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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 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VFH VANGUARD WORLD FD 9,105.0 $1.1M 1.01% +49.0 +0.5% $120.81 +3.7%
22 DFUV DIMENSIONAL ETF TRUST 21,488.0 $1.0M 0.95% $48.46 +7.5%
23 SOUTHSTATE BK CORP 10,312.0 $954K 0.87% $92.52
24 NMRK NEWMARK GROUP INC Real Estate 60,000.0 $899K 0.82% $14.99 -4.6%
25 VHT VANGUARD WORLD FD 3,097.0 $843K 0.77% $272.27 +0.6%
26 FENY FIDELITY COVINGTON TRUST 23,857.0 $812K 0.74% -215.0 -0.9% $34.02 +0.1%
27 IEFA ISHARES TR 8,715.0 $789K 0.72% $90.53 +5.3%
28 CVX CHEVRON CORPORATION Energy 3,680.0 $761K 0.70% -1K -23.1% $206.90 -5.2%
29 XLY SELECT SECTOR SPDR TR 6,792.0 $740K 0.68% -240.0 -3.4% $108.98 +5.6%
30 SOC SABLE OFFSHORE CORP Energy 39,500.0 $653K 0.60% $16.52 -7.8%
31 IWN ISHARES TR 3,183.0 $603K 0.55% -29.0 -0.9% $189.59 +7.7%
32 META META PLATFORMS INC Communication Services 1,041.0 $596K 0.55% -284.0 -21.4% $572.13 +6.8%
33 SPHQ INVESCO EXCHANGE TRADED FD T 8,003.0 $590K 0.54% +182.0 +2.3% $73.66 +11.4%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 874.0 $568K 0.52% +79.0 +9.9% $650.34 +12.8%
35 VCR VANGUARD WORLD FD 1,479.0 $531K 0.49% +26.0 +1.8% $359.03 +5.8%
36 MDYG SPDR SERIES TRUST 5,351.0 $513K 0.47% -60.0 -1.1% $95.96 +7.9%
37 IWO ISHARES TR 1,636.0 $513K 0.47% -46.0 -2.7% $313.81 +12.6%
38 FMAT FIDELITY COVINGTON TRUST 6,993.0 $403K 0.37% $57.64 -1.7%
39 IEMG ISHARES INC 5,592.0 $390K 0.36% $69.74 +12.6%
40 VDE VANGUARD WORLD FD 2,112.0 $365K 0.33% +27.0 +1.3% $173.04 +0.1%
Page 2 of 3  ·  60 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%