Portfolio (Quarterly) Guide ↗

Kaydan Wealth Management, Inc.

· CIK 0001964532

13F Portfolio $346M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 112 New

Page 6 of 6 · 112 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
101	TNET	TRINET GROUP INC	Industrials	4,211.0	$249K	0.07%	NEW	—	$59.13	-26.2%
102	BSCR	INVESCO EXCH TRD SLF IDX FD	—	12,545.0	$248K	0.07%	NEW	—	$19.74	-0.6%
103	QQQE	DIREXION SHS ETF TR	—	2,405.0	$246K	0.07%	NEW	—	$102.31	+14.7%
104	RZG	INVESCO EXCHANGE TRADED FD T	—	4,445.0	$242K	0.07%	NEW	—	$54.38	+19.6%
105	ABT	ABBOTT LABS	Healthcare	1,920.0	$241K	0.07%	NEW	—	$125.31	-31.6%
106	IYH	ISHARES TR	—	3,681.0	$240K	0.07%	NEW	—	$65.11	-3.9%
107	SPYM	SPDR SERIES TRUST	—	2,925.0	$235K	0.07%	NEW	—	$80.22	+10.1%
108	EZM	WISDOMTREE TR	—	3,450.0	$230K	0.07%	NEW	—	$66.80	+9.8%
109	IBB	ISHARES TR	—	1,304.0	$220K	0.06%	NEW	—	$168.77	+0.7%
110	BAC	BANK AMERICA CORP	Financial Services	3,939.0	$217K	0.06%	NEW	—	$55.00	-7.1%
111	LMBS	FIRST TR EXCHANGE-TRADED FD	—	4,127.0	$206K	0.06%	NEW	—	$49.99	-0.5%
112	BDJ	BLACKROCK ENHANCED EQUITY DI	Financial Services	21,513.0	$204K	0.06%	NEW	—	$9.48	-3.4%

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① 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 65.8%

Technology 10.0%

Industrials 7.7%

Healthcare 5.6%

Consumer Cyclical 4.6%

Communication Services 2.1%

Consumer Defensive 2.1%

Utilities 1.3%

Energy 0.8%