Institutional Fund
Kaydan Wealth Management, Inc.
Fenton, MICIK 19645325 filings on record
Portfolio Value
$299.04M
Q1 2026
Holdings
109
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-13.4%
from $345.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.9%
- Vanguard Tax-Managed Fds9.5%
- First Tr Exchange-Traded Fd8.4%
- Ishares Tr6.2%
- Invesco Exchange Traded Fd T6.2%
- Ishares Gold Tr5.2%
- Other53.6%
Portfolio Holdings
109 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 166.0K | $32.57M | 10.9% | −326 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 443.4K | $28.42M | 9.5% | −228.7K | Reduced |
| 3 | First Tr Exchange-Traded Fd | 419.5K | $25.08M | 8.4% | +4.1K | Added |
| 4 | Ishares Tr | 193.8K | $18.50M | 6.2% | −76.0K | Reduced |
| 5 | Invesco Exchange Traded Fd T | 95.9K | $18.40M | 6.2% | +183 | Added |
| 6 | Ishares Gold Tr | 178.0K | $15.69M | 5.2% | −253.6K | Reduced |
| 7 | Proshares Tr | 387.7K | $14.71M | 4.9% | +387.7K | New |
| 8 | Ishares Tr | 103.1K | $14.69M | 4.9% | −99.0K | Reduced |
| 9 | Ishares Tr | 148.4K | $12.86M | 4.3% | −453 | Reduced |
| 10 | First Tr Exchange-Traded Alp | 88.8K | $8.20M | 2.7% | −427 | Reduced |
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