Kaydan Wealth Management, Inc.

The investment strategy is characterized by a heavy reliance on Exchange Traded Funds (ETFs), which make up the vast majority of the portfolio. The firm utilizes a "core-satellite" structure where broad market indices form the foundation, supplemented by factor-specific and thematic ETFs, along with a select few individual equities. The turnover rate for this quarter was exceptionally high, with 58 positions (29 new and 29 sold) representing roughly 52% of the total holdings, pointing to a substantial strategic reallocation concurrent with the influx of capital.

Key Holdings