Kaydan Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Kaydan Wealth Management, Inc.

Investment Activity

Kaydan Wealth Management, Inc. has $291.38 million in total holdings as of September 30, 2026.
Kaydan Wealth Management, Inc. owns shares of 116 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 10.37% of the portfolio was purchased this quarter.
About 22.17% of the portfolio was sold this quarter.
This quarter, Kaydan Wealth Management, Inc. has purchased 115 new stocks and bought additional shares in 22 stocks.
Kaydan Wealth Management, Inc. sold shares of 68 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard Value ETF: $36,091,538
iShares Russell 2000 ETF: $26,065,236
Vanguard Total Stock Market ETF: $20,818,495
Invesco S&P 500 Equal Weight ETF: $19,799,176
iShares Core S&P Total U.S. Stock Market ETF: $17,013,936

Largest New Holdings this Quarter

92206C706 - Vanguard Intermediate-Term Treasury ETF: $7,376,282 Holding
78463V107 - SPDR Gold Shares: $6,762,195 Holding
655844108 - Norfolk Southern: $640,866 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $363,258 Holding
20825C104 - ConocoPhillips: $230,276 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury ETF: 130,185 shares (about $7.38M)
Vanguard Total Stock Market ETF: 19,027 shares (about $7.12M)
SPDR Gold Shares: 17,756 shares (about $6.76M)
iShares Russell 2000 ETF: 23,370 shares (about $6.49M)
Norfolk Southern: 2,074 shares (about $640.87K)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF: 219,116 shares (about $15.47M)
First Trust Enhanced Short Maturity ETF: 132,004 shares (about $7.86M)
Vanguard Value ETF: 3,621 shares (about $782.43K)
Invesco S&P 500 Equal Weight ETF: 2,144 shares (about $446.00K)
iShares Core S&P 500 ETF: 572 shares (about $438.08K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTV Vanguard Value ETF	$36,091,538	$782,428 ▼	-2.1%	167,028	12.4%	ETF
IWM iShares Russell 2000 ETF	$26,065,236	$6,494,355 ▲	33.2%	93,796	8.9%	ETF
VTI Vanguard Total Stock Market ETF	$20,818,495	$7,120,758 ▲	52.0%	55,628	7.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$19,799,176	$445,996 ▼	-2.2%	95,179	6.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$17,013,936	$385,936 ▼	-2.2%	102,321	5.8%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$16,685,592	$7,855,558 ▼	-32.0%	280,383	5.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$16,071,118	$15,471,780 ▼	-49.0%	227,604	5.5%	ETF
FTA First Trust Large Cap Value AlphaDEX Fund	$8,064,362	$189,744 ▼	-2.3%	84,620	2.8%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$7,376,282	$7,376,282 ▲	New Holding	130,185	2.5%	ETF
OEF iShares S&P 100 ETF	$6,836,937	$409,613 ▼	-5.7%	17,893	2.3%	ETF
GLD SPDR Gold Shares	$6,762,195	$6,762,195 ▲	New Holding	17,756	2.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$6,629,122	$397,524 ▼	-5.7%	92,135	2.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$5,484,950	$288,223 ▼	-5.0%	56,615	1.9%	ETF
QQQ Invesco QQQ	$4,783,415	$141,298 ▼	-2.9%	6,466	1.6%	ETF
VUG Vanguard Growth ETF	$4,714,015	$106,240 ▼	-2.2%	52,314	1.6%	ETF
IVV iShares Core S&P 500 ETF	$4,557,708	$438,079 ▼	-8.8%	5,951	1.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,368,030	$217,912 ▼	-4.8%	18,722	1.5%	ETF
FVD First Trust Value Line Dividend Index Fund	$3,684,827	$391,511 ▼	-9.6%	78,551	1.3%	ETF
AAPL Apple	$3,385,968	$114,564 ▼	-3.3%	10,167	1.2%	Technology
RJF Raymond James Financial	$3,346,074		0.0%	21,175	1.1%	Finance
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,093,703	$282,282 ▼	-8.4%	27,421	1.1%	ETF
IVW iShares S&P 500 Growth ETF	$2,971,385	$854 ▼	0.0%	20,887	1.0%	ETF
MSFT Microsoft	$2,601,429	$45,135 ▼	-1.7%	5,072	0.9%	Technology
DVY iShares Select Dividend ETF	$2,353,960	$114,208 ▼	-4.6%	15,479	0.8%	ETF
IYW iShares U.S. Technology ETF	$1,903,307		0.0%	7,185	0.7%	ETF
IYY iShares Dow Jones U.S. ETF	$1,719,214		0.0%	9,273	0.6%	ETF
FNX First Trust Mid Cap Core AlphaDEX Fund	$1,643,770	$10,387 ▲	0.6%	12,186	0.6%	ETF
VXUS Vanguard Total International Stock ETF	$1,491,353	$70,264 ▼	-4.5%	17,553	0.5%	ETF
XLK Technology Select Sector SPDR Fund	$1,396,676	$283,837 ▼	-16.9%	7,135	0.5%	ETF
FEX First Trust Large Cap Core AlphaDEX Fund	$1,377,483	$24,399 ▼	-1.7%	10,388	0.5%	ETF
JPM JPMorgan Chase & Co.	$1,376,253	$331 ▼	0.0%	4,160	0.5%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$1,348,375	$69,085 ▼	-4.9%	13,838	0.5%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$1,341,744	$230,174 ▼	-14.6%	17,138	0.5%	ETF
CAT Caterpillar	$1,337,804		0.0%	1,650	0.5%	Industrials
GM General Motors	$1,238,545	$34,573 ▼	-2.7%	16,085	0.4%	Consumer Discretionary
DE Deere & Company	$1,194,016		0.0%	1,778	0.4%	Industrials
SYK Stryker	$1,118,910	$3,305 ▼	-0.3%	4,063	0.4%	Healthcare
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF	$1,089,317	$6,434 ▼	-0.6%	22,856	0.4%	ETF
PRF Invesco RAFI US 1000 ETF	$1,088,872	$81,645 ▼	-7.0%	20,005	0.4%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$1,077,489	$3,938 ▼	-0.4%	19,972	0.4%	ETF
OSK Oshkosh	$1,029,014		0.0%	7,988	0.4%	Industrials
IEMG iShares Core MSCI Emerging Markets ETF	$969,943	$42,122 ▼	-4.2%	11,951	0.3%	ETF
FTCS First Trust Capital Strength ETF	$962,395	$60,443 ▼	-5.9%	10,254	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$951,600	$81,544 ▼	-7.9%	7,597	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$931,094		0.0%	8,808	0.3%	ETF
LRGF iShares U.S. Equity Factor ETF	$908,198	$30,906 ▼	-3.3%	11,666	0.3%	ETF
QDEF FlexShares Quality Dividend Defensive Index Fund	$903,681	$148,686 ▼	-14.1%	10,156	0.3%	ETF
JNJ Johnson & Johnson	$878,733	$6,884 ▲	0.8%	3,319	0.3%	Healthcare
DLN WisdomTree U.S. LargeCap Dividend Fund	$845,057	$9,914 ▲	1.2%	8,694	0.3%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$829,770	$10,669 ▲	1.3%	12,599	0.3%	ETF
T AT&T	$811,983	$341,478 ▲	72.6%	33,278	0.3%	Communication Services
FTNT Fortinet	$798,163	$27,172 ▼	-3.3%	4,465	0.3%	Technology
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$790,701	$19,113 ▲	2.5%	19,485	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$759,157	$21,671 ▼	-2.8%	1,156	0.3%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$735,437	$18,129 ▲	2.5%	7,789	0.3%	ETF
GOOG Alphabet	$728,502	$110,059 ▼	-13.1%	2,138	0.3%	Communication Services
WALMART INC	$682,650		0.0%	6,569	0.2%	COM
AMGN Amgen	$673,994	$7,166 ▼	-1.1%	1,599	0.2%	Healthcare
BNY MELLON ETF TRUST II	$653,159	$142,956 ▼	-18.0%	16,567	0.2%	CONCENTRATED GRW
NSC Norfolk Southern	$640,866	$640,866 ▲	New Holding	2,074	0.2%	Industrials
XLF Financial Select Sector SPDR Fund	$620,668	$9,505 ▲	1.6%	11,623	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$602,123		0.0%	1,184	0.2%	ETF
SDY SPDR S&P Dividend ETF	$590,461	$127,877 ▼	-17.8%	4,031	0.2%	ETF
KO Coca-Cola	$588,182	$19,285 ▲	3.4%	6,832	0.2%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$576,502	$21,221 ▼	-3.6%	3,423	0.2%	ETF
ORCL Oracle	$557,987	$6,316 ▼	-1.1%	4,064	0.2%	Technology
CSX CSX	$527,842		0.0%	11,349	0.2%	Industrials
CSCO Cisco Systems	$512,857	$49,187 ▼	-8.8%	4,765	0.2%	Technology
FV First Trust Dorsey Wright Focus 5 ETF	$502,756	$15,193 ▼	-2.9%	6,850	0.2%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$496,965	$12,471 ▼	-2.4%	5,260	0.2%	ETF
MRK Merck & Co., Inc.	$432,733	$7,701 ▲	1.8%	2,978	0.1%	Healthcare
NVDA NVIDIA	$432,323	$43,392 ▼	-9.1%	1,893	0.1%	Technology
TXN Texas Instruments	$427,417	$6,442 ▼	-1.5%	1,526	0.1%	Technology
EFA iShares MSCI EAFE ETF	$399,561	$18,804 ▲	4.9%	3,846	0.1%	ETF
F Ford Motor	$395,701	$47,806 ▼	-10.8%	32,811	0.1%	Consumer Discretionary
RTX RTX	$389,679	$31,932 ▲	8.9%	2,099	0.1%	Industrials
IJR iShares Core S&P Small-Cap ETF	$387,850	$46,798 ▼	-10.8%	2,851	0.1%	ETF
MA Mastercard	$381,066	$7,169 ▲	1.9%	691	0.1%	Finance
HD Home Depot	$374,673	$4,267 ▼	-1.1%	1,317	0.1%	Consumer Discretionary
PG Procter & Gamble	$369,883	$20,049 ▲	5.7%	2,546	0.1%	Consumer Staples
EXXONMOBIL HOLDINGS CORP	$363,258	$363,258 ▲	New Holding	2,232	0.1%	COM SHS
GE GE Aerospace	$357,260	$67,767 ▼	-15.9%	1,144	0.1%	Industrials
IMCG iShares Morningstar Mid-Cap Growth ETF	$352,088	$112,668 ▼	-24.2%	3,750	0.1%	ETF
CTAS Cintas	$350,328		0.0%	1,796	0.1%	Industrials
AMZN Amazon.com	$348,312	$14,949 ▼	-4.1%	1,398	0.1%	Consumer Discretionary
LMT Lockheed Martin	$345,781	$3,056 ▼	-0.9%	679	0.1%	Industrials
DTE DTE Energy	$340,675		0.0%	2,797	0.1%	Utilities
GOOGL Alphabet	$327,564	$19,957 ▼	-5.7%	952	0.1%	Communication Services
ILCG iShares Morningstar Growth ETF	$321,668		0.0%	2,750	0.1%	ETF
BRK.B Berkshire Hathaway	$316,696	$8,465 ▼	-2.6%	636	0.1%	Finance
SMH VanEck Semiconductor ETF	$316,680	$10,962 ▲	3.6%	520	0.1%	ETF
ETN Eaton	$313,688	$8,164 ▲	2.7%	730	0.1%	Industrials
CNI Canadian National Railway	$308,189		0.0%	2,592	0.1%	Industrials
IAU iShares Gold Trust	$303,653	$84,973 ▼	-21.9%	3,888	0.1%	ETF
CMI Cummins	$293,928	$2,583 ▼	-0.9%	569	0.1%	Industrials
AFL Aflac	$291,258	$112 ▼	0.0%	2,605	0.1%	Finance
IBB iShares Biotechnology ETF	$286,952	$10,737 ▲	3.9%	1,363	0.1%	ETF
GE VERNOVA INC	$270,890	$51,327 ▼	-15.9%	285	0.1%	COM
IYH iShares U.S. Healthcare ETF	$263,443		0.0%	3,681	0.1%	ETF
TNET TriNet Group	$263,356		0.0%	4,211	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Kaydan Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Kaydan Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Kaydan Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Kaydan Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKaydan Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools