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Kaydan Wealth Management, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $291,383,932
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $36,091,538
- ISHARES TR · RUSSELL 2000 ETF · 464287655 · shares: $26,065,236
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $20,818,495
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $19,799,176
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $17,013,936
- FIRST TR EXCHANGE-TRADED FD · FIRST TR ENH NEW · 33739Q408 · shares: $16,685,592
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $16,071,118
- FIRST TR EXCHANGE-TRADED ALP · COM SHS · 33735J101 · shares: $8,064,362
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $7,376,282
- ISHARES TR · S&P 100 ETF · 464287101 · shares: $6,836,937
Reported holdings
116 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 2,876 shares | $258,150 |
| ABBVIE INC | COM | 00287Y109 | — | 985 shares | $257,894 |
| ELI LILLY & CO | COM | 532457108 | — | 215 shares | $248,772 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 | — | 3,450 shares | $247,158 |
| INVESCO EXCHANGE TRADED FD T | S&P SML600 GWT | 46137V175 | — | 3,920 shares | $244,880 |
| VISA INC | COM CL A | 92826C839 | — | 679 shares | $243,985 |
| DIREXION SHARES ETF TRUST | NASDAQ 100 EQ WT | 25459Y207 | — | 2,026 shares | $243,343 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 3,545 shares | $238,720 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 1,840 shares | $230,276 |
| BANK OF AMER CORP | COM | 060505104 | — | 4,118 shares | $224,143 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 403 shares | $216,794 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 2,333 shares | $216,152 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,123 shares | $214,291 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | — | 10,495 shares | $204,866 |
| GOLDMAN SACHS ETF TR | TECHN OPPOR ETF | 38149W432 | — | 3,955 shares | $202,712 |
| BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 | — | 21,513 shares | $202,222 |