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KDK Private Wealth Management, LLC
Updated 2 days agoManaged by Kdk Private Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$125.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $98.7M |
| Q4 2025 | $114.6M |
| Q1 2026 | $109.3M |
| Q2 2026 | $120.6M |
| Q3 2026 | $125.6M |
Top holdings
58 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $28M | 786.2K | 22.29% | — | |
| 2 | $20.8M | 48.2K | 16.55% | — | |
| 3 | $8.2M | 27.4K | 6.55% | — | |
| 4 | $7.6M | 9.9K | 6.05% | — | |
| 5 | $6.9M | 20.8K | 5.52% | — | |
| 6 | $4.4M | 35.5K | 3.54% | — | |
| 7 | $3.9M | 54.1K | 3.13% | — | |
| 8 | $3.7M | 139.7K | 2.95% | — | |
| 9 | $2.8M | 22.1K | 2.21% | — | |
| 10 | $2.7M | 24.2K | 2.13% | — | |
| 11 | $2.4M | 12.3K | 1.91% | — | |
| 12 | ? N/A FIDELITY COVINGTON TRUST | $2.3M | 25.8K | 1.82% | — |
| 13 | $2.1M | 25.9K | 1.69% | — | |
| 14 | $1.8M | 23.8K | 1.44% | — | |
| 15 | $1.6M | 9.8K | 1.27% | — | |
| 16 | ? N/A FIDELITY COVINGTON TRUST | $1.5M | 15.9K | 1.20% | — |
| 17 | $1.4M | 18.9K | 1.08% | — | |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 21.5K | 0.94% | — |
| 19 | $1.2M | 6.1K | 0.93% | — | |
| 20 | $1.1M | 8.6K | 0.89% | — |