Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kaydan Wealth Management, Inc. (CIK 1964532) reported $299.0M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($32.6M, 10.89%), VEA ($28.4M, 9.50%), FTSM ($25.1M, 8.39%), IEF ($18.5M, 6.19%), RSP ($18.4M, 6.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $32.6M | 10.89% | 166,010 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $28.4M | 9.50% | 443,433 | Trimmed |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | $25.1M | 8.39% | 419,546 | Added |
| 4 | IEF | ISHARES TR | $18.5M | 6.19% | 193,841 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $18.4M | 6.15% | 95,868 | Added |
| 6 | IAU | ISHARES GOLD TR | $15.7M | 5.25% | 177,975 | Trimmed |
| 7 | SH | PROSHARES TR | $14.7M | 4.92% | 387,723 | New |
| 8 | ITOT | ISHARES TR | $14.7M | 4.91% | 103,145 | Trimmed |
| 9 | TLT | ISHARES TR | $12.9M | 4.30% | 148,381 | Trimmed |
| 10 | FTA | FIRST TR EXCHANGE-TRADED ALP | $8.2M | 2.74% | 88,824 | Trimmed |
| 11 | IJH | ISHARES TR | $6.4M | 2.16% | 95,438 | Added |
| 12 | OEF | ISHARES TR | $5.9M | 1.98% | 18,659 | Added |
| 13 | IEFA | ISHARES TR | $5.3M | 1.77% | 58,426 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $5.2M | 1.73% | 16,130 | Trimmed |
| 15 | IWM | ISHARES TR | $4.2M | 1.41% | 16,973 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $4.2M | 1.40% | 19,475 | Added |
| 17 | IVV | ISHARES TR | $4.2M | 1.39% | 6,383 | Added |
| 18 | FVD | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.35% | 86,042 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $3.9M | 1.30% | 8,866 | Added |
| 20 | RJF | RAYMOND JAMES FINL INC | $3.1M | 1.03% | 21,175 | Hold |
| 21 | TDIV | FIRST TR EXCHANGE TRADED FD | $2.8M | 0.94% | 29,973 | Trimmed |
| 22 | AAPL | APPLE INC | $2.6M | 0.88% | 10,416 | Added |
| 23 | DVY | ISHARES TR | $2.5M | 0.82% | 16,197 | Added |
| 24 | IVW | ISHARES TR | $2.3M | 0.77% | 20,458 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.0M | 0.67% | 5,444 | Added |
Source: SEC Form 13F filings · as of 2026-03-31