1y return+16.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $121 against $127 in the S&P 500.2
KDK Private Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EPDEnterprise Prods Partners L | $28.5M | 23.7% | |
| IWVIshares Tr | $19.9M | 16.5% | +4.4% |
| FTECFidelity Covington Trust | $7.9M | 6.5% | −1.7% |
| IVVIshares Tr | $7.4M | 6.1% | |
| AAPLApple Inc | $6.3M | 5.2% | +166.7% |
| IWFIshares Tr | $4.4M | 3.7% | |
| FBTCFidelity Wise Origin Bitcoin | $2.8M | 2.3% | +1.9% |
| SHVIshares Tr | $2.7M | 2.2% | |
| VGTVanguard World Fd | $2.6M | 2.2% | −5.2% |
| FIDUFidelity Covington Trust | $2.6M | 2.1% | |
| XLKSelect Sector Spdr Tr | $2.3M | 1.9% | |
| FETHFidelity Ethereum Fd | $2.2M | 1.8% | +1.7% |
| FHLCFidelity Covington Trust | $2.0M | 1.7% | |
| FNCLFidelity Covington Trust | $1.8M | 1.5% | −1.8% |
| FDISFidelity Covington Trust | $1.6M | 1.4% | |
| Exxon Mobil CorpCUSIP 30231G102 | $1.3M | 1.1% | |
| FCOMFidelity Covington Trust | $1.3M | 1.1% | −1.2% |
| DFUVDimensional Etf Trust | $1.2M | 1.0% | |
| VOXVanguard World Fd | $1.1M | 1.0% | −1.1% |
| FSTAFidelity Covington Trust | $1.1M | 1.0% | |
| VFHVanguard World Fd | $1.1M | 0.9% | −5.3% |
| SSBSouthstate Bk Corp | $1.0M | 0.9% | |
| HALHalliburton Co | $987K | 0.8% | |
| VHTVanguard World Fd | $914K | 0.8% | −1.3% |
| DVYIshares Tr | $852K | 0.7% | +127.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $2.3M |
| IEMGIshares Inc | December 31, 2024 | +58.6% | $437K |
| FTECFidelity Covington Trust | December 31, 2024 | +54.5% | $7.9M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $2.6M |
| FIDUFidelity Covington Trust | December 31, 2024 | +41.7% | $2.6M |
| IEFAIshares Tr | December 31, 2024 | +37.4% | $801K |
| IWOIshares Tr | December 31, 2024 | +36.9% | $640K |
| IWNIshares Tr | December 31, 2024 | +34.7% | $699K |
| DFUVDimensional Etf Trust | December 31, 2024 | +34.4% | $1.2M |
| MDYGSpdr Series Trust | December 31, 2024 | +29.0% | $594K |
Sold off last quarter
- TCBXThird Coast Bancshares Inc was $236K
- NEMNewmont Corp was $217K
- CTRACoterra Energy Inc was $211K
- IEIIshares Tr was $207K
- MBBIshares Tr was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | +0.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +3.7% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: KDK Private Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1776910&type=13F-HR&dateb=&owner=include&count=40CIK 1776910
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1776910/000208585326000993/Filed August 13, 2026 · accession 0002085853-26-000993