§ 13F · FUND PROFILE
KDK Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $93.6T (13F)Positions · 57Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$229.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | EPD | ENTERPRISE PRODS PARTNERS L | 773K | $24.8T | 10.8% | NEW |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | 773K | $24.8T | 10.8% | NEW |
| 3 | IWV | ISHARES TR | 45K | $17.5T | 7.6% | NEW |
| 4 | IWV | ISHARES TR | 45K | $17.5T | 7.6% | NEW |
| 5 | IVV | ISHARES TR | 10K | $6.8T | 3.0% | NEW |
| 6 | IVV | ISHARES TR | 10K | $6.8T | 3.0% | NEW |
| 7 | FTEC | FIDELITY COVINGTON TRUST | 29K | $6.5T | 2.8% | NEW |
| 8 | FTEC | FIDELITY COVINGTON TRUST | 29K | $6.5T | 2.8% | NEW |
| 9 | IWF | ISHARES TR | 9K | $4.2T | 1.8% | NEW |
| 10 | IWF | ISHARES TR | 9K | $4.2T | 1.8% | NEW |
§ 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 $93648.9 trillion in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed