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Latest Kaydan Wealth Management, Inc. Stock Portfolio

$291Million | No. of Holdings #116

Kaydan Wealth Management, Inc. Performance

2026 Q3-0.76%
YTD+2.99%
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 2026-10-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kaydan Wealth Management, Inc. reported an equity portfolio of $291.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Kaydan Wealth Management, Inc. are VB, IJR, VB. The fund has invested 12.4% of it's portfolio in VANGUARD INDEX FDS and 8.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES TR (IJR), EXXON MOBIL CORP (XOM) and SOUTHERN CO (SO) stocks. They significantly reduced their stock positions in VANGUARD TAX-MANAGED FDS (VEA), FIRST TR EXCHANGE-TRADED FD (FCVT) and VANGUARD WORLD FD (EDV). Kaydan Wealth Management, Inc. opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SPDR GOLD TR (GLD) and NORFOLK SOUTHN CORP (NSC). The fund showed a lot of confidence in some stocks as they added substantially to AT&T INC (T), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Kaydan Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 08 Oct, 2026
$291Million
  as of Oct 08, 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 -0.76% in the last quarter. In trailing 12 months, it's portfolio return was 6.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds7,376,280
spdr gold tr6,762,200
norfolk southn corp640,866
exxonmobil holdings corp363,258
conocophillips230,276
dell technologies inc216,794
philip morris intl inc214,291
goldman sachs etf tr202,712
New stocks bought by Kaydan Wealth Management, Inc.

Additions

Ticker% Inc.
at&t inc72.58
vanguard index fds51.98
ishares tr33.18
rtx corporation8.93
eli lilly & co8.04
altria group inc6.07
procter & gamble co5.73
ishares tr4.94
Additions to existing portfolio by Kaydan Wealth Management, Inc.

Reductions

Ticker% Reduced
vanguard tax-managed fds-49.05
first tr exchange-traded fd-32.01
vanguard world fd-29.3
ishares tr-24.24
invesco exch trd slf idx fd-23.56
ishares gold tr-21.86
bny mellon etf trust ii-17.96
spdr series trust-17.8
Kaydan Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-15,907,000
ishares tr-11,278,600
ishares tr-5,404,790
invesco exch trd slf idx fd-241,003
exxon mobil corp-650,377
first tr exchange-traded fd-205,442
southern co-291,980
Kaydan Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Kaydan Wealth Management, Inc. has about 88.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
Sector%
Others88.4
Technology3.1
Industrials2.4
Financial Services2
Healthcare1.2

Market Cap. Distribution

Kaydan Wealth Management, Inc. has about 11% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED88.4
MEGA-CAP6.8
LARGE-CAP4.2

Stocks belong to which Index?

About 10.5% of the stocks held by Kaydan Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89
S&P 50010.5
Top 5 Winners (%)%
MSFT
microsoft corp
37.2 %
TNET
trinet group inc
26.4 %
AMGN
amgen inc
16.3 %
FTNT
fortinet inc
16.1 %
AAPL
apple inc
14.8 %
Top 5 Winners ($)$
MSFT
microsoft corp
0.7 M
AAPL
apple inc
0.5 M
IJR
ishares tr
0.3 M
VB
vanguard index fds
0.2 M
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
CMI
cummins inc
-27.4 %
CAT
caterpillar inc
-23.9 %
DTB
dte energy co
-20.1 %
HD
home depot inc
-19.2 %
ge vernova inc
-17.6 %
Top 5 Losers ($)$
IJR
ishares tr
-1.9 M
IJR
ishares tr
-0.5 M
CSD
invesco exchange traded fd t
-0.5 M
CAT
caterpillar inc
-0.4 M
VB
vanguard index fds
-0.3 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 116 stocks in it's portfolio. About 60% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Kaydan Wealth Management, Inc. last quarter.

$291.38MTotal Value
123Positions
08 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Kaydan Wealth Management, Inc., last reported on 08 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kaydan Wealth Management, Inc.'s holding in Ishares Tr over time
0.17%5,260
$497.0K
0.17%
decreased 2.45 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Kaydan Wealth Management, Inc.'s holding in Ishares Tr over time
0.12%3,750
$352.1K
0.12%
decreased 24.24 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Kaydan Wealth Management, Inc.'s holding in Dbx Etf Tr over time
0.37%22,856
$1.09M
0.37%
decreased 0.59 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Kaydan Wealth Management, Inc.'s holding in Ishares Tr over time
0.31%11,666
$908.2K
0.31%
decreased 3.29 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Kaydan Wealth Management, Inc.'s holding in Vaneck Etf Trust over time
0.32%8,808
$931.1K
0.32%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Kaydan Wealth Management, Inc.'s holding in Vaneck Etf Trust over time
0.11%520
$316.7K
0.11%
increased 3.59 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Kaydan Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0.37%19,972
$1.08M
0.37%
decreased 0.36 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Kaydan Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0.29%8,694
$845.1K
0.29%
increased 1.19 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Kaydan Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0.09%3,450
$247.2K
0.09%
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
1.06%27,421
$3.09M
1.06%
decreased 8.36 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
0.46%17,138
$1.34M
0.46%
decreased 14.64 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
0.17%6,850
$502.8K
0.17%
decreased 2.93 percentreduced
ASET
Flexshares Tr

Flexshares Tr

ASET
Kaydan Wealth Management, Inc.'s holding in Flexshares Tr over time
0.31%10,156
$903.7K
0.31%
decreased 14.13 percentreduced