Kaydan Wealth Management, Inc. holds a focused book of 115 stocks worth $328.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +24% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Kaydan Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Kaydan Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Kaydan Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $432.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $154.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $123.8B |
| LPL Financial LLC | 80 / 80 | $87.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $78.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.2B |
| FMR LLC | 79 / 80 | $477.6B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $386.7B |
Ranked by how many of Kaydan Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 115 | $328.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 109 | $299.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 112 | $345.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 113 | $350.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 112 | $305.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 107 | $311.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 108 | $300.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 106 | $338.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.