Kaydan Wealth Management, Inc.

Registered adviser

CIK

1964532

Location

FENTON, MI

Portfolio Value

Small $184,407,170

Diversification

Diversified

Filing Date

Global Rank

#4,825 / 8,807 ▲ 841 · as of Jun 2026

Top Industry

Software - Infrastructure 11.7%

Period ended 21 days ago

Filed Oct 8, 2026 · 13d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 108964

Roster of Oct 1, 2026

Regulatory AUM

$726,507,771

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$726,507,771	Individuals and high net worth (99%)
Apr 2025 to Feb 2026	$655,137,551	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$625,642,972	Individuals and high net worth (99%)
May 2023 to Mar 2024	$607,582,296	Individuals and high net worth (99%)
Apr 2023	$607,582,296	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$654,840,570	Individuals and high net worth (99%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 83.9% of the book (60%+)

Turnover

Low turnover

25.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 88.2%; sector active share 80.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

116 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

33.4%

+4.7 pts

Top 5

61.2%

−8.7 pts

Top 10

75.4%

−8.4 pts

HHI

1,386

Diversified+19

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.7%	$150,606,264	64
Technology	4.8%	$8,932,781	8
Industrials	4.1%	$7,622,632	14
Financial Services	3.5%	$6,381,621	9
Healthcare	2.0%	$3,610,746	6
Consumer Cyclical	1.3%	$2,357,229	4
Consumer Defensive	1.1%	$2,093,640	5
Communication Services	1.0%	$1,868,049	3
Energy	0.3%	$593,534	2
Utilities	0.2%	$340,674	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
IWM	iShares Russell 2000 ETF	+23,370	93,796	$0
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+19,027	55,628	$20,818,222
T	At&T Inc.	+13,995	33,278	$811,983
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+471	19,485	$790,701
KO	Coca Cola Co	+224	6,832	$588,098
MO	Altria Group, Inc.	+203	3,545	$238,720
VIGI	Vanguard Whitehall Funds	+192	7,789	$735,437
EFA	iShares MSCI EAFE ETF	+181	3,846	$0
XLF	State Street Corp	+178	11,623	$0
RTX	RTX Corp	+172	2,099	$389,679
RSPT	Victory Portfolios II	+162	12,599	$0
PG	PROCTER & GAMBLE Co	+138	2,546	$369,882
BAC	Bank Of America Corp /De/	+113	4,118	$224,142
DLN	WisdomTree U.S. LargeCap Dividend Fund	+102	8,694	$0
FNX	First Trust Mid Cap Core AlphaDEX Fund	+77	12,186	$1,643,769
MRK	Merck & Co., Inc.	+53	2,978	$432,733
—		+51	1,363	$0
JNJ	Johnson & Johnson	+26	3,319	$878,672
ETN	Eaton Corp plc	+19	730	$313,688
SMH	VanEck Semiconductor ETF	+18	520	$316,680
LLY	ELI LILLY & Co	+16	215	$248,772
MA	Mastercard Inc	+13	691	$381,065
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	−219,116	227,604	$16,071,118
FTSM	First Trust Enhanced Short Maturity ETF	−132,004	280,383	$16,685,592
FVD	First Trust Value Line Dividend Index Fund	−8,346	78,551	$3,684,827
IJH	iShares Core S&P Mid-Cap ETF	−5,525	92,135	$0
F	Ford Motor Co	−3,964	32,811	$395,700
BKCG	BNY Mellon Concentrated Growth ETF	−3,626	16,567	$653,153
VTV	VANGUARD VALUE INDEX FUND	−3,621	167,028	$36,091,410
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−3,234	10,495	$204,862
IEFA	iShares Core MSCI EAFE ETF	−2,975	56,615	$0
RDVY	First Trust Rising Dividend Achievers ETF	−2,940	17,138	$1,341,734
XOM	ExxonMobil Holdings Corp	−2,525	2,232	$363,258
TDIV	First Trust NASDAQ Technology Dividend Index Fund	−2,502	27,421	$3,093,637
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−2,321	102,321	$0
RSP	Victory Portfolios II	−2,144	95,179	$0
FTA	First Trust Large Cap Value AlphaDEX Fund	−1,991	84,620	$8,064,362
QDEF	FlexShares Quality Dividend Defensive Index Fund	−1,671	10,156	$903,680
PRF	Victory Portfolios II	−1,500	20,005	$0
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−1,450	7,135	$1,396,676
IMCG	iShares Morningstar Mid-Cap Growth ETF	−1,200	3,750	$0
VUG	VANGUARD GROWTH INDEX FUND	−1,179	52,314	$4,714,014
IAU	Ishares Gold Trust	−1,088	3,888	$303,652
OEF	iShares S&P 100 ETF	−1,072	17,893	$0
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−967	2,333	$216,152
VIG	Vanguard Specialized Funds	−934	18,722	$4,368,029
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	−873	4,031	$590,460
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	130,185	$7,376,282
GLD	Spdr Gold Trust	17,756	$6,762,195
NSC	Norfolk Southern Corp	2,074	$640,866
COP	Conocophillips	1,840	$230,276
DELL	Dell Technologies Inc.	403	$216,793
PM	Philip Morris International Inc.	1,123	$214,290
GTOP	Goldman Sachs Technology Opportunities ETF	3,955	$202,711
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EEM	iShares MSCI Emerging Markets ETF	232,524	$15,906,966
IEF	iShares 7-10 Year Treasury Bond ETF	119,262	$11,278,607
TLT	iShares 20+ Year Treasury Bond ETF	62,541	$5,404,793
SO	Southern Co	3,051	$292,011
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	12,287	$241,009
LMBS	First Trust Low Duration Opportunities ETF	4,127	$205,442
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $184,407,170 total · filing declares 116 positions · $291,383,932 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Reduced	167,028	-3,621	$36,091,410	−3.0%	19.57%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	55,628	+19,027	$20,818,222	+53.7%	11.29%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	280,383	-132,004	$16,685,592	−32.3%	9.05%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	227,604	-219,116	$16,071,118	−49.5%	8.72%
FTA	First Trust Large Cap Value AlphaDEX Fund	Reduced	84,620	-1,991	$8,064,362	−3.8%	4.37%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	NEW	130,185	NEW	$7,376,282	NEW	4.00%
GLD	Spdr Gold Trust	NEW	17,756	NEW	$6,762,195	NEW	3.67%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,466	-191	$4,783,352	−2.4%	2.59%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	52,314	-1,179	$4,714,014	+2.3%	2.56%
VIG	Vanguard Specialized Funds	Reduced	18,722	-934	$4,368,029	−6.1%	2.37%
FVD	First Trust Value Line Dividend Index Fund	Reduced	78,551	-8,346	$3,684,827	−12.0%	2.00%
AAPL	Apple Inc. Technology	Reduced	10,167	-344	$3,385,814	+11.3%	1.84%
RJF	Raymond James Financial Inc Financial Services	Held	21,175	0	$3,346,073	+3.9%	1.81%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Reduced	27,421	-2,502	$3,093,637	−10.0%	1.68%
MSFT	Microsoft Corp Technology	Reduced	5,072	-88	$2,601,428	+35.2%	1.41%
FNX	First Trust Mid Cap Core AlphaDEX Fund	Added	12,186	+77	$1,643,769	−7.2%	0.89%
VXUS	Vanguard Total International Stock ETF	Reduced	17,553	-827	$1,491,302	−5.1%	0.81%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	7,135	-1,450	$1,396,676	−14.6%	0.76%
FEX	First Trust Large Cap Core AlphaDEX Fund	Reduced	10,388	-184	$1,377,483	−6.8%	0.75%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,160	-1	$1,376,252	+1.0%	0.75%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	17,138	-2,940	$1,341,734	−17.6%	0.73%
CAT	Caterpillar Inc Industrials	Held	1,650	0	$1,337,803	−23.9%	0.73%
GM	General Motors Co Consumer Cyclical	Reduced	16,085	-449	$1,238,545	−2.8%	0.67%
DE	Deere & Co Industrials	Held	1,778	0	$1,194,015	+5.9%	0.65%
SYK	Stryker Corp Healthcare	Reduced	4,063	-12	$1,118,909	−12.8%	0.61%
DBAW	Xtrackers MSCI All World ex US Hedged Equity ETF	Reduced	22,856	-135	$1,089,316	−2.3%	0.59%
OSK	Oshkosh Corp Industrials	Held	7,988	0	$1,029,014	−16.1%	0.56%
FTCS	First Trust Capital Strength ETF	Reduced	10,254	-644	$962,337	−6.0%	0.52%
MOAT	VanEck Morningstar Wide Moat ETF	Held	8,808	0	$931,093	+1.7%	0.50%
QDEF	FlexShares Quality Dividend Defensive Index Fund	Reduced	10,156	-1,671	$903,680	−12.2%	0.49%
JNJ	Johnson & Johnson Healthcare	Added	3,319	+26	$878,672	+5.1%	0.48%
T	At&T Inc. Communication Services	Added	33,278	+13,995	$811,983	+103.4%	0.44%
FTNT	Fortinet, Inc. Technology	Reduced	4,465	-152	$798,163	+12.5%	0.43%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	19,485	+471	$790,701	−3.6%	0.43%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,156	-33	$759,156	−9.2%	0.41%
VIGI	Vanguard Whitehall Funds	Added	7,789	+192	$735,437	+3.7%	0.40%
GOOG	Alphabet Inc. Communication Services	Reduced	2,138	-323	$728,502	−16.2%	0.40%
WMT	Walmart Inc. Consumer Defensive	Held	6,569	0	$682,650	−8.2%	0.37%
AMGN	Amgen Inc Healthcare	Reduced	1,599	-17	$673,994	+15.2%	0.37%
BKCG	BNY Mellon Concentrated Growth ETF	Reduced	16,567	-3,626	$653,153	−13.3%	0.35%
NSC	Norfolk Southern Corp Industrials	NEW	2,074	NEW	$640,866	NEW	0.35%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,184	0	$602,123	−2.6%	0.33%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	4,031	-873	$590,460	−20.9%	0.32%
KO	Coca Cola Co Consumer Defensive	Added	6,832	+224	$588,098	+9.5%	0.32%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	3,423	-126	$576,501	+2.4%	0.31%
ORCL	Oracle Corp Technology	Reduced	4,064	-46	$557,987	−7.4%	0.30%
CSX	Csx Corp Industrials	Held	11,349	0	$527,841	−2.1%	0.29%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,765	-457	$512,856	−16.4%	0.28%
FV	First Trust Dorsey Wright Focus 5 ETF	Reduced	6,850	-207	$502,755	−6.1%	0.27%
MRK	Merck & Co., Inc. Healthcare	Added	2,978	+53	$432,733	+15.1%	0.23%

Showing the top 50 of 116 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.