StockDriftsStockDriftsTop 50 Kaydan Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 12.39% | 167.0K | $36.1M | -2.12%(-3.62K) | $147.47(+50.69%) | 2026-09-30 | |
| IWM | ISHARES TR | 8.95% | 93.8K | $26.1M | +33.18%(+23.37K) | $265.27(+2.27%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 7.14% | 55.6K | $20.8M | +51.98%(+19.03K) | $320.84(+17.05%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.79% | 95.2K | $19.8M | -2.20%(-2.14K) | $159.34(+33.93%) | 2026-09-30 | |
| ITOT | ISHARES TR | 5.84% | 102.3K | $17.0M | -2.22%(-2.32K) | $130.71(+27.55%) | 2026-09-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 5.73% | 280.4K | $16.7M | -32.01%(-132.00K) | $59.92(-0.44%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.52% | 227.6K | $16.1M | -49.05%(-219.12K) | $51.97(+33.46%) | 2026-09-30 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 2.77% | 84.6K | $8.1M | -2.30%(-1.99K) | $73.76(+35.40%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.53% | 130.2K | $7.4M | new | $57.82(-1.43%) | 2026-09-30 | |
| OEF | ISHARES TR | 2.35% | 17.9K | $6.8M | -5.65%(-1.07K) | $291.75(+31.10%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.89% | +25.60% | — | — | -7.14% |
| Top 20 Holdings Unweighted | +11.44% | +38.41% | — | — | +20.81% |
Kaydan Wealth Management INC reports $291.38M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are VTV (12.4%), IWM (8.9%) and VTI (7.1%). The top 20 holdings account for 76.38% of reported assets. Its disclosed equity book has returned +25.60% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kaydan Wealth Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kaydan Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964532). View Kaydan Wealth Management INC’s 13F filings on SEC