Kaydan Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Fenton, MI
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$299,041
Net value change ($000)
-46,467 (-13.4%)
New positions
5
Sold out positions
8
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SH 14,706 NEW
VTV 803 2.5%
FTA 514 6.7%
IJH 408 6.8%
IEFA 293 5.9%
XOM 270 50.3%
ETN 260 NEW
COP 252 NEW
CAT 223 23.7%
SMH 212 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAU -19,343 -55.2%
ITOT -15,368 -51.1%
VEA -13,573 -32.3%
IEF -7,446 -28.7%
QQQ -4,085 -100.0%
FTCS -966 -100.0%
GM -798 -38.8%
MSFT -541 -21.2%
FTNT -495 -100.0%
VUG -375 -8.8%
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