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.
KDK Private Wealth Management, LLC (CIK 1776910) reported $109.3M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EPD ($29.5M, 26.99%), IWV ($16.6M, 15.18%), IVV ($6.4M, 5.90%), FTEC ($5.8M, 5.35%), IWF ($3.8M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EPD | ENTERPRISE PRODS PARTNERS L | $29.5M | 26.99% | 779,657 | Added |
| 2 | IWV | ISHARES TR | $16.6M | 15.18% | 44,775 | Trimmed |
| 3 | IVV | ISHARES TR | $6.4M | 5.90% | 9,944 | Trimmed |
| 4 | FTEC | FIDELITY COVINGTON TRUST | $5.8M | 5.35% | 28,100 | Trimmed |
| 5 | IWF | ISHARES TR | $3.8M | 3.48% | 8,922 | Trimmed |
| 6 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.1M | 2.86% | 53,019 | Added |
| 7 | FETH | FIDELITY ETHEREUM FD | $2.9M | 2.62% | 137,340 | Added |
| 8 | SHV | ISHARES TR | $2.7M | 2.46% | 24,322 | Trimmed |
| 9 | FIDU | FIDELITY COVINGTON TRUST | $2.2M | 2.06% | 25,990 | Trimmed |
| 10 | AAPL | APPLE INC | $2.1M | 1.89% | 8,124 | Trimmed |
| 11 | VGT | VANGUARD WORLD FD | $2.0M | 1.87% | 2,922 | Added |
| 12 | FHLC | FIDELITY COVINGTON TRUST | $1.8M | 1.68% | 26,071 | Trimmed |
| 13 | FNCL | FIDELITY COVINGTON TRUST | $1.7M | 1.56% | 24,302 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $1.7M | 1.54% | 9,928 | Trimmed |
| 15 | XLK | SELECT SECTOR SPDR TR | $1.6M | 1.50% | 12,352 | Hold |
| 16 | FDIS | FIDELITY COVINGTON TRUST | $1.5M | 1.37% | 16,078 | Trimmed |
| 17 | FCOM | FIDELITY COVINGTON TRUST | $1.3M | 1.19% | 19,174 | Trimmed |
| 18 | FSTA | FIDELITY COVINGTON TRUST | $1.1M | 1.05% | 21,943 | Trimmed |
| 19 | VOX | VANGUARD WORLD FD | $1.1M | 1.04% | 6,314 | Added |
| 20 | HAL | HALLIBURTON CO | $1.1M | 1.04% | 29,033 | Trimmed |
| 21 | VFH | VANGUARD WORLD FD | $1.1M | 1.01% | 9,105 | Added |
| 22 | DFUV | DIMENSIONAL ETF TRUST | $1.0M | 0.95% | 21,488 | Hold |
| 23 | SOUTHSTATE BK CORP | $954,067 | 0.87% | 10,312 | Trimmed | |
| 24 | NMRK | NEWMARK GROUP INC | $899,400 | 0.82% | 60,000 | Hold |
| 25 | VHT | VANGUARD WORLD FD | $843,233 | 0.77% | 3,097 | Added |
Source: SEC Form 13F filings · as of 2026-03-31