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Portfolio (Quarterly) Guide ↗

KDK Private Wealth Management, LLC

· CIK 0001776910
13F Portfolio $121M AUM 57 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 11 Added 29 Reduced 5 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NMRK NEWMARK GROUP INC Real Estate 33,355.0 $504K 0.42% -27K -44.4% $15.11 +3.0%
22 IEMG ISHARES INC 5,280.0 $437K 0.36% -312.0 -5.6% $82.83 -0.5%
23 FMAT FIDELITY COVINGTON TRUST 6,556.0 $384K 0.32% -437.0 -6.2% $58.51 +4.9%
24 VBR VANGUARD INDEX FDS 1,460.0 $355K 0.29% -30.0 -2.0% $242.99 +2.3%
25 XLC SELECT SECTOR SPDR TR 2,967.0 $318K 0.26% -182.0 -5.8% $107.13 +4.2%
26 VDE VANGUARD WORLD FD 2,018.0 $303K 0.25% -94.0 -4.5% $150.13 +16.8%
27 FUTY FIDELITY COVINGTON TRUST 5,149.0 $301K 0.25% -401.0 -7.2% $58.42 -4.6%
28 MDYV SPDR SERIES TRUST 2,949.0 $280K 0.23% -48.0 -1.6% $94.85 +0.4%
29 VIS VANGUARD WORLD FD 732.0 $264K 0.22% -122.0 -14.3% $360.38 -4.6%
Page 2 of 2  ·  29 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
Financial Services 36.3%
Technology 35.6%
Energy 20.7%
Communication Services 3.2%
Real Estate 2.9%
Consumer Cyclical 1.3%