Latest Kaydan Wealth Management, Inc. Stock Portfolio

Kaydan Wealth Management, Inc. Performance:

2026 Q1: 0.23%YTD: 0.23%2025: 15.24%

Performance for 2026 Q1 is 0.23%, and YTD is 0.23%, and 2025 is 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 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kaydan Wealth Management, Inc. reported an equity portfolio of $299 Millions as of 31 Mar, 2026.

The top stock holdings of Kaydan Wealth Management, Inc. are VB, VEA, FCVT. The fund has invested 10.9% of it's portfolio in VANGUARD INDEX FDS and 9.5% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off INVESCO QQQ TR (QQQ), FIRST TR EXCHANGE-TRADED FD (BGLD) and FORTINET INC (FTNT) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU), ISHARES TR (IJR) and VANGUARD TAX-MANAGED FDS (VEA). Kaydan Wealth Management, Inc. opened new stock positions in PROSHARES TR, EATON CORP PLC (ETN) and CONOCOPHILLIPS (COP). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), VANGUARD WHITEHALL FDS (VIGI) and AMAZON COM INC (AMZN).

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

Our best estimate is that Kaydan Wealth Management, Inc. made a return of 0.23% in the last quarter. In trailing 12 months, it's portfolio return was 15.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
proshares tr	14,706,300
eaton corp plc	259,668
conocophillips	252,384
vaneck etf trust	211,637
visa inc	200,687

New stocks bought by Kaydan Wealth Management, Inc.

Additions

Ticker	% Inc.
nvidia corporation	36.73
vanguard whitehall fds	25.8
amazon com inc	23.24
first tr exchange traded fd	18.54
alphabet inc	8.45
abbvie inc	8.05
vanguard star fds	7.93
select sector spdr tr	7.11

Additions to existing portfolio by Kaydan Wealth Management, Inc.

Reductions

Ticker	% Reduced
ishares gold tr	-58.76
ishares tr	-48.98
vanguard tax-managed fds	-34.03
general mtrs co	-33.22
ishares tr	-28.16
invesco exchange traded fd t	-7.52
ishares tr	-2.79
dbx etf tr	-1.72

Kaydan Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchange-traded fd	-965,927
invesco qqq tr	-4,085,160
fortinet inc	-495,360
trinet group inc	-248,996
bank america corp	-216,645
ishares silver tr	-253,042
ishares tr	-262,042
rtx corporation	-353,412

Kaydan Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Kaydan Wealth Management, Inc. has about 90% of it's holdings in Others sector.

Sector	%
Others	90
Technology	2.1
Industrials	1.8
Financial Services	1.7
Healthcare	1.4

Market Cap. Distribution

Kaydan Wealth Management, Inc. has about 9.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	90
MEGA-CAP	5.3
LARGE-CAP	4.1

Stocks belong to which Index?

About 9% of the stocks held by Kaydan Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	90.5
S&P 500	9

Top 5 Winners (%)		%
XOM	exxon mobil corp	39.2 %
	ge vernova inc	33.6 %
LMT	lockheed martin corp	24.8 %
CAT	caterpillar inc	23.7 %
DE	deere & co	21.0 %

Top 5 Winners ($)		$
IAU	ishares gold tr	2.1 M
VEA	vanguard tax-managed fds	0.9 M
VB	vanguard index fds	0.9 M
FTA	first tr exchange-traded alp	0.6 M
XOM	exxon mobil corp	0.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.5 %
MSFT	microsoft corp	-23.2 %
ABT	abbott laboratories	-17.8 %
MA	mastercard incorporated	-12.3 %
F	ford mtr co	-12.0 %

Top 5 Losers ($)		$
IJR	ishares tr	-1.0 M
MSFT	microsoft corp	-0.6 M
IJR	ishares tr	-0.5 M
VB	vanguard index fds	-0.4 M
RJF	raymond james finl inc	-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 109 stocks in it's portfolio. About 63.2% of the portfolio is in top 10 stocks. IJR 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: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.88	10,416	2,643,570	added	3.03

AAXJ	ishares tr	0.15	5,392	449,855	unchanged	0.00

AAXJ	ishares tr	0.13	4,950	389,912	unchanged	0.00

ABBV	abbvie inc	0.09	1,262	274,366	added	8.05

ABT	abbott laboratories	0.07	1,992	204,553	added	3.75

ACSG	dbx etf tr	0.33	23,417	999,705	reduced	-1.72

ACWF	ishares tr	0.26	12,023	793,518	reduced	-2.79

AFK	vaneck etf trust	0.28	8,808	851,734	unchanged	0.00

AFK	vaneck etf trust	0.07	552	211,637	new

AFL	aflac inc	0.10	2,606	285,864	unchanged	0.00

AGZD	wisdomtree tr	0.34	19,587	1,029,100	added	1.95

AGZD	wisdomtree tr	0.26	8,529	761,896	added	0.32

AGZD	wisdomtree tr	0.08	3,450	231,909	unchanged	0.00

AIRR	first tr exchange traded fd	0.94	29,973	2,807,270	reduced	-0.36

AIRR	first tr exchange traded fd	0.45	19,612	1,339,090	added	2.4

AIRR	first tr exchange traded fd	0.14	7,183	434,123	unchanged	0.00

AMGN	amgen inc	0.19	1,616	568,590	unchanged	0.00

AMPS	ishares tr	0.48	15,429	1,430,880	reduced	-1.08

AMZN	amazon com inc	0.11	1,559	324,693	added	23.24

ASET	flexshares tr	0.31	11,528	920,165	added	0.42