Kaydan Wealth Management, Inc.
Filing Date
Global Rank
#7,226
/ 8,517
▼ 756
Top Industry
Farm & Heavy Construction Machinery
12.8%
3Y Alpha vs SPY
+6.1%
Period ended 46 days ago
Filed Jul 24, 2026 · 22d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+102.4%
SPY
+75.3%
Annualised alpha
+5.9%
Max drawdown
−15.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
12.6%
−22.3 pts
Top 5
38.3%
−28.2 pts
Top 10
54.4%
−21.4 pts
HHI
446
Diversified−1,237
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 20.1% | $7,807,138 |
| Technology | 20.0% | $7,769,701 |
| Unclassified | 17.4% | $6,732,731 |
| Financial Services | 16.1% | $6,259,701 |
| Healthcare | 9.3% | $3,615,209 |
| Consumer Cyclical | 6.7% | $2,602,880 |
| Consumer Defensive | 4.8% | $1,874,601 |
| Communication Services | 2.0% | $760,101 |
| Utilities | 1.9% | $718,189 |
| Energy | 1.7% | $650,377 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | +1,353 | 36,775 | $511,172 | |
| PG | PROCTER & GAMBLE Co | +343 | 2,408 | $353,109 | |
| JNJ | Johnson & Johnson | +110 | 3,293 | $836,323 | |
| V | Visa Inc. | +105 | 769 | $263,836 | |
| AAPL | Apple Inc. | +95 | 10,511 | $3,041,462 | |
| T | At&T Inc. | +68 | 19,283 | $399,158 | |
| TXN | Texas Instruments Inc | +29 | 1,549 | $461,710 | |
| LMT | Lockheed Martin Corp | +26 | 685 | $348,980 | |
| CAT | Caterpillar Inc | +7 | 1,650 | $1,757,085 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −172,999 | 4,976 | $375,737 | |
| GOOGL | Alphabet Inc. | −2,560 | 1,010 | $360,943 | |
| SYK | Stryker Corp | −1,604 | 4,075 | $1,282,973 | |
| GM | General Motors Co | −341 | 16,534 | $1,274,440 | |
| MSFT | Microsoft Corp | −284 | 5,160 | $1,924,783 | |
| NVDA | Nvidia Corp | −236 | 2,083 | $416,787 | |
| GE | General Electric Co | −223 | 1,361 | $508,646 | |
| WMT | Walmart Inc. | −207 | 6,569 | $744,004 | |
| AMZN | Amazon Com Inc | −101 | 1,458 | $347,499 | |
| ABBV | AbbVie Inc. | −85 | 1,177 | $296,180 | |
| GEV | GE Vernova Inc. | −56 | 339 | $398,277 | |
| JPM | Jpmorgan Chase & Co | −32 | 4,161 | $1,362,020 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −31 | 1,189 | $836,271 | |
| HD | Home Depot, Inc. | −19 | 1,332 | $469,769 | |
| ETN | Eaton Corp plc | −15 | 711 | $302,971 | |
| ORCL | Oracle Corp | −13 | 4,110 | $602,320 | |
| MA | Mastercard Inc | −9 | 678 | $348,220 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 6,657 | $4,902,214 | |
| FTNT | Fortinet, Inc. | 4,617 | $709,263 | |
| RTX | RTX Corp | 1,927 | $365,609 | |
| MO | Altria Group, Inc. | 3,342 | $240,456 | |
| LLY | ELI LILLY & Co | 199 | $238,686 | |
| BAC | Bank Of America Corp /De/ | 4,005 | $228,204 | |
| TNET | Trinet Group, Inc. | 4,211 | $208,402 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 443,433 | $28,415,186 | |
| VIG | Vanguard Dividend Appreciation ETF | 19,475 | $4,188,293 | |
| VXUS | Vanguard Total International Stock ETF | 16,260 | $1,253,808 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 7,119 | $629,746 | |
| COP | Conocophillips | 1,912 | $252,384 | |
| IBB | iShares Biotechnology ETF | 1,304 | $220,180 | |
| ABT | Abbott Laboratories | 1,992 | $204,518 | |
| No positions match the current search. | ||||
51 tracked positions ·
$38,790,628 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 6,657 | $4,902,214 | 12.64% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Held | 21,175 | $3,219,235 | 8.30% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,511 | $3,041,462 | 7.84% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,160 | $1,924,783 | 4.96% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,650 | $1,757,085 | 4.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,161 | $1,362,020 | 3.51% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 4,075 | $1,282,973 | 3.31% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 16,534 | $1,274,440 | 3.29% | |
| OSK |
Oshkosh Corp
Industrials
|
Held | 7,988 | $1,225,998 | 3.16% | |
| DE |
Deere & Co
Industrials
|
Held | 1,778 | $1,127,838 | 2.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,293 | $836,323 | 2.16% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 1,189 | $836,271 | 2.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,569 | $744,004 | 1.92% | |
| FTNT |
Fortinet, Inc.
Technology
|
NEW | 4,617 | $709,263 | 1.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 4,757 | $650,377 | 1.68% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 1,184 | $618,509 | 1.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 5,222 | $613,376 | 1.58% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 4,110 | $602,320 | 1.55% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,616 | $585,185 | 1.51% | |
| CSX |
Csx Corp
Industrials
|
Held | 11,349 | $539,417 | 1.39% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 6,608 | $537,032 | 1.38% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 36,775 | $511,172 | 1.32% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,361 | $508,646 | 1.31% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,332 | $469,769 | 1.21% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,549 | $461,710 | 1.19% | |
| DTE |
Dte Energy Co
Utilities
|
Held | 2,797 | $426,178 | 1.10% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,083 | $416,787 | 1.07% | |
| CMI |
Cummins Inc
Industrials
|
Held | 574 | $409,382 | 1.06% | |
| T |
At&T Inc.
Communication Services
|
Added | 19,283 | $399,158 | 1.03% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 339 | $398,277 | 1.03% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 2,925 | $375,862 | 0.97% | |
| IAU |
Ishares Gold Trust
|
Reduced | 4,976 | $375,737 | 0.97% | |
| RTX |
RTX Corp
Industrials
|
NEW | 1,927 | $365,609 | 0.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,010 | $360,943 | 0.93% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,408 | $353,109 | 0.91% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 685 | $348,980 | 0.90% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 678 | $348,220 | 0.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,458 | $347,499 | 0.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 653 | $326,754 | 0.84% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 2,592 | $309,070 | 0.80% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 2,606 | $305,553 | 0.79% | |
| CTAS |
Cintas Corp
Industrials
|
Held | 1,796 | $305,463 | 0.79% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 711 | $302,971 | 0.78% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,177 | $296,180 | 0.76% | |
| SO |
Southern Co
Utilities
|
Held | 3,051 | $292,011 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Added | 769 | $263,836 | 0.68% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 3,342 | $240,456 | 0.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 199 | $238,686 | 0.62% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 4,005 | $228,204 | 0.59% | |
| TNET |
Trinet Group, Inc.
Industrials
|
NEW | 4,211 | $208,402 | 0.54% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.