Latest Kaydan Wealth Management, Inc. Stock Portfolio
Kaydan Wealth Management, Inc. Performance:
2025 Q4: 2.84%YTD: 14.7%2024: 3.21%
Performance for 2025 Q4 is 2.84%, and YTD is 14.7%, and 2024 is 3.21%.
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 $345.5 Millions as of 31 Dec, 2025.
The top stock holdings of Kaydan Wealth Management, Inc. are VEA, IAU, VB. The fund has invested 12.2% of it's portfolio in VANGUARD TAX-MANAGED FDS and 10.1% of portfolio in ISHARES GOLD TR.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) and INVESCO EXCH TRD SLF IDX FD (BSAE) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), ISHARES TR (IJR) and ISHARES INC (EMGF). Kaydan Wealth Management, Inc. opened new stock positions in ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (FCVT), DEERE & CO (DE) and ISHARES TR (IJR).
The top stock holdings of Kaydan Wealth Management, Inc. are VEA, IAU, VB. The fund has invested 12.2% of it's portfolio in VANGUARD TAX-MANAGED FDS and 10.1% of portfolio in ISHARES GOLD TR.
The fund managers got completely rid off VANGUARD INDEX FDS (VB) and INVESCO EXCH TRD SLF IDX FD (BSAE) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), ISHARES TR (IJR) and ISHARES INC (EMGF). Kaydan Wealth Management, Inc. opened new stock positions in ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (FCVT), DEERE & CO (DE) and ISHARES TR (IJR).
Kaydan Wealth Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Kaydan Wealth Management, Inc. made a return of 2.84% in the last quarter. In trailing 12 months, it's portfolio return was 14.7%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 220,076 |
New stocks bought by Kaydan Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| first tr exchange-traded fd | 651 |
| deere & co | 156 |
| ishares tr | 149 |
| select sector spdr tr | 100 |
| amazon com inc | 9.33 |
| first tr exchange-traded fd | 8.97 |
| ishares tr | 5.28 |
| first tr exchange-traded fd | 4.54 |
Additions to existing portfolio by Kaydan Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares silver tr | -98.47 |
| ishares tr | -98.41 |
| ishares inc | -90.06 |
| select sector spdr tr | -11.5 |
| select sector spdr tr | -10.33 |
| ford mtr co | -9.14 |
| fortinet inc | -8.89 |
| invesco exchange traded fd t | -5.99 |
Kaydan Wealth Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -6,794,210 |
| invesco exch trd slf idx fd | -238,353 |
Kaydan Wealth Management, Inc. got rid off the above stocks
Sector Distribution
Kaydan Wealth Management, Inc. has about 91% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Industrials
- Healthcare
| Sector | % |
|---|---|
| Others | 91 |
| Technology | 2.2 |
| Financial Services | 1.6 |
| Industrials | 1.5 |
| Healthcare | 1.1 |
Market Cap. Distribution
Kaydan Wealth Management, Inc. has about 8.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 91 |
| LARGE-CAP | 4.4 |
| MEGA-CAP | 3.9 |
Stocks belong to which Index?
About 8.3% of the stocks held by Kaydan Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 91.2 |
| S&P 500 | 8.3 |
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 112 stocks in it's portfolio. About 68% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Kaydan Wealth Management, Inc. last quarter.
Last Reported on: 12 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.80 | 10,110 | 2,748,600 | reduced | -0.33 | ||
| AAXJ | ishares tr | 0.13 | 5,392 | 446,080 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.11 | 4,950 | 395,208 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.08 | 1,168 | 266,866 | added | 0.34 | ||
| ABT | abbott labs | 0.07 | 1,920 | 240,596 | added | 0.1 | ||
| ACSG | dbx etf tr | 0.28 | 23,828 | 982,307 | reduced | -3.63 | ||
| ACWF | ishares tr | 0.25 | 12,368 | 858,710 | reduced | -3.95 | ||
| AFK | vaneck etf trust | 0.26 | 8,808 | 912,156 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.08 | 2,606 | 287,323 | added | 0.04 | ||
| AGZD | wisdomtree tr | 0.29 | 19,212 | 991,339 | reduced | -0.64 | ||
| AGZD | wisdomtree tr | 0.22 | 8,502 | 748,856 | reduced | -0.74 | ||
| AGZD | wisdomtree tr | 0.07 | 3,450 | 230,460 | unchanged | 0.00 | ||
| AIRR | first tr exchange traded fd | 0.84 | 30,082 | 2,913,110 | added | 0.31 | ||
| AIRR | first tr exchange traded fd | 0.38 | 19,152 | 1,330,460 | added | 1.46 | ||
| AIRR | first tr exchange traded fd | 0.13 | 7,183 | 451,952 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.15 | 1,616 | 528,933 | reduced | -0.49 | ||
| AMPS | ishares tr | 0.42 | 15,597 | 1,468,610 | reduced | -4.15 | ||
| AMZN | amazon com inc | 0.09 | 1,265 | 291,987 | added | 9.33 | ||
| ASET | flexshares tr | 0.27 | 11,480 | 929,421 | added | 0.91 | ||
| BAC | bank america corp | 0.06 | 3,939 | 216,645 | unchanged | 0.00 | ||