Q3 2026 13F · SEC CIK 1964532

Kaydan Wealth Management, Inc.

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $291.4M
Reported positions: 116
Top holdings a year, 3 yrs: +9.2%
Assets under management: $726.5M

Kaydan Wealth Management, Inc. is a wealth manager that reported 116 positions worth $291.4M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Vanguard Index Fds (VTV, 12.4%), Ishares Tr (IWM, 8.9%), Vanguard Index Fds (VTI, 7.1%). A portfolio copying its top holdings returned 9.2% a year over the last 3 years, against 20.4% for the S&P 500.

Kaydan Wealth Management, Inc. holdings largest 50 of 116 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kaydan Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTVVanguard Index Fds	12.4%	11.3%	167,028	-2.1%	$36.1M
IWMIshares Tr	8.9%	6.4%	93,796	+33.2%	$26.1M
VTIVanguard Index Fds	7.1%	4.1%	55,628	+52.0%	$20.8M
RSPInvesco Exchange Traded Fd T	6.8%	6.3%	95,179	-2.2%	$19.8M
ITOTIshares Tr	5.8%	5.2%	102,321	-2.2%	$17.0M
FTSMFirst Tr Exchange-Traded Fd	5.7%	7.5%	280,383	-32.0%	$16.7M
VEAVanguard Ftse Developed Markets Index Fu	5.5%	9.7%	227,604	-49.0%	$16.1M
FTAFirst Tr Exchange-Traded Alp	2.8%	2.6%	84,620	-2.3%	$8.1M
VGITVanguard Scottsdale Fds	2.5%	—	130,185	—	$7.4M
OEFIshares Tr	2.3%	2.1%	17,893	-5.7%	$6.8M
GLDSpdr Gold Tr	2.3%	—	17,756	—	$6.8M
IJHIshares Tr	2.3%	2.3%	92,135	-5.7%	$6.6M
IEFAIshares Tr	1.9%	1.8%	56,615	-5.0%	$5.5M
QQQInvesco Qqq Tr	1.6%	1.5%	6,466	-2.9%	$4.8M
VUGVanguard Index Fds	1.6%	1.4%	52,314	-2.2%	$4.7M
IVVIshares Tr	1.6%	1.5%	5,951	-8.8%	$4.6M
VIGVanguard Specialized Funds	1.5%	1.4%	18,722	-4.8%	$4.4M
FVDFirst Tr Exchange-Traded Fd	1.3%	1.3%	78,551	-9.6%	$3.7M
AAPLApple Inc	1.2%	0.9%	10,167	-3.3%	$3.4M
RJFRaymond James Finl Inc	1.1%	1.0%	21,175	+0.0%	$3.3M
TDIVFirst Tr Exchange Traded Fd	1.1%	1.0%	27,421	-8.4%	$3.1M
IVWIshares Tr	1.0%	0.9%	20,887	-0.0%	$3.0M
MSFTMicrosoft Corp	0.9%	0.6%	5,072	-1.7%	$2.6M
DVYIshares Tr	0.8%	0.8%	15,479	-4.6%	$2.4M
IYWIshares Tr	0.7%	0.6%	7,185	+0.0%	$1.9M
IYYIshares Tr	0.6%	0.5%	9,273	+0.0%	$1.7M
FNXFirst Tr Exchange-Traded Alp	0.6%	0.5%	12,186	+0.6%	$1.6M
VXUSVanguard Star Fds	0.5%	0.5%	17,553	-4.5%	$1.5M
XLKSelect Sector Spdr Tr	0.5%	0.5%	7,135	-16.9%	$1.4M
FEXFirst Tr Exchange-Traded Alp	0.5%	0.5%	10,388	-1.7%	$1.4M
JPMJpmorgan Chase & Co	0.5%	0.4%	4,160	-0.0%	$1.4M
USMVIshares Tr	0.5%	0.4%	13,838	-4.9%	$1.3M
RDVYFirst Tr Exchange Traded Fd	0.5%	0.5%	17,138	-14.6%	$1.3M
CATCaterpillar Inc	0.5%	0.5%	1,650	+0.0%	$1.3M
GMGeneral Mtrs Co	0.4%	0.4%	16,085	-2.7%	$1.2M
DEDeere & Co	0.4%	0.3%	1,778	+0.0%	$1.2M
SYKStryker Corporation	0.4%	0.4%	4,063	-0.3%	$1.1M
DBAWDbx ETF Tr	0.4%	0.3%	22,856	-0.6%	$1.1M
PRFInvesco Exchange Traded Fd T	0.4%	0.4%	20,005	-7.0%	$1.1M
DONWisdomtree Tr	0.4%	0.3%	19,972	-0.4%	$1.1M
OSKOshkosh Corp	0.4%	0.4%	7,988	+0.0%	$1.0M
IEMGIshares Inc	0.3%	0.3%	11,951	-4.2%	$970K
FTCSFirst Tr Exchange-Traded Fd	0.3%	0.3%	10,254	-5.9%	$962K
IWFIshares Tr	0.3%	0.3%	7,597	-7.9%	$952K
MOATVaneck Morningstar Wide Moat ETF	0.3%	0.3%	8,808	+0.0%	$931K
LRGFIshares Tr	0.3%	0.3%	11,666	-3.3%	$908K
QDEFFlexShares Quality Dividend Defensive In	0.3%	0.3%	10,156	-14.1%	$904K
JNJJohnson & Johnson	0.3%	0.3%	3,319	+0.8%	$879K
DLNWisdomtree Tr	0.3%	—	8,694	—	$845K
RYTInvesco Exchange Traded Fd T	0.3%	—	12,599	—	$830K

What Kaydan Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTI Vanguard Index Fds+52.0% shares
IWM Ishares Tr+33.2% shares

Reduced

VEA Vanguard Ftse Developed Markets Index Fu-49.0% shares
FTSM First Tr Exchange-Traded Fd-32.0% shares
XLK Select Sector Spdr Tr-16.9% shares
RDVY First Tr Exchange Traded Fd-14.6% shares
QDEF FlexShares Quality Dividend Defensive In-14.1% shares
FVD First Tr Exchange-Traded Fd-9.6% shares
IVV Ishares Tr-8.8% shares
TDIV First Tr Exchange Traded Fd-8.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.8% /yr; S&P 500 +20.1%
3 years: +9.2% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$291.4M	116
Q2 2026	$328.1M	115
Q1 2026	$299.0M	109
Q4 2025	$345.5M	112
Q3 2025	$350.0M	113
Q2 2025	$305.4M	112
Q1 2025	$311.7M	107
Q4 2024	$300.8M	108
Q3 2024	$338.8M	106
Q2 2024	$282.2M	103
Q1 2024	$293.3M	106
Q4 2023	$246.0M	98

Questions about Kaydan Wealth Management, Inc.'s portfolio

What stocks does Kaydan Wealth Management, Inc. own?

Kaydan Wealth Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 116 positions worth $291.4M. The largest are Vanguard Index Fds (VTV) at 12.4%, Ishares Tr (IWM) at 8.9%, Vanguard Index Fds (VTI) at 7.1%, Invesco Exchange Traded Fd T (RSP) at 6.8% and Ishares Tr (ITOT) at 5.8%.

What did Kaydan Wealth Management, Inc. buy last quarter?

In Q3 2026, Kaydan Wealth Management, Inc. added Vanguard Index Fds (VTI) (+52.0% shares) and Ishares Tr (IWM) (+33.2% shares), compared with its Q2 2026 filing.

What did Kaydan Wealth Management, Inc. sell last quarter?

In Q3 2026, Kaydan Wealth Management, Inc. cut from its top 50 Ishares Tr (EEM), cut from its top 50 Ishares Tr (IEF), cut from its top 50 Ishares Tr (TLT), cut from its top 50 Alphabet Inc (GOOG), Vanguard Ftse Developed Markets Index Fu (VEA) (-49.0% shares), First Tr Exchange-Traded Fd (FTSM) (-32.0% shares) and Select Sector Spdr Tr (XLK) (-16.9% shares), compared with its Q2 2026 filing.

How has Kaydan Wealth Management, Inc.'s portfolio performed?

A portfolio copying Kaydan Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.8% against +20.1%.

When is Kaydan Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Kaydan Wealth Management, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Kaydan Wealth Management, Inc. manage?

Kaydan Wealth Management, Inc. reported $726.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $291.4M.