KDK Private Wealth Management, LLC
Top Portfolio Positions
19 positions ·
$46,500,649 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| EPD |
Enterprise Products Partners L.P.
Energy
|
779,657 | $29,502,220 | 63.44% |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
53,019 | $3,129,711 | 6.73% |
| FETH |
Fidelity Ethereum Fund
|
137,340 | $2,867,659 | 6.17% |
| AAPL |
Apple Inc.
Technology
|
8,124 | $2,061,789 | 4.43% |
| XOM |
Exxon Mobil Corp
Energy
|
9,928 | $1,684,384 | 3.62% |
| HAL |
Halliburton Co
Energy
|
29,033 | $1,131,996 | 2.43% |
| SSB |
SouthState Bank Corp
Financial Services
|
10,312 | $954,066 | 2.05% |
| NMRK |
Newmark Group, Inc.
Real Estate
|
60,000 | $899,400 | 1.93% |
| CVX |
Chevron Corp
Energy
|
3,680 | $761,392 | 1.64% |
| SOC |
Sable Offshore Corp.
Energy
|
39,500 | $652,540 | 1.40% |
Portfolio Trend
Holdings in EPD
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,502,220 | 779,657 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $24,139,720 | 771,977 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,871,653 | 769,805 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,804,246 | 726,545 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $22,332,961 | 712,148 | Shares | Sole | 2025-02-13 | |
| No quarters match your search. | ||||||