StockDriftsStockDriftsTop 50 Kaydan Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 11.33% | 170.6K | $37.2M | +2.79%(+4.64K) | $147.47(+54.28%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.7% | 446.7K | $31.8M | +0.74%(+3.29K) | $51.97(+42.41%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 7.51% | 412.4K | $24.6M | -1.71%(-7.16K) | $59.92(-0.12%) | 2026-06-30 | |
| IWM | ISHARES TR | 6.45% | 70.4K | $21.2M | +314.93%(+53.45K) | $257.33(+18.04%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.31% | 97.3K | $20.7M | +1.52%(+1.46K) | $159.34(+39.18%) | 2026-06-30 | |
| ITOT | ISHARES TR | 5.24% | 104.6K | $17.2M | +1.45%(+1.50K) | $130.71(+29.93%) | 2026-06-30 | |
| EEM | ISHARES TR | 4.85% | 232.5K | $15.9M | new | $61.58(+9.95%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.13% | 36.6K | $13.5M | +126.91%(+20.47K) | $294.18(+30.32%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.44% | 119.3K | $11.3M | -38.47%(-74.58K) | $95.67(-2.83%) | 2026-06-30 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 2.55% | 86.6K | $8.4M | -2.49%(-2.21K) | $73.76(+40.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.62% | +24.66% | — | — | -5.61% |
| Top 20 Holdings Unweighted | +10.68% | +35.59% | — | — | +22.61% |
Kaydan Wealth Management, Inc. reports $328.14M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are VTV (11.3%), VEA (9.7%) and FTSM (7.5%). The top 20 holdings account for 77.44% of reported assets. Its disclosed equity book has returned +24.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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