Kaydan Wealth Management, Inc.

CIK

1964532

Location

FENTON, MI

Portfolio Value

Micro $45,050,209

Diversification

Diversified

Filing Date

Global Rank

#6,952 / 8,603 ▼ 462 · as of Mar 2026

Top Industry

Farm & Heavy Construction Machinery 11.9%

3Y Alpha vs SPY

+6.6%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+106.4%

SPY

+76.0%

Annualised alpha

+6.6%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

34.8%

−15.1 pts

Top 5

56.1%

−12.0 pts

Top 10

69.1%

−9.5 pts

HHI

1,396

Diversified−1,217

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.7%	$16,991,139	3
Technology	14.1%	$6,369,914	6
Industrials	13.6%	$6,138,559	11
Financial Services	12.5%	$5,627,556	7
Healthcare	9.0%	$4,043,541	6
Consumer Cyclical	5.4%	$2,434,978	4
Consumer Defensive	3.6%	$1,642,927	3
Communication Services	1.9%	$845,752	2
Utilities	1.6%	$703,459	2
Energy	0.6%	$252,384	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+1,185	19,215	$557,042
NVDA	Nvidia Corp	+623	2,319	$404,433
AAPL	Apple Inc.	+306	10,416	$2,643,476
AMZN	Amazon Com Inc	+294	1,559	$324,692
MSFT	Microsoft Corp	+159	5,444	$2,015,205
CSCO	Cisco Systems, Inc.	+154	5,222	$405,174
JNJ	Johnson & Johnson	+150	3,183	$778,052
ABBV	AbbVie Inc.	+94	1,262	$274,472
JPM	Jpmorgan Chase & Co	+82	4,193	$1,233,412
ABT	Abbott Laboratories	+72	1,992	$204,518
PG	PROCTER & GAMBLE Co	+71	2,065	$298,268
WMT	Walmart Inc.	+56	6,776	$842,121
GOOGL	Alphabet Inc.	+39	1,004	$288,710
HD	Home Depot, Inc.	+37	1,351	$444,330
ORCL	Oracle Corp	+27	4,123	$606,534
TXN	Texas Instruments Inc	+23	1,520	$295,092
MA	Mastercard Inc	+16	687	$343,266
LMT	Lockheed Martin Corp	+6	659	$398,293
CMI	Cummins Inc	+5	574	$308,823
SYK	Stryker Corp	+4	5,679	$1,866,062
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−253,622	177,975	$15,690,276
GM	General Motors Co	−8,395	16,875	$1,257,187
CTAS	Cintas Corp	−3	1,796	$303,775
MRK	Merck & Co., Inc.	−2	2,925	$351,848
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ETN	Eaton Corp plc	726	$259,668
COP	Conocophillips	1,912	$252,384
V	Visa Inc.	664	$200,687
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	6,650	$4,085,161
FTNT	Fortinet, Inc.	6,238	$495,359
RTX	RTX Corp	1,927	$353,411
SLV	iShares Silver Trust	3,928	$253,041
TNET	Trinet Group, Inc.	4,211	$248,996
BAC	Bank Of America Corp /De/	3,939	$216,645
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $45,050,209 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	177,975	-253,622	$15,690,276	−55.2%	34.83%
RJF	Raymond James Financial Inc Financial Services	Held	21,175	0	$3,065,928	−9.8%	6.81%
AAPL	Apple Inc. Technology	Added	10,416	+306	$2,643,476	−3.8%	5.87%
MSFT	Microsoft Corp Technology	Added	5,444	+159	$2,015,205	−21.2%	4.47%
SYK	Stryker Corp Healthcare	Added	5,679	+4	$1,866,062	−6.4%	4.14%
GM	General Motors Co Consumer Cyclical	Reduced	16,875	-8,395	$1,257,187	−38.8%	2.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,193	+82	$1,233,412	−6.9%	2.74%
OSK	Oshkosh Corp Industrials	Held	7,988	0	$1,175,913	+17.2%	2.61%
CAT	Caterpillar Inc Industrials	Held	1,643	0	$1,163,999	+23.7%	2.58%
DE	Deere & Co Industrials	Held	1,778	0	$1,001,547	+21.0%	2.22%
WMT	Walmart Inc. Consumer Defensive	Added	6,776	+56	$842,121	+12.5%	1.87%
JNJ	Johnson & Johnson Healthcare	Added	3,183	+150	$778,052	+24.0%	1.73%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,220	0	$752,447	+2.2%	1.67%
ORCL	Oracle Corp Technology	Added	4,123	+27	$606,534	−24.0%	1.35%
AMGN	Amgen Inc Healthcare	Held	1,616	0	$568,589	+7.5%	1.26%
T	At&T Inc. Communication Services	Added	19,215	+1,185	$557,042	+24.4%	1.24%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,184	0	$548,416	−3.6%	1.22%
KO	Coca Cola Co Consumer Defensive	Held	6,608	0	$502,538	+8.8%	1.12%
CSX	Csx Corp Industrials	Held	11,349	0	$465,876	+13.2%	1.03%
GE	General Electric Co Industrials	Held	1,584	0	$449,491	−7.9%	1.00%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,351	+37	$444,330	−1.7%	0.99%
DTE	Dte Energy Co Utilities	Held	2,797	0	$408,977	+13.4%	0.91%
F	Ford Motor Co Consumer Cyclical	Held	35,422	0	$408,769	−12.0%	0.91%
CSCO	Cisco Systems, Inc. Technology	Added	5,222	+154	$405,174	+3.8%	0.90%
NVDA	Nvidia Corp Technology	Added	2,319	+623	$404,433	+27.9%	0.90%
LMT	Lockheed Martin Corp Industrials	Added	659	+6	$398,293	+26.1%	0.88%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,925	-2	$351,848	+14.2%	0.78%
GEV	GE Vernova Inc. Industrials	Held	395	0	$344,795	+33.6%	0.77%
MA	Mastercard Inc Financial Services	Added	687	+16	$343,266	−10.4%	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,559	+294	$324,692	+11.2%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	653	0	$312,917	−4.7%	0.69%
CMI	Cummins Inc Industrials	Added	574	+5	$308,823	+6.3%	0.69%
CTAS	Cintas Corp Industrials	Reduced	1,796	-3	$303,775	−10.2%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,065	+71	$298,268	+4.4%	0.66%
TXN	Texas Instruments Inc Technology	Added	1,520	+23	$295,092	+13.6%	0.66%
SO	Southern Co Utilities	Held	3,051	0	$294,482	+10.7%	0.65%
GOOGL	Alphabet Inc. Communication Services	Added	1,004	+39	$288,710	−4.4%	0.64%
AFL	Aflac Inc Financial Services	Held	2,606	0	$285,904	−0.5%	0.63%
ABBV	AbbVie Inc. Healthcare	Added	1,262	+94	$274,472	+2.8%	0.61%
CNI	Canadian National Railway Co Industrials	Held	2,592	0	$266,379	+4.0%	0.59%
ETN	Eaton Corp plc Industrials	NEW	726	NEW	$259,668	NEW	0.58%
COP	Conocophillips Energy	NEW	1,912	NEW	$252,384	NEW	0.56%
ABT	Abbott Laboratories Healthcare	Added	1,992	+72	$204,518	−15.0%	0.45%
V	Visa Inc. Financial Services	NEW	664	NEW	$200,687	NEW	0.45%
BDJ	BlackRock Enhanced Equity Dividend Trust Financial Services	Held	21,513	0	$185,442	−9.1%	0.41%