§ 13F · FUND PROFILE
KDK Private Wealth Management, LLC.
AUM · $121M (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$666K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EPD | ENTERPRISE PRODS PARTNERS L | 776K | $29M | 23.7% | ±0% |
| 2 | IWV | ISHARES TR | 47K | $20M | 16.5% | +4% |
| 3 | FTEC | FIDELITY COVINGTON TRUST | 28K | $8M | 6.5% | −2% |
| 4 | IVV | ISHARES TR | 10K | $7M | 6.1% | −1% |
| 5 | AAPL | APPLE INC | 22K | $6M | 5.2% | +167% |
| 6 | IWF | ISHARES TR | 36K | $4M | 3.7% | +300% |
| 7 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 54K | $3M | 2.3% | +2% |
| 8 | SHV | ISHARES TR | 24K | $3M | 2.2% | ±0% |
| 9 | VGT | VANGUARD WORLD FD | 22K | $3M | 2.2% | +658% |
| 10 | FIDU | FIDELITY COVINGTON TRUST | 26K | $3M | 2.1% | ±0% |
§ 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 $121 million in assets. The fund runs a portfolio of 57 positions.
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