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.
KDT Advisors, LLC (CIK 2054458) reported $62.8M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($8.6M, 13.66%), AAPL ($4.2M, 6.65%), VYM ($4.1M, 6.50%), GOOGL ($3.0M, 4.77%), MSFT ($2.4M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $8.6M | 13.66% | 14,354 | Hold |
| 2 | AAPL | APPLE INC | $4.2M | 6.65% | 16,444 | Trimmed |
| 3 | VYM | VANGUARD WHITEHALL FDS | $4.1M | 6.50% | 27,539 | Hold |
| 4 | GOOGL | ALPHABET INC | $3.0M | 4.77% | 10,409 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $2.4M | 3.86% | 6,553 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 3.41% | 9,940 | Hold |
| 7 | XOM | EXXON MOBIL CORP | $1.6M | 2.62% | 9,679 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 2.47% | 3,235 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $1.5M | 2.40% | 8,624 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $1.3M | 2.11% | 5,415 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $1.1M | 1.76% | 3,747 | Hold |
| 12 | VTI | VANGUARD INDEX FDS | $1.1M | 1.72% | 3,360 | Hold |
| 13 | GS | GOLDMAN SACHS GROUP INC | $1.0M | 1.66% | 1,233 | Hold |
| 14 | SHV | ISHARES TR | $1.0M | 1.65% | 9,409 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $1.0M | 1.62% | 4,916 | Added |
| 16 | PG | PROCTER & GAMBLE CO | $988,547 | 1.57% | 6,844 | Trimmed |
| 17 | ORCL | ORACLE CORP | $969,308 | 1.54% | 6,589 | Added |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | $879,046 | 1.40% | 11,705 | Hold |
| 19 | IGSB | ISHARES TR | $826,506 | 1.32% | 15,725 | Hold |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $824,243 | 1.31% | 14,080 | Hold |
| 21 | V | VISA INC | $806,981 | 1.29% | 2,670 | Trimmed |
| 22 | VBR | VANGUARD INDEX FDS | $792,963 | 1.26% | 3,650 | Hold |
| 23 | GLW | CORNING INC | $740,357 | 1.18% | 5,445 | Trimmed |
| 24 | UNP | UNION PAC CORP | $719,854 | 1.15% | 2,967 | Trimmed |
| 25 | MRK | MERCK & CO INC | $712,839 | 1.14% | 5,926 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31