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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VPU VANGUARD WORLD FD 1,420.0 $281K 0.26% -26.0 -1.8% $198.14 -3.1%
22 MDYV SPDR SERIES TRUST 2,997.0 $255K 0.23% -67.0 -2.2% $85.15 +3.7%
23 KMI KINDER MORGAN INC DEL Energy 7,541.0 $253K 0.23% -62.0 -0.8% $33.53 +0.8%
24 FREL FIDELITY COVINGTON TRUST 8,659.0 $233K 0.21% -142.0 -1.6% $26.91 +7.5%
25 BKNG BOOKING HOLDINGS INC Consumer Cyclical 52.0 $219K 0.20% -1.0 -1.9% $4210.33 -96.3%
26 NEM NEWMONT CORP Basic Materials 2,008.0 $217K 0.20% -1K -34.4% $108.28 +1.5%
27 MBB ISHARES TR 2,146.0 $204K 0.19% -103.0 -4.6% $94.95 -2.0%
Page 2 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%