KDK Private Wealth Management, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 120,553
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 57 | 120,553 | 13F-HR | KDK Private Wealth Management, LLC |
| Q1 2026 | 4/29/2026 | 60 | 109,302 | 13F-HR | KDK Private Wealth Management, LLC |
| Q4 2025 | 2/12/2026 | 72 | 114,553 | 13F-HR/A - RESTATEMENT | KDK Private Wealth Management, LLC |
| Q4 2025 | 2/11/2026 | 72 | 114,553 | 13F-HR | KDK Private Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 55 | 98,662 | 13F-HR | KDK Private Wealth Management, LLC |
| Q2 2025 | 8/13/2025 | 57 | 93,649 | 13F-HR | KDK Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.91 K | 54.7% | 3.049 K | 0 | 3.049 K |
| ETFs | 54.65 K | 45.3% | 8.204 K | 0 | 8.204 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
120,553
Holdings
57
QoQ value change ($000)
11,251
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.