Held | |
| 39 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $1.2M | 21.5K | 0.4% | —Held | |
| 40 | Wisdomtree TR US MIDCAP DIVID | $1.1M | 20.0K | 0.3% | ▲+2.3% Added · +458 sh | |
| 41 | Deere & Co COM | $1.1M | 1.8K | 0.3% | —Held | |
| 42 | DBX ETF TR XTRACK MSCI ALL | $1.1M | 23.0K | 0.3% | ▼−1.8% Reduced · −426 sh | |
| 43 | Ishares Inc CORE MSCI EMKT | $1.0M | 12.5K | 0.3% | ▲+1.6% Added · +192 sh | |
| 44 | Flexshares TR QLT DIV DEF IDX | $1.0M | 11.8K | 0.3% | ▲+2.6% Added · +299 sh | |
| 45 | Ishares TR RUS 1000 GRW ETF | $1.0M | 8.2K | 0.3% | ▲+300% Added · +6K sh | |
| 46 | First TR Exchange-Traded FD CAP STRENGTH ETF | $1.0M | 10.9K | 0.3% | ▲New New position | |
| 47 | Vaneck ETF Trust MRNGSTR WDE MOAT | $916K | 8.8K | 0.3% | —Held | |
| 48 | Ishares TR U S EQUITY FACTR | $912K | 12.1K | 0.3% | ▲+0.3% Added · +40 sh | |
| 49 | Alphabet Inc CAP STK CL C | $870K | 2.5K | 0.3% | ▼−4.1% Reduced · −105 sh | |
| 50 | Johnson & Johnson COM | $836K | 3.3K | 0.3% | ▲+3.5% Added · +110 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 115 | $328.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 109 | $299.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 112 | $345.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 113 | $350.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 112 | $305.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 107 | $311.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 108 | $300.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 106 | $338.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.