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 $328.1M across 115 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($37.2M, 11.33%), VEA ($31.8M, 9.70%), FTSM ($24.6M, 7.51%), IWM ($21.2M, 6.45%), RSP ($20.7M, 6.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $37.2M | 11.33% | 170,649 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $31.8M | 9.70% | 446,720 | Added |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | $24.6M | 7.51% | 412,387 | Trimmed |
| 4 | IWM | ISHARES TR | $21.2M | 6.45% | 70,426 | Added |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $20.7M | 6.31% | 97,323 | Added |
| 6 | ITOT | ISHARES TR | $17.2M | 5.24% | 104,642 | Added |
| 7 | EEM | ISHARES TR | $15.9M | 4.85% | 232,524 | New |
| 8 | VTI | VANGUARD INDEX FDS | $13.5M | 4.13% | 36,601 | Added |
| 9 | IEF | ISHARES TR | $11.3M | 3.44% | 119,262 | Trimmed |
| 10 | FTA | FIRST TR EXCHANGE-TRADED ALP | $8.4M | 2.55% | 86,611 | Trimmed |
| 11 | IJH | ISHARES TR | $7.5M | 2.29% | 97,660 | Added |
| 12 | OEF | ISHARES TR | $6.9M | 2.11% | 18,965 | Added |
| 13 | IEFA | ISHARES TR | $5.8M | 1.75% | 59,590 | Added |
| 14 | TLT | ISHARES TR | $5.4M | 1.65% | 62,541 | Trimmed |
| 15 | IVV | ISHARES TR | $4.9M | 1.49% | 6,523 | Added |
| 16 | QQQ | INVESCO QQQ TR | $4.9M | 1.49% | 6,657 | New |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 1.42% | 19,656 | Added |
| 18 | VUG | VANGUARD INDEX FDS | $4.6M | 1.40% | 53,493 | Added |
| 19 | FVD | FIRST TR EXCHANGE-TRADED FD | $4.2M | 1.28% | 86,897 | Added |
| 20 | TDIV | FIRST TR EXCHANGE TRADED FD | $3.4M | 1.05% | 29,923 | Trimmed |
| 21 | RJF | RAYMOND JAMES FINL INC | $3.2M | 0.98% | 21,175 | Hold |
| 22 | AAPL | APPLE INC | $3.0M | 0.93% | 10,511 | Added |
| 23 | IVW | ISHARES TR | $2.9M | 0.88% | 20,893 | Added |
| 24 | DVY | ISHARES TR | $2.5M | 0.77% | 16,230 | Added |
| 25 | MSFT | MICROSOFT CORP | $1.9M | 0.59% | 5,160 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30