Kaydan Wealth Management, Inc.

Est. AUM

$299.0M

13F long equity, this entity only

Positions

109

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$32.6M	166010	10.89%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.4M	443433	9.50%	SOLE
3	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$25.1M	419546	8.39%	SOLE
4	ISHARES TR	7-10 YR TRSY BD	$18.5M	193841	6.19%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$18.4M	95868	6.15%	SOLE
6	ISHARES GOLD TR	ISHARES NEW	$15.7M	177975	5.25%	SOLE
7	PROSHARES TR	SHORT S&P 500 NE	$14.7M	387723	4.92%	SOLE
8	ISHARES TR	CORE S&P TTL STK	$14.7M	103145	4.91%	SOLE
9	ISHARES TR	20 YR TR BD ETF	$12.9M	148381	4.30%	SOLE
10	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$8.2M	88824	2.74%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$6.4M	95438	2.16%	SOLE
12	ISHARES TR	S&P 100 ETF	$5.9M	18659	1.98%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$5.3M	58426	1.77%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$5.2M	16130	1.73%	SOLE
15	ISHARES TR	RUSSELL 2000 ETF	$4.2M	16973	1.41%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.2M	19475	1.40%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$4.2M	6383	1.39%	SOLE
18	FIRST TR EXCHANGE-TRADED FD	SHS	$4.0M	86042	1.35%	SOLE
19	VANGUARD INDEX FDS	GROWTH ETF	$3.9M	8866	1.30%	SOLE
20	RAYMOND JAMES FINL INC	COM	$3.1M	21175	1.03%	SOLE
21	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.8M	29973	0.94%	SOLE
22	APPLE INC	COM	$2.6M	10416	0.88%	SOLE
23	ISHARES TR	SELECT DIVID ETF	$2.5M	16197	0.82%	SOLE
24	ISHARES TR	S&P 500 GRWT ETF	$2.3M	20458	0.77%	SOLE
25	MICROSOFT CORP	COM	$2.0M	5444	0.67%	SOLE
26	STRYKER CORPORATION	COM	$1.9M	5679	0.62%	SOLE
27	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.5M	11991	0.51%	SOLE
28	ISHARES TR	DOW JONES US ETF	$1.5M	9273	0.49%	SOLE
29	ISHARES TR	MSCI USA MIN VOL	$1.4M	15429	0.48%	SOLE
30	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	19612	0.45%	SOLE
31	ISHARES TR	U.S. TECH ETF	$1.3M	7185	0.44%	SOLE
32	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.3M	10629	0.43%	SOLE
33	GENERAL MTRS CO	COM	$1.3M	16875	0.42%	SOLE
34	VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	16260	0.42%	SOLE
35	JPMORGAN CHASE & CO	COM	$1.2M	4193	0.41%	SOLE
36	OSHKOSH CORP	COM	$1.2M	7988	0.39%	SOLE
37	CATERPILLAR INC	COM	$1.2M	1643	0.39%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	8702	0.39%	SOLE
39	WISDOMTREE TR	US MIDCAP DIVID	$1.0M	19587	0.34%	SOLE
40	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.0M	21505	0.34%	SOLE
41	DEERE & CO	COM	$1.0M	1778	0.34%	SOLE
42	DBX ETF TR	XTRACK MSCI ALL	$1.0M	23417	0.33%	SOLE
43	FLEXSHARES TR	QLT DIV DEF IDX	$920K	11528	0.31%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$880K	2063	0.29%	SOLE
45	ISHARES INC	CORE MSCI EMKT	$856K	12278	0.29%	SOLE
46	VANECK ETF TRUST	MRNGSTR WDE MOAT	$852K	8808	0.28%	SOLE
47	WALMART INC	COM	$842K	6776	0.28%	SOLE
48	EXXON MOBIL CORP	COM	$807K	4757	0.27%	SOLE
49	ISHARES TR	U S EQUITY FACTR	$794K	12023	0.27%	SOLE
50	JOHNSON & JOHNSON	COM	$778K	3183	0.26%	SOLE

1–50 of 109

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.