§ 13F · FUND PROFILE
KDK Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $94M (13F)Positions · 57Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$211K 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 | EPD | ENTERPRISE PRODS PARTNERS L | 780K | $30M | 27.0% | −50% |
| 2 | IWV | ISHARES TR | 45K | $17M | 15.2% | −50% |
| 3 | IVV | ISHARES TR | 10K | $6M | 5.9% | −50% |
| 4 | FTEC | FIDELITY COVINGTON TRUST | 28K | $6M | 5.3% | −51% |
| 5 | IWF | ISHARES TR | 9K | $4M | 3.5% | −50% |
| 6 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 53K | $3M | 2.9% | −49% |
| 7 | FETH | FIDELITY ETHEREUM FD | 137K | $3M | 2.6% | −49% |
| 8 | SHV | ISHARES TR | 24K | $3M | 2.5% | −52% |
| 9 | FIDU | FIDELITY COVINGTON TRUST | 26K | $2M | 2.1% | −50% |
| 10 | AAPL | APPLE INC | 8K | $2M | 1.9% | −60% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KDK SIGNAL
AC read
KDK Private Wealth Management, LLC is a Other fund managing $94 million in assets. The fund runs a portfolio of 57 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed