Kdk Private Wealth Management, LLC Top Holdings and 13F Report (2026) About Kdk Private Wealth Management, LLCInvestment ActivityKdk Private Wealth Management, LLC has $109.30 million in total holdings as of March 31, 2026.Kdk Private Wealth Management, LLC owns shares of 60 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.73% of the portfolio was purchased this quarter.About 6.34% of the portfolio was sold this quarter.This quarter, Kdk Private Wealth Management, LLC has purchased 72 new stocks and bought additional shares in 13 stocks.Kdk Private Wealth Management, LLC sold shares of 35 stocks and completely divested from 13 stocks this quarter.Largest Holdings Enterprise Products Partners $29,502,221iShares Russell 3000 ETF $16,597,233iShares Core S&P 500 ETF $6,444,730Fidelity MSCI Information Technology Index ETF $5,846,157iShares Russell 1000 Growth ETF $3,804,453 Largest New Holdings this Quarter 127097103 - Coterra Energy $210,840 Holding Largest Purchases this Quarter Enterprise Products Partners 7,147 shares (about $270.44K)Coterra Energy 6,000 shares (about $210.84K)FIDELITY WISE ORIGIN BITCOIN 1,280 shares (about $75.56K)FIDELITY ETHEREUM FD 3,320 shares (about $69.32K)Vanguard Information Technology ETF 75 shares (about $52.33K) Largest Sales this Quarter Apple 2,086 shares (about $529.41K)Chevron 1,105 shares (about $228.62K)ExxonMobil 1,086 shares (about $184.24K)Meta Platforms 284 shares (about $162.48K)Fidelity MSCI Information Technology Index ETF 691 shares (about $143.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKdk Private Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEPDEnterprise Products Partners$29,502,221$270,442 ▲0.9%779,65727.0%EnergyIWViShares Russell 3000 ETF$16,597,233$128,256 ▼-0.8%44,77515.2%ETFIVViShares Core S&P 500 ETF$6,444,730$19,443 ▼-0.3%9,9445.9%ETFFTECFidelity MSCI Information Technology Index ETF$5,846,157$143,761 ▼-2.4%28,1005.3%ETFIWFiShares Russell 1000 Growth ETF$3,804,453$2,132 ▼-0.1%8,9223.5%ETFFIDELITY WISE ORIGIN BITCOIN$3,129,712$75,558 ▲2.5%53,0192.9%SHSFIDELITY ETHEREUM FD$2,867,659$69,322 ▲2.5%137,3402.6%SHSSHViShares Short Treasury Bond ETF$2,684,807$94,711 ▼-3.4%24,3222.5%ETFFIDUFidelity MSCI Industrials Index ETF$2,248,660$19,640 ▼-0.9%25,9902.1%ETFAAPLApple$2,061,790$529,406 ▼-20.4%8,1241.9%Computer and TechnologyVGTVanguard Information Technology ETF$2,038,738$52,329 ▲2.6%2,9221.9%ETFFHLCFidelity MSCI Health Care Index ETF$1,834,299$18,997 ▼-1.0%26,0711.7%ETFFNCLFidelity MSCI Financials Index ETF$1,705,929$38,959 ▼-2.2%24,3021.6%ETFXOMExxonMobil$1,684,317$184,243 ▼-9.9%9,9281.5%EnergyXLKTechnology Select Sector SPDR Fund$1,641,5800.0%12,3521.5%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$1,499,384$1,026 ▼-0.1%16,0781.4%ETFFCOMFidelity MSCI Communication Services Index ETF$1,306,064$34,467 ▼-2.6%19,1741.2%ETFFSTAFidelity MSCI Consumer Staples Index ETF$1,148,268$11,199 ▼-1.0%21,9431.1%ETFVOXVanguard Communication Services ETF$1,135,572$10,072 ▲0.9%6,3141.0%ETFHALHalliburton$1,132,015$13,140 ▼-1.1%29,0331.0%EnergyVFHVanguard Financials ETF$1,099,976$5,920 ▲0.5%9,1051.0%ETFDFUVDimensional US Marketwide Value ETF$1,041,3090.0%21,4881.0%ETFSOUTHSTATE BK CORP$954,067$1,388 ▼-0.1%10,3120.9%COMNMRKNewmark Group$899,4000.0%60,0000.8%FinanceVHTVanguard Health Care ETF$843,233$1,906 ▲0.2%3,0970.8%ETFFENYFidelity MSCI Energy Index ETF$811,601$7,314 ▼-0.9%23,8570.7%ETFIEFAiShares Core MSCI EAFE ETF$788,970$1,177 ▼-0.1%8,7150.7%ETFCVXChevron$761,392$228,625 ▼-23.1%3,6800.7%EnergyXLYConsumer Discretionary Select Sector SPDR Fund$740,193$26,155 ▼-3.4%6,7920.7%FinanceSABLE OFFSHORE CORP$652,5400.0%39,5000.6%COM SHSIWNiShares Russell 2000 Value ETF$603,464$5,498 ▼-0.9%3,1830.6%ETFMETAMeta Platforms$595,587$162,485 ▼-21.4%1,0410.5%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$589,536$13,407 ▲2.3%8,0030.5%ETFSPYSPDR S&P 500 ETF Trust$568,396$51,377 ▲9.9%8740.5%FinanceVCRVanguard Consumer Discretionary ETF$531,007$9,335 ▲1.8%1,4790.5%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$513,482$5,758 ▼-1.1%5,3510.5%ETFIWOiShares Russell 2000 Growth ETF$513,396$14,435 ▼-2.7%1,6360.5%ETFFMATFidelity MSCI Materials Index ETF$403,053$231 ▼-0.1%6,9930.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$390,000$837 ▼-0.2%5,5920.4%ETFVDEVanguard Energy ETF$365,460$4,672 ▲1.3%2,1120.3%ETFDVYiShares Select Dividend ETF$352,353$26,426 ▲8.1%2,4000.3%ETFXLCCommunication Services Select Sector SPDR Fund$349,098$8,314 ▼-2.3%3,1490.3%ETFKRPKimbell Royalty$347,8730.0%24,0410.3%EnergyFUTYFidelity MSCI Utilities Index ETF$327,841$236 ▼-0.1%5,5500.3%ETFVBRVanguard Small-Cap Value ETF$323,704$5,866 ▼-1.8%1,4900.3%ETFDFIVDimensional International Value ETF$297,7320.0%5,6410.3%ETFVPUVanguard Utilities ETF$281,359$5,152 ▼-1.8%1,4200.3%ETFIWBiShares Russell 1000 ETF$268,8380.0%7540.2%ETFVISVanguard Industrials ETF$266,637$312 ▲0.1%8540.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$264,4410.0%3,5030.2%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$255,194$5,705 ▼-2.2%2,9970.2%ETFKMIKinder Morgan$252,828$2,079 ▼-0.8%7,5410.2%EnergyTCBXThird Coast Bancshares$236,4380.0%6,2500.2%FinanceFRELFidelity MSCI Real Estate Index ETF$233,020$3,821 ▼-1.6%8,6590.2%ETFBKNGBooking$218,937$4,210 ▼-1.9%520.2%Retail/WholesaleNEMNewmont$217,417$113,797 ▼-34.4%2,0080.2%Basic MaterialsCTRACoterra Energy$210,840$210,840 ▲New Holding6,0000.2%EnergyQQQInvesco QQQ$207,5290.0%3590.2%FinanceIEIiShares 3-7 Year Treasury Bond ETF$206,6120.0%1,7420.2%ETFMBBiShares MBS ETF$203,772$9,780 ▼-4.6%2,1460.2%ETFGOOGLAlphabet$0$913,911 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$694,171 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$541,889 ▼-100.0%00.0%Computer and TechnologyLAM RESEARCH CORP$0$425,887 ▼-100.0%00.0%COM NEWAMZNAmazon.com$0$349,461 ▼-100.0%00.0%Retail/WholesaleAVGOBroadcom$0$343,530 ▼-100.0%00.0%Computer and TechnologyCMICummins$0$311,502 ▼-100.0%00.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$0$292,040 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$279,866 ▼-100.0%00.0%MedicalJPMJPMorgan Chase & Co.$0$256,319 ▼-100.0%00.0%FinanceBNBrookfield$0$255,105 ▼-100.0%00.0%FinancePEPPepsiCo$0$208,392 ▼-100.0%00.0%Consumer StaplesWFCWells Fargo & Company$0$202,311 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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