Kaydan Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Fenton, MI
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$345,508
Net value change ($000)
-4,527 (-1.3%)
New positions
1
Sold out positions
2
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTSM 21,589 652.0%
TLT 7,633 143.0%
IAU 2,573 7.9%
VEA 1,325 3.3%
GM 560 37.5%
DE 511 161.2%
VTV 359 1.1%
FTA 261 3.5%
OEF 239 4.0%
IEFA 232 4.9%
Top Reduces (Value $000, Stocks/ETFs)
SHY -16,292 -98.4%
SLV -10,648 -97.7%
IEMG -6,884 -89.9%
VO -6,794 -100.0%
ORCL -351 -30.5%
RJF -255 -7.0%
BSCP -238 -100.0%
IEF -173 -0.7%
SYK -103 -4.9%
MSFT -98 -3.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type