Kaydan Wealth Management

FENTON, MIfiles as Kaydan Wealth Management, Inc.

$328m in 115 US stocks at the end of 30 June 2026. The top 10 are 61.5% of the money. It changed about 17.7% of the portfolio this quarter.

Value

$328m

Stocks

115

Top 10 share

61.5%

Turnover

17.7%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TREEM
4.8% of the fund
Invesco QQQ TRQQQ
1.5% of the fund
First TR Exchange-Traded FDFTCS
0.3% of the fund
FortinetFTNT
0.2% of the fund
RTXRTX
0.1% of the fund
Altria GroupMO
<0.1% of the fund
Eli LillyLLY
<0.1% of the fund
Bank of AmericaBAC
<0.1% of the fund
Trinet GroupTNET
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTV
11.3% of the fund
+3%
Ishares TRIWM
6.4% of the fund
+315%
Vanguard Index FDSVTI
4.1% of the fund
+127%
Ishares TRIJH
2.3% of the fund
+2%
Ishares TRIVV
1.5% of the fund
+2%
Ishares TRIVW
0.9% of the fund
+2%
First TR Exchange Traded FDRDVY
0.5% of the fund
+2%
Vanguard Star FDSVXUS
0.5% of the fund
+13%
Wisdomtree TRDON
0.3% of the fund
+2%
Flexshares TRQDEF
0.3% of the fund
+3%
Johnson & JohnsonJNJ
0.3% of the fund
+3%
First TR Exchange Traded FDSDVY
0.2% of the fund
+9%
Vanguard Whitehall FDSVIGI
0.2% of the fund
+7%
Select Sector Spdr TRXLV
0.2% of the fund
+10%
Ford MotorF
0.2% of the fund
+4%
Procter & GamblePG
0.1% of the fund
+17%
Lockheed MartinLMT
0.1% of the fund
+4%
VisaV
<0.1% of the fund
+16%

Cut

Sold some of their stake.

Ishares TRIEF
3.4% of the fund
-38%
First TR Exchange-Traded ALPFTA
2.6% of the fund
-2%
Ishares TRTLT
1.6% of the fund
-58%
MicrosoftMSFT
0.6% of the fund
-5%
Ishares TRUSMV
0.4% of the fund
-6%
StrykerSYK
0.4% of the fund
-28%
General MotorsGM
0.4% of the fund
-2%
AlphabetGOOG
0.3% of the fund
-4%
State STR Spdr S&P Midcap 40MDY
0.3% of the fund
-3%
WalmartWMT
0.2% of the fund
-3%
General ElectricGE
0.2% of the fund
-14%
NvidiaNVDA
0.1% of the fund
-10%
GE VernovaGEV
0.1% of the fund
-14%
Ishares TREFA
0.1% of the fund
-3%
Ishares Gold TRIAU
0.1% of the fund
-97%
Amazon.comAMZN
0.1% of the fund
-6%
Vaneck ETF TrustSMH
0.1% of the fund
-9%
EatonETN
<0.1% of the fund
-2%
AbbVieABBV
<0.1% of the fund
-7%
Invesco Exch TRD SLF IDX FDBSCQ
<0.1% of the fund
-11%
Invesco Exch TRD SLF IDX FDBSCR
<0.1% of the fund
-2%

Sold out

Sold their entire stake.

Proshares TRSH
-100%
ConocoPhillipsCOP
-100%
Abbott LaboratoriesABT
-100%

Holdings

Vanguard Index FDSVTV
Share
11.3%
Value
$37m
Shares
170,649
+3%
Vanguard Tax-Managed FDSVEA
Share
9.7%
Value
$32m
Shares
446,720
Held
First TR Exchange-Traded FDFTSM
Share
7.5%
Value
$25m
Shares
412,387
Held
Ishares TRIWM
Share
6.4%
Value
$21m
Shares
70,426
+315%
Invesco Exchange Traded FD TRSP
Share
6.3%
Value
$21m
Shares
97,323
Held
Ishares TRITOT
Share
5.2%
Value
$17m
Shares
104,642
Held
Ishares TREEM
Share
4.8%
Value
$16m
Shares
232,524
New
Vanguard Index FDSVTI
Share
4.1%
Value
$14m
Shares
36,601
+127%
Ishares TRIEF
Share
3.4%
Value
$11m
Shares
119,262
-38%
First TR Exchange-Traded ALPFTA
Share
2.6%
Value
$8m
Shares
86,611
-2%
Ishares TRIJH
Share
2.3%
Value
$8m
Shares
97,660
+2%
Ishares TROEF
Share
2.1%
Value
$7m
Shares
18,965
Held
Ishares TRIEFA
Share
1.8%
Value
$6m
Shares
59,590
Held
Ishares TRTLT
Share
1.6%
Value
$5m
Shares
62,541
-58%
Invesco QQQ TRQQQ
Share
1.5%
Value
$5m
Shares
6,657
New
Ishares TRIVV
Share
1.5%
Value
$5m
Shares
6,523
+2%
Vanguard Specialized FundsVIG
Share
1.4%
Value
$5m
Shares
19,656
Held
Vanguard Index FDSVUG
Share
1.4%
Value
$5m
Shares
53,493
Held
First TR Exchange-Traded FDFVD
Share
1.3%
Value
$4m
Shares
86,897
Held
First TR Exchange Traded FDTDIV
Share
1.0%
Value
$3m
Shares
29,923
Held
Raymond James FinancialRJF
Share
1.0%
Value
$3m
Shares
21,175
Held
AppleAAPL
Share
0.9%
Value
$3m
Shares
10,511
Held
Ishares TRIVW
Share
0.9%
Value
$3m
Shares
20,893
+2%
Ishares TRDVY
Share
0.8%
Value
$3m
Shares
16,230
Held
MicrosoftMSFT
Share
0.6%
Value
$2m
Shares
5,160
-5%
Ishares TRIYW
Share
0.6%
Value
$2m
Shares
7,185
Held
First TR Exchange-Traded ALPFNX
Share
0.5%
Value
$2m
Shares
12,109
Held
CaterpillarCAT
Share
0.5%
Value
$2m
Shares
1,650
Held
Ishares TRIYY
Share
0.5%
Value
$2m
Shares
9,273
Held
Select Sector Spdr TRXLK
Share
0.5%
Value
$2m
Shares
8,585
Held
First TR Exchange Traded FDRDVY
Share
0.5%
Value
$2m
Shares
20,078
+2%
Vanguard Star FDSVXUS
Share
0.5%
Value
$2m
Shares
18,380
+13%
First TR Exchange-Traded ALPFEX
Share
0.5%
Value
$1m
Shares
10,572
Held
Ishares TRUSMV
Share
0.4%
Value
$1m
Shares
14,547
-6%
JPMorgan ChaseJPM
Share
0.4%
Value
$1m
Shares
4,161
Held
StrykerSYK
Share
0.4%
Value
$1m
Shares
4,075
-28%
General MotorsGM
Share
0.4%
Value
$1m
Shares
16,534
-2%
OshkoshOSK
Share
0.4%
Value
$1m
Shares
7,988
Held
Invesco Exchange Traded FD TPRF
Share
0.4%
Value
$1m
Shares
21,505
Held
Wisdomtree TRDON
Share
0.3%
Value
$1m
Shares
20,045
+2%
DeereDE
Share
0.3%
Value
$1m
Shares
1,778
Held
DBX ETF TRDBAW
Share
0.3%
Value
$1m
Shares
22,991
Held
IsharesIEMG
Share
0.3%
Value
$1m
Shares
12,470
Held
Flexshares TRQDEF
Share
0.3%
Value
$1m
Shares
11,827
+3%
Ishares TRIWF
Share
0.3%
Value
$1m
Shares
8,248
Held
First TR Exchange-Traded FDFTCS
Share
0.3%
Value
$1m
Shares
10,898
New
Vaneck ETF TrustMOAT
Share
0.3%
Value
$915,680
Shares
8,808
Held
Ishares TRLRGF
Share
0.3%
Value
$912,325
Shares
12,063
Held
AlphabetGOOG
Share
0.3%
Value
$869,545
Shares
2,461
-4%
Johnson & JohnsonJNJ
Share
0.3%
Value
$836,382
Shares
3,293
+3%
State STR Spdr S&P Midcap 40MDY
Share
0.3%
Value
$836,271
Shares
1,189
-3%
Wisdomtree TRDLN
Share
0.3%
Value
$827,581
Shares
8,592
Held
First TR Exchange Traded FDSDVY
Share
0.2%
Value
$820,264
Shares
19,014
+9%
Invesco Exchange Traded FD TRSPT
Share
0.2%
Value
$802,187
Shares
12,437
Held
BNY Mellon ETF Trust IIBKCG
Share
0.2%
Value
$753,253
Shares
20,193
Held
Spdr Series TrustSDY
Share
0.2%
Value
$746,291
Shares
4,904
Held
WalmartWMT
Share
0.2%
Value
$744,005
Shares
6,569
-3%
Vanguard Whitehall FDSVIGI
Share
0.2%
Value
$709,408
Shares
7,597
+7%
FortinetFTNT
Share
0.2%
Value
$709,264
Shares
4,617
New
ExxonMobil HoldingsXOM
Share
0.2%
Value
$650,377
Shares
4,757
Held
State STR Spdr DOW Jones INDDIA
Share
0.2%
Value
$618,510
Shares
1,184
Held
Select Sector Spdr TRXLF
Share
0.2%
Value
$613,566
Shares
11,445
Held
Cisco SystemsCSCO
Share
0.2%
Value
$613,396
Shares
5,222
Held
OracleORCL
Share
0.2%
Value
$602,321
Shares
4,110
Held
AmgenAMGN
Share
0.2%
Value
$585,186
Shares
1,616
Held
Select Sector Spdr TRXLV
Share
0.2%
Value
$563,084
Shares
3,549
+10%
CSXCSX
Share
0.2%
Value
$539,418
Shares
11,349
Held
Coca-ColaKO
Share
0.2%
Value
$537,030
Shares
6,608
Held
First TR Exchange Traded FDFV
Share
0.2%
Value
$535,485
Shares
7,057
Held
Ishares TRIMCB
Share
0.2%
Value
$520,652
Shares
5,392
Held
Ford MotorF
Share
0.2%
Value
$511,173
Shares
36,775
+4%
General ElectricGE
Share
0.2%
Value
$508,647
Shares
1,361
-14%
Ishares TRIMCG
Share
0.1%
Value
$486,585
Shares
4,950
Held
Ishares TRIJR
Share
0.1%
Value
$473,850
Shares
3,195
Held
Home DepotHD
Share
0.1%
Value
$469,825
Shares
1,332
Held
Texas InstrumentsTXN
Share
0.1%
Value
$461,710
Shares
1,549
Held
DTE EnergyDTE
Share
0.1%
Value
$426,179
Shares
2,797
Held
NvidiaNVDA
Share
0.1%
Value
$416,787
Shares
2,083
-10%
CumminsCMI
Share
0.1%
Value
$409,383
Shares
574
Held
AT&TT
Share
0.1%
Value
$399,162
Shares
19,283
Held
GE VernovaGEV
Share
0.1%
Value
$398,278
Shares
339
-14%
Ishares TREFA
Share
0.1%
Value
$380,720
Shares
3,665
-3%
MerckMRK
Share
0.1%
Value
$375,863
Shares
2,925
Held
Ishares Gold TRIAU
Share
0.1%
Value
$375,738
Shares
4,976
-97%
RTXRTX
Share
0.1%
Value
$365,610
Shares
1,927
New
AlphabetGOOGL
Share
0.1%
Value
$360,944
Shares
1,010
Held
Procter & GamblePG
Share
0.1%
Value
$353,109
Shares
2,408
+17%
Lockheed MartinLMT
Share
0.1%
Value
$348,980
Shares
685
+4%
MastercardMA
Share
0.1%
Value
$348,221
Shares
678
Held
Amazon.comAMZN
Share
0.1%
Value
$347,500
Shares
1,458
-6%
Vaneck ETF TrustSMH
Share
0.1%
Value
$329,257
Shares
502
-9%
Berkshire HathawayBRK-B
Share
<0.1%
Value
$326,755
Shares
653
Held
Invesco Exchange Traded FD TRZG
Share
<0.1%
Value
$323,126
Shares
4,445
Held
Ishares TRILCG
Share
<0.1%
Value
$321,805
Shares
2,750
Held
Canadian National RailwayCNI
Share
<0.1%
Value
$309,070
Shares
2,592
Held
AflacAFL
Share
<0.1%
Value
$305,511
Shares
2,606
Held
CintasCTAS
Share
<0.1%
Value
$305,464
Shares
1,796
Held
EatonETN
Share
<0.1%
Value
$302,971
Shares
711
-2%
AbbVieABBV
Share
<0.1%
Value
$296,304
Shares
1,177
-7%
Direxion Shares ETF TrustQQQE
Share
<0.1%
Value
$292,092
Shares
2,394
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTV	11.3%	$37m	170,649	+3%
Vanguard Tax-Managed FDSVEA	9.7%	$32m	446,720	Held
First TR Exchange-Traded FDFTSM	7.5%	$25m	412,387	Held
Ishares TRIWM	6.4%	$21m	70,426	+315%
Invesco Exchange Traded FD TRSP	6.3%	$21m	97,323	Held
Ishares TRITOT	5.2%	$17m	104,642	Held
Ishares TREEM	4.8%	$16m	232,524	New
Vanguard Index FDSVTI	4.1%	$14m	36,601	+127%
Ishares TRIEF	3.4%	$11m	119,262	-38%
First TR Exchange-Traded ALPFTA	2.6%	$8m	86,611	-2%
Ishares TRIJH	2.3%	$8m	97,660	+2%
Ishares TROEF	2.1%	$7m	18,965	Held
Ishares TRIEFA	1.8%	$6m	59,590	Held
Ishares TRTLT	1.6%	$5m	62,541	-58%
Invesco QQQ TRQQQ	1.5%	$5m	6,657	New
Ishares TRIVV	1.5%	$5m	6,523	+2%
Vanguard Specialized FundsVIG	1.4%	$5m	19,656	Held
Vanguard Index FDSVUG	1.4%	$5m	53,493	Held
First TR Exchange-Traded FDFVD	1.3%	$4m	86,897	Held
First TR Exchange Traded FDTDIV	1.0%	$3m	29,923	Held
Raymond James FinancialRJF	1.0%	$3m	21,175	Held
AppleAAPL	0.9%	$3m	10,511	Held
Ishares TRIVW	0.9%	$3m	20,893	+2%
Ishares TRDVY	0.8%	$3m	16,230	Held
MicrosoftMSFT	0.6%	$2m	5,160	-5%
Ishares TRIYW	0.6%	$2m	7,185	Held
First TR Exchange-Traded ALPFNX	0.5%	$2m	12,109	Held
CaterpillarCAT	0.5%	$2m	1,650	Held
Ishares TRIYY	0.5%	$2m	9,273	Held
Select Sector Spdr TRXLK	0.5%	$2m	8,585	Held
First TR Exchange Traded FDRDVY	0.5%	$2m	20,078	+2%
Vanguard Star FDSVXUS	0.5%	$2m	18,380	+13%
First TR Exchange-Traded ALPFEX	0.5%	$1m	10,572	Held
Ishares TRUSMV	0.4%	$1m	14,547	-6%
JPMorgan ChaseJPM	0.4%	$1m	4,161	Held
StrykerSYK	0.4%	$1m	4,075	-28%
General MotorsGM	0.4%	$1m	16,534	-2%
OshkoshOSK	0.4%	$1m	7,988	Held
Invesco Exchange Traded FD TPRF	0.4%	$1m	21,505	Held
Wisdomtree TRDON	0.3%	$1m	20,045	+2%
DeereDE	0.3%	$1m	1,778	Held
DBX ETF TRDBAW	0.3%	$1m	22,991	Held
IsharesIEMG	0.3%	$1m	12,470	Held
Flexshares TRQDEF	0.3%	$1m	11,827	+3%
Ishares TRIWF	0.3%	$1m	8,248	Held
First TR Exchange-Traded FDFTCS	0.3%	$1m	10,898	New
Vaneck ETF TrustMOAT	0.3%	$915,680	8,808	Held
Ishares TRLRGF	0.3%	$912,325	12,063	Held
AlphabetGOOG	0.3%	$869,545	2,461	-4%
Johnson & JohnsonJNJ	0.3%	$836,382	3,293	+3%
State STR Spdr S&P Midcap 40MDY	0.3%	$836,271	1,189	-3%
Wisdomtree TRDLN	0.3%	$827,581	8,592	Held
First TR Exchange Traded FDSDVY	0.2%	$820,264	19,014	+9%
Invesco Exchange Traded FD TRSPT	0.2%	$802,187	12,437	Held
BNY Mellon ETF Trust IIBKCG	0.2%	$753,253	20,193	Held
Spdr Series TrustSDY	0.2%	$746,291	4,904	Held
WalmartWMT	0.2%	$744,005	6,569	-3%
Vanguard Whitehall FDSVIGI	0.2%	$709,408	7,597	+7%
FortinetFTNT	0.2%	$709,264	4,617	New
ExxonMobil HoldingsXOM	0.2%	$650,377	4,757	Held
State STR Spdr DOW Jones INDDIA	0.2%	$618,510	1,184	Held
Select Sector Spdr TRXLF	0.2%	$613,566	11,445	Held
Cisco SystemsCSCO	0.2%	$613,396	5,222	Held
OracleORCL	0.2%	$602,321	4,110	Held
AmgenAMGN	0.2%	$585,186	1,616	Held
Select Sector Spdr TRXLV	0.2%	$563,084	3,549	+10%
CSXCSX	0.2%	$539,418	11,349	Held
Coca-ColaKO	0.2%	$537,030	6,608	Held
First TR Exchange Traded FDFV	0.2%	$535,485	7,057	Held
Ishares TRIMCB	0.2%	$520,652	5,392	Held
Ford MotorF	0.2%	$511,173	36,775	+4%
General ElectricGE	0.2%	$508,647	1,361	-14%
Ishares TRIMCG	0.1%	$486,585	4,950	Held
Ishares TRIJR	0.1%	$473,850	3,195	Held
Home DepotHD	0.1%	$469,825	1,332	Held
Texas InstrumentsTXN	0.1%	$461,710	1,549	Held
DTE EnergyDTE	0.1%	$426,179	2,797	Held
NvidiaNVDA	0.1%	$416,787	2,083	-10%
CumminsCMI	0.1%	$409,383	574	Held
AT&TT	0.1%	$399,162	19,283	Held
GE VernovaGEV	0.1%	$398,278	339	-14%
Ishares TREFA	0.1%	$380,720	3,665	-3%
MerckMRK	0.1%	$375,863	2,925	Held
Ishares Gold TRIAU	0.1%	$375,738	4,976	-97%
RTXRTX	0.1%	$365,610	1,927	New
AlphabetGOOGL	0.1%	$360,944	1,010	Held
Procter & GamblePG	0.1%	$353,109	2,408	+17%
Lockheed MartinLMT	0.1%	$348,980	685	+4%
MastercardMA	0.1%	$348,221	678	Held
Amazon.comAMZN	0.1%	$347,500	1,458	-6%
Vaneck ETF TrustSMH	0.1%	$329,257	502	-9%
Berkshire HathawayBRK-B	<0.1%	$326,755	653	Held
Invesco Exchange Traded FD TRZG	<0.1%	$323,126	4,445	Held
Ishares TRILCG	<0.1%	$321,805	2,750	Held
Canadian National RailwayCNI	<0.1%	$309,070	2,592	Held
AflacAFL	<0.1%	$305,511	2,606	Held
CintasCTAS	<0.1%	$305,464	1,796	Held
EatonETN	<0.1%	$302,971	711	-2%
AbbVieABBV	<0.1%	$296,304	1,177	-7%
Direxion Shares ETF TrustQQQE	<0.1%	$292,092	2,394	Held

Showing the largest 100 of 115.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 7.5% since 30 June 2025.

Where the money is

Technology2.4%

Industrials2.3%

Financial services1.8%

Health care1.1%

Retail & consumer0.8%

Everyday goods0.6%

Media & telecom0.5%

Utilities0.2%

Energy0.2%

Other90.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.