StockDriftsStockDriftsTop 50 Kdk Private Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | 23.67% | 776.3K | $28.5M | -0.43%(-3.35K) | $30.46(+24.51%) | 2026-06-30 | |
| IWV | ISHARES TR | 16.53% | 46.7K | $19.9M | +4.38%(+1.96K) | $333.47(+32.01%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 6.54% | 27.6K | $7.9M | -1.73%(-487) | $179.69(+61.50%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.14% | 9.9K | $7.4M | -0.65%(-65) | $585.57(+32.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.2% | 21.7K | $6.3M | +166.69%(+13.54K) | $256.65(+17.77%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.68% | 35.7K | $4.4M | +0.11%(+39) | $97.76(+28.16%) | 2026-06-30 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 2.29% | 54.0K | $2.8M | +1.85%(+983) | $86.93(-36.60%) | 2026-06-30 | |
| SHV | ISHARES TR | 2.22% | 24.3K | $2.7M | -0.08%(-19) | $110.37(-0.16%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.2% | 22.2K | $2.6M | -5.21%(-1.22K) | $75.91(+60.19%) | 2026-06-30 | |
| FIDU | FIDELITY COVINGTON TRUST | 2.14% | 25.9K | $2.6M | -0.47%(-123) | $71.24(+38.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.38% |
Kdk Private Wealth Management LLC reports $120.55M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are EPD (23.7%), IWV (16.5%) and FTEC (6.5%). The top 20 holdings account for 84% of reported assets. Its disclosed equity book has returned +20.22% cumulatively over 6 quarters. 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.
Sign up free to track Kdk Private Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kdk Private Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1776910). View Kdk Private Wealth Management LLC’s 13F filings on SEC