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Portfolio (Quarterly) Guide ↗

Kaydan Wealth Management, Inc.

· CIK 0001964532
13F Portfolio $299M AUM 109 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 42 Added 15 Reduced 8 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 2,566.0 $736K 0.25% +200.0 +8.4% $286.86 +34.2%
22 SDY SPDR SERIES TRUST 5,003.0 $730K 0.24% +207.0 +4.3% $145.94 +2.8%
23 SDVY FIRST TR EXCHANGE TRADED FD 17,391.0 $686K 0.23% +3K +18.5% $39.43 +5.8%
24 VIGI VANGUARD WHITEHALL FDS 7,119.0 $630K 0.21% +1K +25.8% $88.46 +6.0%
25 ORCL ORACLE CORP Technology 4,123.0 $607K 0.20% +27.0 +0.7% $147.11 +29.8%
26 T AT&T INC Communication Services 19,215.0 $557K 0.19% +1K +6.6% $28.99 -14.1%
27 XLF SELECT SECTOR SPDR TR 11,228.0 $554K 0.18% +469.0 +4.4% $49.37 +4.2%
28 XLV SELECT SECTOR SPDR TR 3,222.0 $472K 0.16% +214.0 +7.1% $146.61 +1.5%
29 HD HOME DEPOT INC Consumer Cyclical 1,351.0 $444K 0.15% +37.0 +2.8% $328.93 -3.4%
30 CSCO CISCO SYS INC Technology 5,222.0 $405K 0.14% +154.0 +3.0% $77.59 +54.2%
31 NVDA NVIDIA CORPORATION Technology 2,319.0 $404K 0.14% +623.0 +36.7% $174.40 +21.9%
32 LMT LOCKHEED MARTIN CORP Industrials 659.0 $398K 0.13% +6.0 +0.9% $604.39 -12.1%
33 IJR ISHARES TR 3,179.0 $395K 0.13% +35.0 +1.1% $124.31 +12.3%
34 MA MASTERCARD INCORPORATED Financial Services 687.0 $343K 0.12% +16.0 +2.4% $499.66 -0.9%
35 AMZN AMAZON COM INC Consumer Cyclical 1,559.0 $325K 0.11% +294.0 +23.2% $208.27 +30.5%
36 CMI CUMMINS INC Industrials 574.0 $309K 0.10% +5.0 +0.9% $538.02 +24.1%
37 PG PROCTER & GAMBLE CO Consumer Defensive 2,065.0 $298K 0.10% +71.0 +3.6% $144.44 +2.1%
38 TXN TEXAS INSTRS INC Technology 1,520.0 $295K 0.10% +23.0 +1.5% $194.14 +63.5%
39 GOOGL ALPHABET INC Communication Services 1,004.0 $289K 0.10% +39.0 +4.0% $287.56 +35.2%
40 ABBV ABBVIE INC Healthcare 1,262.0 $274K 0.09% +94.0 +8.1% $217.41 -0.9%
Page 2 of 3  ·  42 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 48.2%
Technology 13.8%
Industrials 12.5%
Healthcare 8.7%
Consumer Cyclical 5.3%
Consumer Defensive 3.5%
Communication Services 3.4%
Energy 2.3%
Utilities 2.3%