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Kaydan Wealth Management, Inc.

Portfolio Manager
Kaydan Wealth Management, Inc.
Performance
+0.81% (2026 Q1)
AUM (13F)
$299.04M
# of Holdings
109
Performance Rank
Allocation (Top 20)
78.76%

Kaydan Wealth Management, Inc. Holdings Map

Top 50 Kaydan Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
10.89%166.0K$32.6M
-0.20%(-326)
2025-Q1: 166.5K shares2025-Q2: 166.3K shares2025-Q3: 168.4K shares2025-Q4: 166.3K shares2026-Q1: 166.0K shares
$145.84(+42.87%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
9.5%443.4K$28.4M
-34.03%(-228.70K)
2025-Q1: 327.4K shares2025-Q2: 694.5K shares2025-Q3: 678.6K shares2025-Q4: 672.1K shares2026-Q1: 443.4K shares
$51.86(+36.19%)
2026-03-31
FTSM
FIRST TR EXCHANGE-TRADED FD
8.39%419.5K$25.1M
+0.98%(+4.05K)
2025-Q1: 0 shares2025-Q2: 49.5K shares2025-Q3: 55.3K shares2025-Q4: 415.5K shares2026-Q1: 419.5K shares
$59.92(-0.10%)
2026-03-31
IEF
ISHARES TR
6.19%193.8K$18.5M
-28.16%(-75.98K)
2025-Q1: 282.3K shares2025-Q2: 143.1K shares2025-Q3: 270.8K shares2025-Q4: 269.8K shares2026-Q1: 193.8K shares
$95.67(-1.41%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
6.15%95.9K$18.4M
+0.19%(+183)
2025-Q1: 144.7K shares2025-Q2: 99.5K shares2025-Q3: 96.3K shares2025-Q4: 95.7K shares2026-Q1: 95.9K shares
$158.71(+27.85%)
2026-03-31
IAU
ISHARES GOLD TR
5.25%178.0K$15.7M
-58.76%(-253.62K)
2025-Q1: 366.9K shares2025-Q2: 359.2K shares2025-Q3: 446.1K shares2025-Q4: 431.6K shares2026-Q1: 178.0K shares
$48.42(+82.15%)
2026-03-31
SH
PROSHARES TR
4.92%387.7K$14.7Mnew2025-Q1: 152.2K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 387.7K shares
$44.89(-25.58%)
2026-03-31
ITOT
ISHARES TR
4.91%103.1K$14.7M
-48.98%(-99.01K)
2025-Q1: 6.4K shares2025-Q2: 157.2K shares2025-Q3: 206.2K shares2025-Q4: 202.2K shares2026-Q1: 103.1K shares
$130.41(+24.21%)
2026-03-31
TLT
ISHARES TR
4.3%148.4K$12.9M
-0.30%(-453)
2025-Q1: 289.3K shares2025-Q2: 61.0K shares2025-Q3: 59.7K shares2025-Q4: 148.8K shares2026-Q1: 148.4K shares
$91.24(-7.06%)
2026-03-31
FTA
FIRST TR EXCHANGE-TRADED ALP
2.74%88.8K$8.2M
-0.48%(-427)
2025-Q1: 276.5K shares2025-Q2: 91.3K shares2025-Q3: 89.1K shares2025-Q4: 89.3K shares2026-Q1: 88.8K shares
$73.76(+25.57%)
2026-03-31

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