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

KDK Private Wealth Management, LLC

KDK Private Wealth's holding co. based in New York, NY — $109M in tracked AUM across 60 positions as of Q1 2026.

KP
KDK Private Wealth·New York, NY·Holding Co.
CIK 0001776910 · last filed Mar 31, 2026
Total AUM
$109M
▲ 3.2%
vs prior
Holdings
60
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
37% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

KDK Private Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
EPD
ENTERPRISE PRODS PARTNERS L
$30M780K27.0%
02
IWV
ISHARES TR
$17M45K15.2%
03
IVV
ISHARES TR
$6M10K5.9%
04
FTEC
FIDELITY COVINGTON TRUST
$6M28K5.3%
05
IWF
ISHARES TR
$4M9K3.5%
06
FBTC
FIDELITY WISE ORIGIN BITCOIN
$3M53K2.9%
07
FETH
FIDELITY ETHEREUM FD
$3M137K2.6%
08
SHV
ISHARES TR
$3M24K2.5%
09
FIDU
FIDELITY COVINGTON TRUST
$2M26K2.1%
10
AAPL
APPLE INC
$2M8K1.9%

Filing history

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