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

About Kaydan Wealth Management, Inc.

Investment Activity

Kaydan Wealth Management, Inc. has $328.14 million in total holdings as of June 30, 2026.
Kaydan Wealth Management, Inc. owns shares of 115 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 16.90% of the portfolio was purchased this quarter.
About 13.59% of the portfolio was sold this quarter.
This quarter, Kaydan Wealth Management, Inc. has purchased 109 new stocks and bought additional shares in 42 stocks.
Kaydan Wealth Management, Inc. sold shares of 34 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Value ETF: $37,189,473
Vanguard FTSE Developed Markets ETF: $31,828,800
First Trust Enhanced Short Maturity ETF: $24,631,876
iShares Russell 2000 ETF: $21,159,375
Invesco S&P 500 Equal Weight ETF: $20,707,504

Largest New Holdings this Quarter

464287234 - iShares MSCI Emerging Markets ETF: $15,906,967 Holding
46090E103 - Invesco QQQ: $4,902,215 Holding
33733E104 - First Trust Capital Strength ETF: $1,023,511 Holding
34959E109 - Fortinet: $709,264 Holding
75513E101 - RTX: $365,610 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF: 53,453 shares (about $16.06M)
iShares MSCI Emerging Markets ETF: 232,524 shares (about $15.91M)
Vanguard Total Stock Market ETF: 20,471 shares (about $7.58M)
Invesco QQQ: 6,657 shares (about $4.90M)
Vanguard Growth ETF: 44,627 shares (about $3.84M)

Largest Sales this Quarter

iShares Gold Trust: 172,999 shares (about $13.06M)
iShares 20+ Year Treasury Bond ETF: 85,840 shares (about $7.42M)
iShares 7-10 Year Treasury Bond ETF: 74,579 shares (about $7.05M)
Stryker: 1,604 shares (about $505.00K)
First Trust Enhanced Short Maturity ETF: 7,159 shares (about $427.61K)

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	$37,189,473	$1,010,976 â–²	2.8%	170,649	11.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$31,828,800	$234,199 â–²	0.7%	446,720	9.7%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$24,631,876	$427,607 â–¼	-1.7%	412,387	7.5%	ETF
IWM iShares Russell 2000 ETF	$21,159,375	$16,059,865 â–²	314.9%	70,426	6.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$20,707,504	$309,582 â–²	1.5%	97,323	6.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$17,189,513	$245,912 â–²	1.5%	104,642	5.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$15,906,967	$15,906,967 â–²	New Holding	232,524	4.8%	ETF
VTI Vanguard Total Stock Market ETF	$13,543,704	$7,575,016 â–²	126.9%	36,601	4.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$11,278,607	$7,052,936 â–¼	-38.5%	119,262	3.4%	ETF
FTA First Trust Large Cap Value AlphaDEX Fund	$8,383,815	$214,215 â–¼	-2.5%	86,611	2.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,530,572	$171,339 â–²	2.3%	97,660	2.3%	ETF
OEF iShares S&P 100 ETF	$6,938,592	$111,954 â–²	1.6%	18,965	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$5,755,195	$112,419 â–²	2.0%	59,590	1.8%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$5,404,793	$7,418,292 â–¼	-57.9%	62,541	1.6%	ETF
QQQ Invesco QQQ	$4,902,215	$4,902,215 â–²	New Holding	6,657	1.5%	ETF
IVV iShares Core S&P 500 ETF	$4,885,031	$104,845 â–²	2.2%	6,523	1.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,651,003	$42,828 â–²	0.9%	19,656	1.4%	ETF
VUG Vanguard Growth ETF	$4,607,887	$3,844,170 â–²	503.3%	53,493	1.4%	ETF
FVD First Trust Value Line Dividend Index Fund	$4,186,697	$41,194 â–²	1.0%	86,897	1.3%	ETF
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,437,591	$5,744 â–¼	-0.2%	29,923	1.0%	ETF
RJF Raymond James Financial	$3,219,235		0.0%	21,175	1.0%	Finance
AAPL Apple	$3,041,585	$27,490 â–²	0.9%	10,511	0.9%	Technology
IVW iShares S&P 500 Growth ETF	$2,873,414	$59,826 â–²	2.1%	20,893	0.9%	ETF
DVY iShares Select Dividend ETF	$2,536,741	$5,158 â–²	0.2%	16,230	0.8%	ETF
MSFT Microsoft	$1,924,908	$105,945 â–¼	-5.2%	5,160	0.6%	Technology
IYW iShares U.S. Technology ETF	$1,812,273		0.0%	7,185	0.6%	ETF
FNX First Trust Mid Cap Core AlphaDEX Fund	$1,772,111	$17,269 â–²	1.0%	12,109	0.5%	ETF
CAT Caterpillar	$1,757,085	$7,454 â–²	0.4%	1,650	0.5%	Industrials
IYY iShares Dow Jones U.S. ETF	$1,690,282		0.0%	9,273	0.5%	ETF
XLK Technology Select Sector SPDR Fund	$1,635,614	$22,291 â–¼	-1.3%	8,585	0.5%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$1,627,519	$37,774 â–²	2.4%	20,078	0.5%	ETF
VXUS Vanguard Total International Stock ETF	$1,571,267	$181,234 â–²	13.0%	18,380	0.5%	ETF
FEX First Trust Large Cap Core AlphaDEX Fund	$1,478,742	$7,973 â–¼	-0.5%	10,572	0.5%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,403,204	$85,078 â–¼	-5.7%	14,547	0.4%	ETF
JPM JPMorgan Chase & Co.	$1,362,020	$10,475 â–¼	-0.8%	4,161	0.4%	Finance
SYK Stryker	$1,282,973	$505,003 â–¼	-28.2%	4,075	0.4%	Healthcare
GM General Motors	$1,274,441	$26,284 â–¼	-2.0%	16,534	0.4%	Consumer Discretionary
OSK Oshkosh	$1,225,998		0.0%	7,988	0.4%	Industrials
PRF Invesco RAFI US 1000 ETF	$1,161,915		0.0%	21,505	0.4%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$1,132,943	$25,886 â–²	2.3%	20,045	0.3%	ETF
DE Deere & Company	$1,127,839		0.0%	1,778	0.3%	Industrials
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF	$1,114,565	$20,652 â–¼	-1.8%	22,991	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,033,015	$15,905 â–²	1.6%	12,470	0.3%	ETF
QDEF FlexShares Quality Dividend Defensive Index Fund	$1,029,203	$26,019 â–²	2.6%	11,827	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$1,024,154	$767,991 â–²	299.8%	8,248	0.3%	ETF
FTCS First Trust Capital Strength ETF	$1,023,511	$1,023,511 â–²	New Holding	10,898	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$915,680		0.0%	8,808	0.3%	ETF
LRGF iShares U.S. Equity Factor ETF	$912,325	$3,025 â–²	0.3%	12,063	0.3%	ETF
GOOG Alphabet	$869,545	$37,100 â–¼	-4.1%	2,461	0.3%	Communication Services
JNJ Johnson & Johnson	$836,382	$27,939 â–²	3.5%	3,293	0.3%	Healthcare
MDY SPDR S&P MidCap 400 ETF Trust	$836,271	$21,804 â–¼	-2.5%	1,189	0.3%	ETF
DLN WisdomTree U.S. LargeCap Dividend Fund	$827,581	$6,068 â–²	0.7%	8,592	0.3%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$820,264	$70,016 â–²	9.3%	19,014	0.2%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$802,187	$13,158 â–²	1.7%	12,437	0.2%	ETF
BNY MELLON ETF TRUST II	$753,253		0.0%	20,193	0.2%	CONCENTRATED GRW
SDY SPDR S&P Dividend ETF	$746,291	$15,066 â–¼	-2.0%	4,904	0.2%	ETF
WALMART INC	$744,005	$23,445 â–¼	-3.1%	6,569	0.2%	COM
VIGI Vanguard International Dividend Appreciation ETF	$709,408	$44,636 â–²	6.7%	7,597	0.2%	ETF
FTNT Fortinet	$709,264	$709,264 â–²	New Holding	4,617	0.2%	Technology
XOM ExxonMobil	$650,377		0.0%	4,757	0.2%	Energy
DIA SPDR Dow Jones Industrial Average ETF Trust	$618,510		0.0%	1,184	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$613,566	$11,633 â–²	1.9%	11,445	0.2%	ETF
CSCO Cisco Systems	$613,396		0.0%	5,222	0.2%	Technology
ORCL Oracle	$602,321	$1,905 â–¼	-0.3%	4,110	0.2%	Technology
AMGN Amgen	$585,186		0.0%	1,616	0.2%	Healthcare
XLV Health Care Select Sector SPDR Fund	$563,084	$51,882 â–²	10.1%	3,549	0.2%	ETF
CSX CSX	$539,418		0.0%	11,349	0.2%	Industrials
KO CocaCola	$537,030		0.0%	6,608	0.2%	Consumer Staples
FV First Trust Dorsey Wright Focus 5 ETF	$535,485	$9,561 â–¼	-1.8%	7,057	0.2%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$520,652		0.0%	5,392	0.2%	ETF
F Ford Motor	$511,173	$18,807 â–²	3.8%	36,775	0.2%	Consumer Discretionary
GE GE Aerospace	$508,647	$83,342 â–¼	-14.1%	1,361	0.2%	Industrials
IMCG iShares Morningstar Mid-Cap Growth ETF	$486,585		0.0%	4,950	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$473,850	$2,373 â–²	0.5%	3,195	0.1%	ETF
HD Home Depot	$469,825	$6,702 â–¼	-1.4%	1,332	0.1%	Consumer Discretionary
TXN Texas Instruments	$461,710	$8,644 â–²	1.9%	1,549	0.1%	Technology
DTE DTE Energy	$426,179		0.0%	2,797	0.1%	Utilities
NVDA NVIDIA	$416,787	$47,221 â–¼	-10.2%	2,083	0.1%	Technology
CMI Cummins	$409,383		0.0%	574	0.1%	Industrials
T AT&T	$399,162	$1,408 â–²	0.4%	19,283	0.1%	Communication Services
GE VERNOVA INC	$398,278	$65,792 â–¼	-14.2%	339	0.1%	COM
EFA iShares MSCI EAFE ETF	$380,720	$11,738 â–¼	-3.0%	3,665	0.1%	ETF
MRK Merck & Co., Inc.	$375,863		0.0%	2,925	0.1%	Healthcare
IAU iShares Gold Trust	$375,738	$13,063,163 â–¼	-97.2%	4,976	0.1%	ETF
RTX RTX	$365,610	$365,610 â–²	New Holding	1,927	0.1%	Industrials
GOOGL Alphabet	$360,944	$2,144 â–²	0.6%	1,010	0.1%	Communication Services
PG Procter & Gamble	$353,109	$50,298 â–²	16.6%	2,408	0.1%	Consumer Staples
LMT Lockheed Martin	$348,980	$13,246 â–²	3.9%	685	0.1%	Industrials
MA Mastercard	$348,221	$4,622 â–¼	-1.3%	678	0.1%	Finance
AMZN Amazon.com	$347,500	$24,072 â–¼	-6.5%	1,458	0.1%	Consumer Discretionary
SMH VanEck Semiconductor ETF	$329,257	$32,795 â–¼	-9.1%	502	0.1%	ETF
BRK.B Berkshire Hathaway	$326,755		0.0%	653	0.1%	Finance
RZG Invesco S&P SmallCap 600 Pure Growth ETF	$323,126		0.0%	4,445	0.1%	ETF
ILCG iShares Morningstar Growth ETF	$321,805		0.0%	2,750	0.1%	ETF
CNI Canadian National Railway	$309,070		0.0%	2,592	0.1%	Industrials
AFL Aflac	$305,511		0.0%	2,606	0.1%	Finance
CTAS Cintas	$305,464		0.0%	1,796	0.1%	Industrials
ETN Eaton	$302,971	$6,392 â–¼	-2.1%	711	0.1%	Industrials
ABBV AbbVie	$296,304	$21,398 â–¼	-6.7%	1,177	0.1%	Healthcare
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$292,092	$488 â–¼	-0.2%	2,394	0.1%	ETF

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