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Portfolio (Quarterly) Guide ↗

KDK Private Wealth Management, LLC

· CIK 0001776910
13F Portfolio $109M AUM 60 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 11 Added 27 Reduced 13 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWV ISHARES TR 44,775.0 $16.6M 15.19% -346.0 -0.8% $370.68 +11.9%
2 FTEC FIDELITY COVINGTON TRUST 28,100.0 $5.8M 5.35% -691.0 -2.4% $208.05 +27.9%
3 SHV ISHARES TR 24,322.0 $2.7M 2.46% -858.0 -3.4% $110.39 -0.1%
4 FIDU FIDELITY COVINGTON TRUST 25,990.0 $2.2M 2.06% -227.0 -0.9% $86.52 +5.2%
5 AAPL APPLE INC Technology 8,124.0 $2.1M 1.89% -2K -20.4% $253.79 +17.8%
6 FIDELITY COVINGTON TRUST 26,071.0 $1.8M 1.68% -270.0 -1.0% $70.36
7 FNCL FIDELITY COVINGTON TRUST 24,302.0 $1.7M 1.56% -555.0 -2.2% $70.20 +3.7%
8 XOM EXXON MOBIL CORP Energy 9,928.0 $1.7M 1.54% -1K -9.9% $169.65 -5.4%
9 FCOM FIDELITY COVINGTON TRUST 19,174.0 $1.3M 1.20% -506.0 -2.6% $68.12 +8.1%
10 FSTA FIDELITY COVINGTON TRUST 21,943.0 $1.1M 1.05% -214.0 -1.0% $52.33 +4.5%
11 HAL HALLIBURTON CO Energy 29,033.0 $1.1M 1.04% -337.0 -1.1% $38.99 +9.7%
12 FENY FIDELITY COVINGTON TRUST 23,857.0 $812K 0.74% -215.0 -0.9% $34.02 +0.1%
13 CVX CHEVRON CORPORATION Energy 3,680.0 $761K 0.70% -1K -23.1% $206.90 -5.2%
14 XLY SELECT SECTOR SPDR TR 6,792.0 $740K 0.68% -240.0 -3.4% $108.98 +5.6%
15 IWN ISHARES TR 3,183.0 $603K 0.55% -29.0 -0.9% $189.59 +7.7%
16 META META PLATFORMS INC Communication Services 1,041.0 $596K 0.55% -284.0 -21.4% $572.13 +6.8%
17 MDYG SPDR SERIES TRUST 5,351.0 $513K 0.47% -60.0 -1.1% $95.96 +7.9%
18 IWO ISHARES TR 1,636.0 $513K 0.47% -46.0 -2.7% $313.81 +12.6%
19 XLC SELECT SECTOR SPDR TR 3,149.0 $349K 0.32% -75.0 -2.3% $110.86 +4.5%
20 VBR VANGUARD INDEX FDS 1,490.0 $324K 0.30% -27.0 -1.8% $217.25 +4.1%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 75.8%
Financial Services 15.4%
Technology 4.5%
Real Estate 2.0%
Communication Services 1.3%
Consumer Cyclical 0.5%
Basic Materials 0.5%