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Latest Kaydan Wealth Management, Inc. Stock Portfolio

$328Million | No. of Holdings #115

Kaydan Wealth Management, Inc. Performance

2026 Q2+3.54%
YTD+3.78%
2025+15.24%

About Kaydan Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

Kaydan Wealth Management, Inc. is a hedge fund based in Fenton, MI. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kaydan Wealth Management, Inc. reported an equity portfolio of $328.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Kaydan Wealth Management, Inc. are VB, VEA, FCVT. The fund has invested 11.3% of it's portfolio in VANGUARD INDEX FDS and 9.7% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off PROSHARES TR, CONOCOPHILLIPS (COP) and ABBOTT LABORATORIES (ABT) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU), ISHARES TR (IJR) and STRYKER CORPORATION (SYK). Kaydan Wealth Management, Inc. opened new stock positions in ISHARES TR (IJR), INVESCO QQQ TR (QQQ) and FIRST TR EXCHANGE-TRADED FD (BGLD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and ISHARES TR (IJR).
Kaydan Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$328Million
  as of Jul 24, 2026

Kaydan Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Kaydan Wealth Management, Inc. made a return of 3.54% in the last quarter. In trailing 12 months, it's portfolio return was 14.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr15,907,000
invesco qqq tr4,902,220
first tr exchange-traded fd1,023,510
fortinet inc709,264
rtx corporation365,610
altria group inc240,457
eli lilly & co238,687
bank of amer corp228,205
New stocks bought by Kaydan Wealth Management, Inc.

Additions

Ticker% Inc.
vanguard index fds503
vanguard world fd397
ishares tr314
ishares tr299
vanguard index fds126
procter & gamble co16.61
visa inc15.81
vanguard star fds13.04
Additions to existing portfolio by Kaydan Wealth Management, Inc.

Reductions

Ticker% Reduced
ishares gold tr-97.2
ishares tr-57.85
ishares tr-38.47
stryker corporation-28.24
ge vernova inc-14.18
ge aerospace-14.08
invesco exch trd slf idx fd-11.05
nvidia corporation-10.18
Kaydan Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
proshares tr-14,706,300
abbott laboratories-204,553
conocophillips-252,384
Kaydan Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Kaydan Wealth Management, Inc. has about 89.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
Sector%
Others89.9
Technology2.4
Industrials2.2
Financial Services1.7
Healthcare1.1

Market Cap. Distribution

Kaydan Wealth Management, Inc. has about 9.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.9
MEGA-CAP5.6
LARGE-CAP3.9

Stocks belong to which Index?

About 9.1% of the stocks held by Kaydan Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90.4
S&P 5009.1
Top 5 Winners (%)%
AFK
vaneck etf trust
67.8 %
TXN
texas instrs inc
52.8 %
CSCO
cisco sys inc
51.4 %
CAT
caterpillar inc
50.1 %
XLB
select sector spdr tr
43.1 %
Top 5 Winners ($)$
VB
vanguard index fds
3.7 M
VEA
vanguard tax-managed fds
3.2 M
IJR
ishares tr
2.3 M
IJR
ishares tr
2.3 M
CSD
invesco exchange traded fd t
2.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
EDV
vanguard world fd
-65.6 %
IJR
ishares tr
-60.3 %
T
at&t inc
-28.6 %
XOM
exxon mobil corp
-19.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-10.9 M
IJR
ishares tr
-1.6 M
IAU
ishares gold tr
-1.2 M
EDV
vanguard world fd
-0.6 M
T
at&t inc
-0.2 M

Kaydan Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kaydan Wealth Management, Inc.

Kaydan Wealth Management, Inc. has 115 stocks in it's portfolio. About 61.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Kaydan Wealth Management, Inc. last quarter.

$328.14MTotal Value
118Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Kaydan Wealth Management, Inc., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kaydan Wealth Management, Inc.'s holding in Ishares Tr over time
0.16%5,392
$520.7K
0.16%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kaydan Wealth Management, Inc.'s holding in Ishares Tr over time
0.15%4,950
$486.6K
0.15%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Kaydan Wealth Management, Inc.'s holding in Dbx Etf Tr over time
0.34%22,991
$1.11M
0.34%
decreased 1.82 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Kaydan Wealth Management, Inc.'s holding in Ishares Tr over time
0.28%12,063
$912.3K
0.28%
increased 0.33 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Kaydan Wealth Management, Inc.'s holding in Vaneck Etf Trust over time
0.28%8,808
$915.7K
0.28%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Kaydan Wealth Management, Inc.'s holding in Vaneck Etf Trust over time
0.1%502
$329.3K
0.1%
decreased 9.06 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Kaydan Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0.34%20,045
$1.13M
0.34%
increased 2.34 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Kaydan Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0.25%8,592
$827.6K
0.25%
increased 0.74 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Kaydan Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0.08%3,450
$261.5K
0.08%
unchanged 0 percentunchanged
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Kaydan Wealth Management, Inc.'s holding in First Tr Exchange Traded Fd over time
1.05%29,923
$3.44M
1.05%
decreased 0.17 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Kaydan Wealth Management, Inc.'s holding in First Tr Exchange Traded Fd over time
0.5%20,078
$1.63M
0.5%
increased 2.38 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Kaydan Wealth Management, Inc.'s holding in First Tr Exchange Traded Fd over time
0.16%7,057
$535.5K
0.16%
decreased 1.75 percentreduced
ASET
Flexshares Tr

Flexshares Tr

ASET
Kaydan Wealth Management, Inc.'s holding in Flexshares Tr over time
0.31%11,827
$1.03M
0.31%
increased 2.59 percentadded