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Portfolio (Quarterly) Guide ↗

KDK Private Wealth Management, LLC

· CIK 0001776910
13F Portfolio $115M AUM 72 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New
Page 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EPD ENTERPRISE PRODS PARTNERS L Energy 772,510.0 $24.8M 21.62% NEW $32.06 +23.1%
2 IWV ISHARES TR 45,121.0 $17.5M 15.24% NEW $386.83 +7.3%
3 IVV ISHARES TR 9,974.0 $6.8M 5.96% NEW $684.99 +7.6%
4 FTEC FIDELITY COVINGTON TRUST 28,791.0 $6.5M 5.65% NEW $224.66 +18.5%
5 IWF ISHARES TR 8,927.0 $4.2M 3.69% NEW $473.35 -74.0%
6 FETH FIDELITY ETHEREUM FD Financial Services 134,020.0 $4.0M 3.46% NEW $29.61 -28.6%
7 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 51,739.0 $3.9M 3.44% NEW $76.23 -12.3%
8 AAPL APPLE INC Technology 10,210.0 $2.8M 2.42% NEW $271.87 +10.0%
9 SHV ISHARES TR 25,180.0 $2.8M 2.42% NEW $110.15 +0.1%
10 FIDU FIDELITY COVINGTON TRUST 26,217.0 $2.2M 1.89% NEW $82.48 +10.4%
11 VGT VANGUARD WORLD FD 2,847.0 $2.1M 1.87% NEW $753.78 -85.2%
12 FIDELITY COVINGTON TRUST 26,341.0 $2.0M 1.71% NEW $74.28
13 FNCL FIDELITY COVINGTON TRUST 24,857.0 $1.9M 1.69% NEW $77.74 -6.4%
14 XLK SELECT SECTOR SPDR TR 12,352.0 $1.8M 1.55% NEW $143.97 +20.3%
15 FDIS FIDELITY COVINGTON TRUST 16,089.0 $1.6M 1.44% NEW $102.16 -3.5%
16 FCOM FIDELITY COVINGTON TRUST 19,680.0 $1.4M 1.26% NEW $73.28 +0.4%
17 XOM EXXON MOBIL CORP Energy 11,014.0 $1.3M 1.16% NEW $120.33 +33.4%
18 VOX VANGUARD WORLD FD 6,258.0 $1.2M 1.06% NEW $193.64 +0.6%
19 VFH VANGUARD WORLD FD 9,056.0 $1.2M 1.05% NEW $133.49 -6.1%
20 FSTA FIDELITY COVINGTON TRUST 22,157.0 $1.1M 0.95% NEW $49.19 +11.2%
Page 1 of 4  ·  72 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 60.0%
Financial Services 20.3%
Technology 10.1%
Communication Services 3.8%
Real Estate 2.2%
Consumer Cyclical 1.3%
Industrials 0.7%
Healthcare 0.6%
Basic Materials 0.6%
Consumer Defensive 0.4%