Kaydan Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Fenton, MI
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$291,384
Net value change ($000)
-36,761 (-11.2%)
New positions
8
Sold out positions
7
Turnover %
17.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VGIT 7,376 NEW
VTI 7,274 53.7%
GLD 6,762 NEW
IWM 4,906 23.2%
MSFT 676 35.1%
NSC 641 NEW
T 413 103.5%
EXXONMOBIL HOLDINGS CORP 363 NEW
AAPL 344 11.3%
COP 230 NEW
Top Reduces (Value $000, Stocks/ETFs)
EEM -15,907 -100.0%
VEA -15,758 -49.5%
IEF -11,279 -100.0%
FTSM -7,946 -32.3%
TLT -5,405 -100.0%
VTV -1,097 -2.9%
RSP -909 -4.4%
IJH -902 -12.0%
XOM -650 -100.0%
FVD -502 -12.0%
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