KDK Private Wealth Management, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 114,553
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 76.74 K | 67.0% | 15.2 K | 0 | 15.2 K |
| ETFs | 37.82 K | 33.0% | 690 | 0 | 690 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
114,553
Holdings
72
QoQ value change ($000)
15,891
(16.1%)
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.