Kaydan Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Fenton, MI
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$328,145
Net value change ($000)
+29,104 (9.7%)
New positions
9
Sold out positions
3
Turnover %
11.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWM 16,950 402.7%
EEM 15,907 NEW
VTI 8,369 161.7%
QQQ 4,902 NEW
VTV 4,618 14.2%
VEA 3,414 12.0%
ITOT 2,499 17.0%
RSP 2,309 12.5%
IJH 1,086 16.9%
FTCS 1,024 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAU -15,314 -97.6%
SH -14,706 -100.0%
TLT -7,458 -58.0%
IEF -7,221 -39.0%
SYK -583 -31.2%
FTSM -448 -1.8%
COP -252 -100.0%
ABT -205 -100.0%
T -158 -28.4%
XOM -157 -19.5%
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