Latest Kaydan Wealth Management, Inc. Stock Portfolio
Kaydan Wealth Management, Inc. Performance:
2025 Q3: 3.72%YTD: 6.12%2024: 1.44%
Performance for 2025 Q3 is 3.72%, and YTD is 6.12%, and 2024 is 1.44%.
About Kaydan Wealth Management, Inc. and 13F Hedge Fund Stock Holdings
Kaydan Wealth Management, Inc. is a hedge fund based in FENTON, MI. On 10-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $607.6 Millions. In it's latest 13F Holdings report, Kaydan Wealth Management, Inc. reported an equity portfolio of $350 Millions as of 30 Sep, 2025.
The top stock holdings of Kaydan Wealth Management, Inc. are VEA, IAU, VB. The fund has invested 11.6% of it's portfolio in VANGUARD TAX-MANAGED FDS and 9.3% of portfolio in ISHARES GOLD TR.
The fund managers got completely rid off FIRST TR EXCH TRADED FD III (FMB), PHILIP MORRIS INTL INC (PM) and THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), ISHARES TR (IJR) and FORD MTR CO (F). Kaydan Wealth Management, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), GE AEROSPACE (GE) and CINTAS CORP (CTAS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), ISHARES TR (IJR) and ISHARES GOLD TR (IAU).
The top stock holdings of Kaydan Wealth Management, Inc. are VEA, IAU, VB. The fund has invested 11.6% of it's portfolio in VANGUARD TAX-MANAGED FDS and 9.3% of portfolio in ISHARES GOLD TR.
The fund managers got completely rid off FIRST TR EXCH TRADED FD III (FMB), PHILIP MORRIS INTL INC (PM) and THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), ISHARES TR (IJR) and FORD MTR CO (F). Kaydan Wealth Management, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), GE AEROSPACE (GE) and CINTAS CORP (CTAS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), ISHARES TR (IJR) and ISHARES GOLD TR (IAU).
Kaydan Wealth Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Kaydan Wealth Management, Inc. made a return of 3.72% in the last quarter. In trailing 12 months, it's portfolio return was 5.24%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 6,794,210 |
| ge aerospace | 476,499 |
| cintas corp | 369,468 |
| ge vernova inc | 242,886 |
| cummins inc | 240,329 |
| alphabet inc | 229,000 |
| bank america corp | 203,213 |
New stocks bought by Kaydan Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares inc | 1,075 |
| ishares tr | 89.29 |
| ishares tr | 31.19 |
| ishares gold tr | 24.17 |
| first tr exchange-traded fd | 11.69 |
| ishares tr | 10.37 |
| ishares tr | 10.13 |
| first tr exchange-traded fd | 9.95 |
Additions to existing portfolio by Kaydan Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares silver tr | -46.00 |
| ishares tr | -34.93 |
| ford mtr co | -16.85 |
| amazon com inc | -8.68 |
| invesco exchange traded fd t | -7.92 |
| ishares tr | -7.79 |
| alphabet inc | -5.29 |
| ishares tr | -5.25 |
Kaydan Wealth Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first tr exch traded fd iii | -230,467 |
| disney walt co | -213,793 |
| philip morris intl inc | -226,388 |
| thomson reuters corp | -215,611 |
| the cigna group | -224,133 |
| unitedhealth group inc | -208,708 |
Kaydan Wealth Management, Inc. got rid off the above stocks
Sector Distribution
Kaydan Wealth Management, Inc. has about 91.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.3 |
| Technology | 2.3 |
| Financial Services | 1.7 |
| Industrials | 1.3 |
| Healthcare | 1.1 |
Market Cap. Distribution
Kaydan Wealth Management, Inc. has about 7.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.3 |
| LARGE-CAP | 4.1 |
| MEGA-CAP | 3.8 |
Stocks belong to which Index?
About 7.9% of the stocks held by Kaydan Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.6 |
| S&P 500 | 7.9 |
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 113 stocks in it's portfolio. About 63.3% of the portfolio is in top 10 stocks. FTNT proved to be the most loss making stock for the portfolio. SLV was the most profitable stock for Kaydan Wealth Management, Inc. last quarter.
Last Reported on: 17 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.74 | 10,143 | 2,582,780 | reduced | -2.09 | ||
| AAXJ | ishares tr | 0.13 | 5,392 | 447,806 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.12 | 4,950 | 409,514 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.08 | 1,164 | 269,666 | added | 0.43 | ||
| ABT | abbott labs | 0.07 | 1,918 | 256,988 | added | 1.05 | ||
| ACSG | dbx etf tr | 0.28 | 24,726 | 974,348 | reduced | -2.47 | ||
| ACWF | ishares tr | 0.25 | 12,877 | 889,543 | reduced | -0.56 | ||
| AFK | vaneck etf trust | 0.25 | 8,808 | 872,961 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.08 | 2,605 | 291,049 | reduced | -0.04 | ||
| AGZD | wisdomtree tr | 0.29 | 19,336 | 1,011,270 | reduced | -0.56 | ||
| AGZD | wisdomtree tr | 0.21 | 8,565 | 745,412 | reduced | -0.28 | ||
| AGZD | wisdomtree tr | 0.06 | 3,450 | 227,390 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 0.84 | 29,988 | 2,956,550 | added | 1.83 | ||
| AIRR | first tr exchange traded fd | 0.36 | 18,877 | 1,269,690 | added | 0.31 | ||
| AIRR | first tr exchange traded fd | 0.13 | 7,183 | 444,771 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.13 | 1,624 | 458,293 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.44 | 16,272 | 1,548,120 | reduced | -4.18 | ||
| AMZN | amazon com inc | 0.07 | 1,157 | 254,042 | reduced | -8.68 | ||
| ASET | flexshares tr | 0.26 | 11,376 | 909,903 | added | 0.57 | ||
| BAC | bank america corp | 0.06 | 3,939 | 203,213 | new | |||