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Kaydan Wealth Management, Inc. Portfolio
$291.4M across 116 positions as of 2026-09-30, with 60% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.5%
-4.0% a year vs the S&P 500
3 years
+12.8%
-8.5% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
6 of 17
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +4.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +3.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -3.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTVVanguard Value ETF | $36.1M | 12.4% | 167,028 |
| IWMiShares Russell 2000 Index Fund | $26.1M | 8.9% | 93,796 |
| VTIVanguard Total Stock Market ETF | $20.8M | 7.1% | 55,628 |
| RSPInvesco S&P 500 Equal Weight ETF | $19.8M | 6.8% | 95,179 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $17M | 5.8% | 102,321 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $16.7M | 5.7% | 280,383 |
| VEAVanguard FTSE Developed Markets ETF | $16.1M | 5.5% | 227,604 |
| FTAFIRST TR EXCHANGE-TRADED ALP | $8.1M | 2.8% | 84,620 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $7.4M | 2.5% | 130,185 |
| OEFiShares S&P 100 Fund | $6.8M | 2.3% | 17,893 |
| GLDSPDR Gold Shares | $6.8M | 2.3% | 17,756 |
| IJHiShares Core S&P Mid-Cap ETF | $6.6M | 2.3% | 92,135 |
| IEFAiShares Core MSCI EAFE ETF | $5.5M | 1.9% | 56,615 |
| QQQInvesco QQQ Trust, Series 1 | $4.8M | 1.6% | 6,466 |
| VUGVanguard Growth ETF | $4.7M | 1.6% | 52,314 |
| IVViShares Core S&P 500 ETF | $4.6M | 1.6% | 5,951 |
| VIGVanguard Div Appreciation ETF | $4.4M | 1.5% | 18,722 |
| FVDFirst Trust VL Dividend | $3.7M | 1.3% | 78,551 |
| AAPLApple Inc | $3.4M | 1.2% | 10,167 |
| RJFRaymond James Financial Inc | $3.3M | 1.1% | 21,175 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $3.1M | 1.1% | 27,421 |
| IVWiShares S&P 500 Growth ETF | $3M | 1.0% | 20,887 |
| MSFTMicrosoft Corp | $2.6M | 0.9% | 5,072 |
| DVYISHARES TR | $2.4M | 0.8% | 15,479 |
| IYWiShares U.S. Technology ETF | $1.9M | 0.7% | 7,185 |
| IYYISHARES TR | $1.7M | 0.6% | 9,273 |
| FIRST TR EXCHANGE-TRADED ALP | $1.6M | 0.6% | 12,186 |
| VXUSVanguard Total International Stock ETF | $1.5M | 0.5% | 17,553 |
| XLKState Street Technology Select Sector SPDR ETF | $1.4M | 0.5% | 7,135 |
| FIRST TR EXCHANGE-TRADED ALP | $1.4M | 0.5% | 10,388 |
| JPMJPMorgan Chase & Co | $1.4M | 0.5% | 4,160 |
| USMViShares MSCI USA Min Vol Factor ETF | $1.3M | 0.5% | 13,838 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $1.3M | 0.5% | 17,138 |
| CATCaterpillar Inc | $1.3M | 0.5% | 1,650 |
| GMGeneral Motors Co | $1.2M | 0.4% | 16,085 |
| DEDeere & Co | $1.2M | 0.4% | 1,778 |
| SYKStryker Corp | $1.1M | 0.4% | 4,063 |
| DBX ETF TR | $1.1M | 0.4% | 22,856 |
| PRFInvesco FTSE RAFI US 1000 ETF | $1.1M | 0.4% | 20,005 |
| DONWisdomTree U.S. MidCap Dividend Fund | $1.1M | 0.4% | 19,972 |
| OSKOshkosh Corp | $1M | 0.4% | 7,988 |
| IEMGiShares Core MSCI Emerging Markets ETF | $969.9K | 0.3% | 11,951 |
| FIRST TR EXCHANGE-TRADED FD | $962.4K | 0.3% | 10,254 |
| IWFiShares Russell 1000 Growth ETF | $951.6K | 0.3% | 7,597 |
| MOATVanEck Morningstar Wide Moat ETF | $931.1K | 0.3% | 8,808 |
| ISHARES TR | $908.2K | 0.3% | 11,666 |
| FLEXSHARES TR | $903.7K | 0.3% | 10,156 |
| JNJJohnson & Johnson | $878.7K | 0.3% | 3,319 |
| WISDOMTREE TR | $845.1K | 0.3% | 8,694 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $829.8K | 0.3% | 12,599 |
| TAT&T Inc | $812K | 0.3% | 33,278 |
| FTNTFortinet Inc | $798.2K | 0.3% | 4,465 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $790.7K | 0.3% | 19,485 |
| MDYSPDR MidCap Trust Series I | $759.2K | 0.3% | 1,156 |
| VIGIVanguard International Dividend Appreciation ETF | $735.4K | 0.3% | 7,789 |
| GOOGAlphabet Inc | $728.5K | 0.3% | 2,138 |
| WMTWalmart Inc | $682.7K | 0.2% | 6,569 |
| AMGNAmgen Inc | $674K | 0.2% | 1,599 |
| BNY MELLON ETF TRUST II | $653.2K | 0.2% | 16,567 |
| NSCNorfolk Southern Corp | $640.9K | 0.2% | 2,074 |
| XLFState Street Financial Select Sector SPDR ETF | $620.7K | 0.2% | 11,623 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $602.1K | 0.2% | 1,184 |
| SDYState Street SPDR S&P Dividend ETF | $590.5K | 0.2% | 4,031 |
| KOCoca-Cola Co | $588.2K | 0.2% | 6,832 |
| XLVState Street Health Care Select Sector SPDR ETF | $576.5K | 0.2% | 3,423 |
| ORCLOracle Corp | $558K | 0.2% | 4,064 |
| CSXCSX Corp | $527.8K | 0.2% | 11,349 |
| CSCOCisco Systems Inc | $512.9K | 0.2% | 4,765 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $502.8K | 0.2% | 6,850 |
| IMCBiShares Morningstar Mid-Cap ETF | $497K | 0.2% | 5,260 |
| MRKMerck & Co Inc | $432.7K | 0.1% | 2,978 |
| NVDANVIDIA Corp | $432.3K | 0.1% | 1,893 |
| TXNTexas Instruments Inc | $427.4K | 0.1% | 1,526 |
| EFAiShares MSCI EAFE ETF | $399.6K | 0.1% | 3,846 |
| FFord Motor Co | $395.7K | 0.1% | 32,811 |
| RTXRTX Corp | $389.7K | 0.1% | 2,099 |
| IJRiShares Core S&P Small-Cap ETF | $387.9K | 0.1% | 2,851 |
| MAMastercard Inc | $381.1K | 0.1% | 691 |
| HDHome Depot Inc | $374.7K | 0.1% | 1,317 |
| PGProcter & Gamble Co | $369.9K | 0.1% | 2,546 |
| XOMExxonmobil Holdings Corp | $363.3K | 0.1% | 2,232 |
| GEGeneral Electric Co | $357.3K | 0.1% | 1,144 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $352.1K | 0.1% | 3,750 |
| CTASCintas Corp | $350.3K | 0.1% | 1,796 |
| AMZNAmazon.com Inc | $348.3K | 0.1% | 1,398 |
| LMTLockheed Martin Corp | $345.8K | 0.1% | 679 |
| DTEDTE Energy Co | $340.7K | 0.1% | 2,797 |
| GOOGLAlphabet Inc | $327.6K | 0.1% | 952 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $321.7K | 0.1% | 2,750 |
| BRK.BBerkshire Hathaway Inc | $316.7K | 0.1% | 636 |
| SMHVanEck Semiconductor ETF | $316.7K | 0.1% | 520 |
| EATON CORP PLC | $313.7K | 0.1% | 730 |
| CNICanadian National Railway Co | $308.2K | 0.1% | 2,592 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $303.7K | 0.1% | 3,888 |
| CMICummins Inc | $293.9K | 0.1% | 569 |
| AFLAflac Inc | $291.3K | 0.1% | 2,605 |
| IBBiShares Nasdaq Biotechnology Index Fund | $287K | 0.1% | 1,363 |
| GEVGE Vernova Inc | $270.9K | 0.1% | 285 |
| IYHiShares U.S. Healthcare ETF | $263.4K | 0.1% | 3,681 |
| TRINET GROUP INC | $263.4K | 0.1% | 4,211 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $258.2K | 0.1% | 2,876 |
| ABBVAbbVie Inc | $257.9K | 0.1% | 985 |
| LLYEli Lilly and Co | $248.8K | 0.1% | 215 |
| WISDOMTREE TR | $247.2K | 0.1% | 3,450 |
| RZGInvesco S&P SmallCap 600 Pure Growth ETF | $244.9K | 0.1% | 3,920 |
| VVisa Inc | $244K | 0.1% | 679 |
| DIREXION SHARES ETF TRUST | $243.3K | 0.1% | 2,026 |
| MOAltria Group Inc | $238.7K | 0.1% | 3,545 |
| COPConocoPhillips | $230.3K | 0.1% | 1,840 |
| BACBank of America Corp | $224.1K | 0.1% | 4,118 |
| DELLDell Technologies Inc | $216.8K | 0.1% | 403 |
| MGKVanguard Mega Cap Growth ETF | $216.2K | 0.1% | 2,333 |
| PMPhilip Morris International Inc | $214.3K | 0.1% | 1,123 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $204.9K | 0.1% | 10,495 |
| GOLDMAN SACHS ETF TR | $202.7K | 0.1% | 3,955 |
| BLACKROCK ENHANCED EQUITY DI | $202.2K | 0.1% | 21,513 |
Quarter ending 2026-09-30.
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