13F Insight
DOSSIER · 13F-HR · Q1 2026

Kaydan Wealth Management, Inc.

Kaydan Wealth's family office based in Chicago, IL — $299M in tracked AUM across 109 positions as of Q1 2026.

KW
Kaydan Wealth·Chicago, IL·Family Office
CIK 0001964532 · last filed Mar 31, 2026
Total AUM
$299M
▲ 4.3%
vs prior
Holdings
109
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Kaydan Wealth Management, Inc.
Portfolio Overview

Kaydan Wealth Management, Inc. has reported a substantial expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 299.9%, growing from $86.40 million to $345.51 million. This dramatic increase suggests significant capital inflows or the consolidation of reporting entities. The portfolio currently consists of **112 holdings...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$33M166K10.9%
02
VEA
VANGUARD TAX-MANAGED FDS
$28M443K9.5%
03
FTSM
FIRST TR EXCHANGE-TRADED FD
$25M420K8.4%
04
IEF
ISHARES TR
$19M194K6.2%
05
RSP
INVESCO EXCHANGE TRADED FD T
$18M96K6.2%
06
IAU
ISHARES GOLD TR
$16M178K5.2%
07
SH
PROSHARES TR
$15M388K4.9%
08
ITOT
ISHARES TR
$15M103K4.9%
09
TLT
ISHARES TR
$13M148K4.3%
10
FTA
FIRST TR EXCHANGE-TRADED ALP
$8M89K2.7%

Filing history

Filing history loading…