§ 13F · FUND PROFILE
Kaydan Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $305M (13F)Positions · 112Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 166K | $33M | 10.9% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 443K | $28M | 9.5% | −34% |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | 420K | $25M | 8.4% | +1% |
| 4 | IEF | ISHARES TR | 194K | $19M | 6.2% | −28% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 96K | $18M | 6.2% | ±0% |
| 6 | IAU | ISHARES GOLD TR | 178K | $16M | 5.2% | −59% |
| 7 | SH | PROSHARES TR | 388K | $15M | 4.9% | NEW |
| 8 | ITOT | ISHARES TR | 103K | $15M | 4.9% | −49% |
| 9 | TLT | ISHARES TR | 148K | $13M | 4.3% | ±0% |
| 10 | FTA | FIRST TR EXCHANGE-TRADED ALP | 89K | $8M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAYDAN SIGNAL
AC read
Kaydan Wealth Management, Inc. is a Other fund managing $305 million in assets. The fund runs a portfolio of 112 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed