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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DVY ISHARES TR 2,400.0 $352K 0.32% +180.0 +8.1% $146.81 +4.0%
42 XLC SELECT SECTOR SPDR TR 3,149.0 $349K 0.32% -75.0 -2.3% $110.86 +4.5%
43 KRP KIMBELL RTY PARTNERS LP Energy 24,041.0 $348K 0.32% $14.47 +6.9%
44 FUTY FIDELITY COVINGTON TRUST 5,550.0 $328K 0.30% $59.07 -3.0%
45 VBR VANGUARD INDEX FDS 1,490.0 $324K 0.30% -27.0 -1.8% $217.25 +4.1%
46 DFIV DIMENSIONAL ETF TRUST 5,641.0 $298K 0.27% $52.78 +4.3%
47 VPU VANGUARD WORLD FD 1,420.0 $281K 0.26% -26.0 -1.8% $198.14 -3.1%
48 IWB ISHARES TR 754.0 $269K 0.25% $356.55 +12.1%
49 VIS VANGUARD WORLD FD 854.0 $267K 0.24% $312.22 +5.2%
50 SMLF ISHARES TR 3,503.0 $264K 0.24% $75.49 +7.3%
51 MDYV SPDR SERIES TRUST 2,997.0 $255K 0.23% -67.0 -2.2% $85.15 +3.7%
52 KMI KINDER MORGAN INC DEL Energy 7,541.0 $253K 0.23% -62.0 -0.8% $33.53 +0.8%
53 TCBX THIRD COAST BANCSHARES INC Financial Services 6,250.0 $236K 0.22% $37.83 -2.4%
54 FREL FIDELITY COVINGTON TRUST 8,659.0 $233K 0.21% -142.0 -1.6% $26.91 +7.5%
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 52.0 $219K 0.20% -1.0 -1.9% $4210.33 -96.3%
56 NEM NEWMONT CORP Basic Materials 2,008.0 $217K 0.20% -1K -34.4% $108.28 +1.5%
57 CTRA COTERRA ENERGY INC Energy 6,000.0 $211K 0.19% NEW $35.14 -7.3%
58 QQQ INVESCO QQQ TR Financial Services 359.0 $208K 0.19% $578.08 +21.4%
59 IEI ISHARES TR 1,742.0 $207K 0.19% $118.61 -1.6%
60 MBB ISHARES TR 2,146.0 $204K 0.19% -103.0 -4.6% $94.95 -2.0%
Page 3 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%