DOSSIER · 13F-HR · Q2 2026

KDK Private Wealth Management, LLC

$121M in tracked AUM across 57 positions as of Q2 2026.

KP
CIK 0001776910 · last filed Jun 30, 2026
Total AUM
$121M
as of Q2 2026
Holdings
57
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KDK Private Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EPD
ENTERPRISE PRODS PARTNERS L
$29M776K23.7%
02
IWV
ISHARES TR
$20M47K16.5%
03
FTEC
FIDELITY COVINGTON TRUST
$8M28K6.5%
04
IVV
ISHARES TR
$7M10K6.1%
05
AAPL
APPLE INC
$6M22K5.2%
06
IWF
ISHARES TR
$4M36K3.7%
07
FBTC
FIDELITY WISE ORIGIN BITCOIN
$3M54K2.3%
08
SHV
ISHARES TR
$3M24K2.2%
09
VGT
VANGUARD WORLD FD
$3M22K2.2%
10
FIDU
FIDELITY COVINGTON TRUST
$3M26K2.1%

Filing history

2026Q2Jun 30
$121M▲ 10.3%
57 positionsView →
2026Q1Mar 31
$109M▼ 4.6%
60 positionsView →
2025Q4Dec 31
$115M▲ 16.1%
72 positionsView →
2025Q3Sep 30
$99M▲ 5.4%
55 positionsLocked
2025Q2Jun 30
$94M▲ 6.7%
57 positionsLocked
2025Q1Mar 31
$88M▼ 8.9%
52 positionsLocked
2024Q4Dec 31
$96M—
55 positionsLocked