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

About Kaydan Wealth Management, Inc.

Investment Activity

  • Kaydan Wealth Management, Inc. has $299.04 million in total holdings as of March 31, 2026.
  • Kaydan Wealth Management, Inc. owns shares of 109 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 6.10% of the portfolio was purchased this quarter.
  • About 22.16% of the portfolio was sold this quarter.
  • This quarter, Kaydan Wealth Management, Inc. has purchased 112 new stocks and bought additional shares in 49 stocks.
  • Kaydan Wealth Management, Inc. sold shares of 23 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

74349Y753 - PROSHARES TR
$14,706,333 Holding
G29183103 - Eaton
$259,668 Holding
20825C104 - ConocoPhillips
$252,384 Holding
92189F676 - VanEck Semiconductor ETF
$211,637 Holding
92826C839 - Visa
$200,687 Holding

Largest Purchases this Quarter

PROSHARES TR
387,723 shares (about $14.71M)
iShares Core S&P Mid-Cap ETF
3,973 shares (about $268.30K)
Eaton
726 shares (about $259.67K)
ConocoPhillips
1,912 shares (about $252.38K)
First Trust Enhanced Short Maturity ETF
4,053 shares (about $242.29K)

Largest Sales this Quarter

iShares Gold Trust
253,622 shares (about $22.36M)
Vanguard FTSE Developed Markets ETF
228,696 shares (about $14.65M)
iShares Core S&P Total U.S. Stock Market ETF
99,012 shares (about $14.10M)
iShares 7-10 Year Treasury Bond ETF
75,984 shares (about $7.25M)
General Motors
8,395 shares (about $625.43K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKaydan Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$32,571,118$63,961 -0.2%166,01010.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$28,415,187$14,654,840 -34.0%443,4339.5%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$25,080,460$242,288 1.0%419,5468.4%Manufacturing
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$18,500,189$7,251,915 -28.2%193,8416.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$18,398,918$35,121 0.2%95,8686.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$15,690,276$22,359,316 -58.8%177,9755.2%Finance
PROSHARES TR
$14,706,333$14,706,333 New Holding387,7234.9%SHORT S&P 500 NE
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$14,690,895$14,102,234 -49.0%103,1454.9%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$12,863,149$39,271 -0.3%148,3814.3%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$8,202,896$39,433 -0.5%88,8242.7%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,444,895$268,295 4.3%95,4382.2%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$5,934,960$236,012 4.1%18,6592.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$5,289,312$234,020 4.6%58,4261.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,174,525$81,484 -1.6%16,1301.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,209,378$132,682 3.3%16,9731.4%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,188,294$6,882 0.2%19,4751.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,169,370$103,859 2.6%6,3831.4%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$4,046,555$90,062 2.3%86,0421.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,872,580$69,013 1.8%8,8661.3%ETF
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$3,065,9280.0%21,1751.0%Finance
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$2,807,272$10,209 -0.4%29,9730.9%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$2,643,572$77,663 3.0%10,4160.9%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$2,452,315$34,520 1.4%16,1970.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,314,004$2,375 0.1%20,4580.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,015,329$58,861 3.0%5,4440.7%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$1,866,063$1,314 0.1%5,6790.6%Medical
First Trust Mid Cap Core AlphaDEX Fund stock logo
FNX
First Trust Mid Cap Core AlphaDEX Fund
$1,537,757$22,699 -1.5%11,9910.5%Manufacturing
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$1,469,307$1,901 -0.1%9,2730.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,430,885$15,580 -1.1%15,4290.5%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,339,093$31,408 2.4%19,6120.4%Manufacturing
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,303,5030.0%7,1850.4%Manufacturing
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$1,295,970$6,584 -0.5%10,6290.4%ETF
General Motors Company stock logo
GM
General Motors
$1,257,188$625,428 -33.2%16,8750.4%Auto/Tires/Trucks
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,253,842$92,149 7.9%16,2600.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,233,413$24,121 2.0%4,1930.4%Finance
Oshkosh Corporation stock logo
OSK
Oshkosh
$1,175,9130.0%7,9880.4%Auto/Tires/Trucks
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,164,0000.0%1,6430.4%Industrials
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,156,496$14,486 -1.2%8,7020.4%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,029,101$19,703 2.0%19,5870.3%Finance
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$1,022,1330.0%21,5050.3%ETF
Deere & Company stock logo
DE
Deere & Company
$1,001,5470.0%1,7780.3%Industrials
DBAW
Xtrackers MSCI All World ex US Hedged Equity ETF
$999,705$17,546 -1.7%23,4170.3%ETF
QDEF
FlexShares Quality Dividend Defensive Index Fund
$920,165$3,831 0.4%11,5280.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$879,663$6,822 0.8%2,0630.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$856,391$50,360 6.2%12,2780.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$851,7340.0%8,8080.3%ETF
WALMART INC
$842,121$6,960 0.8%6,7760.3%COM
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$807,073$50,389 6.7%4,7570.3%Energy
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$793,518$22,770 -2.8%12,0230.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$778,109$36,669 4.9%3,1830.3%Medical
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$761,896$2,412 0.3%8,5290.3%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$752,4470.0%1,2200.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$736,083$57,372 8.5%2,5660.2%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$730,138$30,210 4.3%5,0030.2%ETF
BNY MELLON ETF TRUST II
$686,0270.0%20,1930.2%CONCENTRATED GRW
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$685,727$107,250 18.5%17,3910.2%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$629,747$129,152 25.8%7,1190.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$606,535$3,972 0.7%4,1230.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$568,5900.0%1,6160.2%Medical
AT&T Inc. stock logo
T
AT&T
$557,049$34,354 6.6%19,2150.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$554,326$23,155 4.4%11,2280.2%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$553,666$45,034 -7.5%12,2330.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$548,4170.0%1,1840.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$502,5360.0%6,6080.2%Consumer Staples
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$472,377$31,375 7.1%3,2220.2%ETF
CSX Corporation stock logo
CSX
CSX
$465,8760.0%11,3490.2%Transportation
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$449,8550.0%5,3920.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$449,4920.0%1,5840.2%Aerospace
The Home Depot, Inc. stock logo
HD
Home Depot
$444,382$12,170 2.8%1,3510.1%Retail/Wholesale
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$434,1230.0%7,1830.1%Manufacturing
DTE Energy Company stock logo
DTE
DTE Energy
$408,9770.0%2,7970.1%Utilities
Ford Motor Company stock logo
F
Ford Motor
$408,7700.0%35,4220.1%Auto/Tires/Trucks
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$405,188$11,949 3.0%5,2220.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$404,434$108,651 36.7%2,3190.1%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$398,293$3,626 0.9%6590.1%Aerospace
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$395,181$4,351 1.1%3,1790.1%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$389,9120.0%4,9500.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$366,957$3,205 -0.9%3,7780.1%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$351,848$241 -0.1%2,9250.1%Medical
GE VERNOVA INC
$344,7960.0%3950.1%COM
Mastercard Incorporated stock logo
MA
Mastercard
$343,266$7,995 2.4%6870.1%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$324,693$61,231 23.2%1,5590.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$312,9180.0%6530.1%Finance
Cummins Inc. stock logo
CMI
Cummins
$308,823$2,690 0.9%5740.1%Auto/Tires/Trucks
Cintas Corporation stock logo
CTAS
Cintas
$303,775$507 -0.2%1,7960.1%Business Services
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$301,4350.0%15,4340.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$298,269$10,255 3.6%2,0650.1%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$295,093$4,465 1.5%1,5200.1%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$294,4510.0%3,0510.1%Utilities
Alphabet Inc. stock logo
GOOGL
Alphabet
$288,710$11,215 4.0%1,0040.1%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$285,8640.0%2,6060.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$274,366$20,436 8.0%1,2620.1%Medical
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$266,3800.0%2,5920.1%Transportation
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$262,5700.0%2,7500.1%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$259,668$259,668 New Holding7260.1%Industrials
RZG
Invesco S&P SmallCap 600 Pure Growth ETF
$253,1890.0%4,4450.1%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$252,384$252,384 New Holding1,9120.1%Energy
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$246,221$20 0.0%12,5460.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$243,613$1,837 -0.7%6630.1%ETF
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$236,275$690 -0.3%2,3980.1%ETF

Showing largest 100 holdings. View all holdings.
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