Kaydan Wealth Management, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Kaydan Wealth Management, Inc. reported 108 stock positions worth $300.8 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 10.7% of the portfolio, followed by Vngrd Mrngst SL-CP Val ETF-U (VBR, 9.4%) and Vanguard Mrngstr Val ETF-Aui (VTV, 9.4%). Compared with Q3 2024, it opened 5 new positions, sold out of 3, added to 36 and reduced 36. The biggest buy was iShares Russell 2000 ETF (IWM, shares +756%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −85%).

Most Recent 13F
Q2 2026
Location
FENTON, MI
CIK
0001964532
Portfolio Value
$300.8M (Q4 2024)
SEC Filing
0001172661-25-000205 ↗ filed Jan 16, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $293.3M Q1 2024 Q2 2024: $282.2M Q2 2024 Q3 2024: $338.8M Q3 2024 Q4 2024: $300.8M $300.8M Q4 2024 Q1 2025: $311.7M Q1 2025 Q2 2025: $305.4M Q2 2025 Q3 2025: $350.0M Q3 2025 Q4 2025: $345.5M Q4 2025 Q1 2026: $299.0M Q1 2026 Q2 2026: $328.1M Q2 2026

Holdings 108 stocks · $300.8M
RSP Invesco S&P 500 Equal Weight 10.74% 184,338 $32.3M Add +24.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 9.38% 142,408 $28.2M Reduce -1.5%
VTV Vanguard Mrngstr Val ETF-Aui 9.35% 166,201 $28.1M Reduce -19.5%
IEF iShares 7-10 Year Treasury B 8.66% 281,632 $26.0M Reduce -1.3%
IWM iShares Russell 2000 ETF 7.02% 95,633 $21.1M Add +756.2%
FTA First Trust L C Val Alp 7.01% 275,985 $21.1M Reduce -26.2%
TLT iShares 20+ Year Treasury BD 6.25% 215,183 $18.8M Reduce -26.0%
IAU iShares Gold Trust 3.91% 237,390 $11.8M Reduce -38.3%
PSQ Proshares Short QQQ 3.56% 286,593 $10.7M Reduce -0.0%
SPDN Dir DLY SP 500 BR 1X ETF-Usi 3.52% 961,512 $10.6M Reduce -50.9%
VTI VG Morningstar TS MKT ETF-US 1.62% 16,796 $4.9M Reduce -4.4%
FTCS First Trust Capital Strength 1.49% 50,996 $4.5M Add +5.5%
IJH iShares Core S&P Midcap ETF 1.35% 65,025 $4.1M Add +9.3%
VIG Vanguard Dividend Apprec ETF 1.25% 19,142 $3.7M Add +0.2%
FVD First Trust Value Line DVD 1.20% 82,650 $3.6M Add +2.5%
QQQ Invesco QQQ Trust Series 1 1.14% 6,732 $3.4M Add +0.6%
RJF Raymond James Financial Inc. 1.10% 21,375 $3.3M No change
IVV iShares Core S&P 500 ETF 0.87% 4,431 $2.6M Add +23.8%
AAPL Apple Inc. 0.84% 10,140 $2.5M Reduce -0.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.84% 6,169 $2.5M Add +9.4%
IEFA iShares Core MSCI Eafe ETF 0.84% 35,752 $2.5M Reduce -85.1%
TDIV FT Nasdaq Tech DVD Index FD 0.77% 29,609 $2.3M Reduce -1.6%
MSFT Microsoft Corp. 0.69% 4,928 $2.1M Reduce -1.4%
IVW iShares S&P 500 Growth ETF 0.69% 20,329 $2.1M Add +0.3%
SYK Stryker Corp. 0.68% 5,675 $2.0M No change
DVY iShares Select Dividend ETF 0.68% 15,562 $2.0M Add +2.9%
FNX First Trust Mid Cap Core Alp 0.52% 13,488 $1.6M Reduce -6.8%
USMV iShares MSCI USA Min Vol Fac 0.52% 17,565 $1.6M Reduce -1.0%
IYY iShares Dow Jones U.S. ETF 0.44% 9,273 $1.3M No change
FEX First Trust Large Cap Core A 0.39% 11,163 $1.2M Reduce -4.6%
IYW iShares Ustechnology ETF 0.38% 7,185 $1.1M No change
DON Wisdomtree US Midcap Dividen 0.37% 21,762 $1.1M Reduce -1.5%
GM General Motors Co. 0.37% 20,724 $1.1M Reduce -12.0%
RDVY First Trust Rising Dividend 0.36% 18,197 $1.1M Add +2.3%
XLK SS Technology Select Sector 0.34% 4,347 $1.0M Reduce -0.8%
JPM JPMorgan Chase & Co. 0.33% 4,081 $978K No change
VXUS Vanguard Total Intl Stock 0.32% 16,239 $957K Reduce -7.7%
PRF Invesco Rafi US 1000 ETF 0.31% 23,355 $942K No change
DBAW Xtrackers MSCI All World Ex 0.31% 27,699 $941K Reduce -4.3%
LRGF iShares US Equity Factor ETF 0.30% 14,800 $893K Reduce -7.5%
QDEF NT Qual Div Def ETF 0.27% 11,703 $822K Add +0.3%
MOAT Vaneck Morningstar Wide Moat 0.27% 8,808 $817K No change
IWF iShares Russell 1000 Growth 0.27% 2,033 $816K Reduce -0.9%
OSK Oshkosh Corp. 0.25% 7,988 $759K No change
ITOT iShares Core S&P Total U.S. 0.25% 5,818 $748K Add +2.5%
MDY State Street SPDR S&P Midcap 0.23% 1,236 $704K Add +0.6%
DLN Wisdomtree US Largecap Divid 0.23% 8,977 $698K Add +3.2%
FTNT Fortinet Inc. 0.23% 7,327 $692K Reduce -5.7%
ORCL Oracle Corp. 0.23% 4,069 $678K Reduce -1.2%
SDY SS SPDR S&P Dividend ETF 0.22% 5,055 $668K Add +2.0%
BOND PIMCO Active Bond Exchange-T 0.21% 6,854 $620K Add +86.8%
WMT Walmart Inc. 0.20% 6,751 $610K No change
CAT Caterpillar Inc. 0.20% 1,677 $608K No change
DIAL Columbia Divers Fix Inc. ETF 0.20% 33,825 $593K Add +52.6%
XLF SS Financial Select Sector 0.20% 12,230 $591K Add +6.2%
JNJ Johnson & Johnson 0.20% 4,077 $590K Reduce -1.6%
FIXD First Trust Smith Opportunis 0.19% 13,303 $572K Add +78.9%
RSPT Invesco S&P 500 Equal Weight 0.18% 14,864 $556K Add +4.2%
HD Home Depot Inc. 0.17% 1,349 $525K Reduce -0.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.17% 1,184 $504K No change
XOM Exxon Mobil Corp. 0.17% 4,660 $501K Add +1.4%
GOOG Alphabet Inc. Class C 0.16% 2,595 $494K Add +0.1%
XLV SS Health Care Select Sector 0.15% 3,293 $453K Add +9.3%
FV First Trust DW Focus 5 Fund 0.15% 7,522 $444K Reduce -6.7%
AMGN Amgen Inc. 0.14% 1,659 $432K No change
F Ford Motor Co. filed as FORD MTR CO 0.14% 42,912 $425K Reduce -6.9%
T AT&T Inc. 0.14% 18,576 $423K Add +3.0%
KO The Coca-Cola Co. 0.14% 6,727 $419K Add +0.0%
VIGI Vanguard Int Div App Indx FD 0.14% 5,228 $418K Reduce -6.4%
IMCB iShares Morningstar Mid-Cap 0.14% 5,392 $411K No change
FMB First Trust Managed Municipa 0.14% 7,999 $408K Reduce -4.6%
TNET Trinet Group Inc. 0.13% 4,211 $382K No change
IMCG iShares Morningstar Mid-Cap 0.12% 4,950 $374K No change
MA Mastercard Inc. Class A 0.12% 705 $371K No change
CSX CSX Corp. 0.12% 11,349 $366K No change
UNH Unitedhealth Group Inc. 0.12% 697 $353K Reduce -6.2%
PG The Procter & Gamble Co. 0.11% 2,051 $344K Add +0.7%
DTE DTE Energy Company 0.11% 2,797 $338K No change
LMT Lockheed Martin Corp. 0.11% 682 $331K No change
TXN Texas Instruments Inc. 0.11% 1,693 $317K No change
IJR iShares Core S&P Small-Cap E 0.10% 2,688 $310K Add +5.7%
CSCO Cisco Systems Inc. 0.10% 5,156 $305K No change
BSCQ Invesco Bulletshares 2026 CB 0.10% 15,599 $303K Add +0.0%
DE Deere & Co. 0.10% 689 $292K Reduce -15.2%
MRK Merck & Co. Inc. 0.10% 2,908 $289K No change
BSCP Invesco Bulletshares 2025 CB 0.09% 13,739 $284K Reduce -4.5%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 603 $273K No change
SO The Southern Co. 0.09% 3,317 $273K Add +5.1%
AFL Aflac Inc. 0.09% 2,605 $270K No change
CNI Canadian Natl Railway Co. 0.09% 2,592 $263K No change
AMZN Amazon.com Inc. 0.09% 1,195 $262K Reduce -12.2%
ILCG iShares Morningstar Growth E 0.08% 2,751 $246K Add +0.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.08% 717 $246K Reduce -1.6%
BSCR Invesco Bulletshares 2027 CB 0.08% 12,486 $243K Add +0.0%
IEMG iShares Core MSCI Emerging 0.08% 4,508 $235K New
PEP Pepsico Inc. 0.08% 1,501 $228K No change
RTX RTX Corp. 0.07% 1,927 $223K No change
RZG Invesco S&P Smallcap 600 Pur 0.07% 4,445 $220K No change
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.07% 2,411 $216K Add +5.6%
EZM Wisdomtree US Midcap Fund 0.07% 3,450 $216K No change

Show all 108 holdings

Portfolio Sells Q3 2024 → Q4 2024
IEFA iShares Core MSCI Eafe ETF Reduce -85.1% 0.84% −4.69
SPDN Dir DLY SP 500 BR 1X ETF-Usi Reduce -50.9% 3.52% −2.95
TLT iShares 20+ Year Treasury BD Reduce -26.0% 6.25% −2.17
IAU iShares Gold Trust Reduce -38.3% 3.91% −1.74
FTA First Trust L C Val Alp Reduce -26.2% 7.01% −1.72
VTV Vanguard Mrngstr Val ETF-Aui Reduce -19.5% 9.35% −1.29
BSCO Invesco Bulletshares 2024 CB Sold out 0.00% −0.10
PFE Pfizer Inc. Sold out 0.00% −0.08
CI The Cigna Group Sold out 0.00% −0.07
VXUS Vanguard Total Intl Stock Reduce -7.7% 0.32% −0.02
UNH Unitedhealth Group Inc. Reduce -6.2% 0.12% −0.01
VIGI Vanguard Int Div App Indx FD Reduce -6.4% 0.14% −0.01
DE Deere & Co. Reduce -15.2% 0.10% −0.00
F Ford Motor Co. Reduce -6.9% 0.14% −0.00
JNJ Johnson & Johnson Reduce -1.6% 0.20% −0.00
BSCP Invesco Bulletshares 2025 CB Reduce -4.5% 0.09% +0.01
FMB First Trust Managed Municipa Reduce -4.6% 0.14% +0.01
FV First Trust DW Focus 5 Fund Reduce -6.7% 0.15% +0.01
AMZN Amazon.com Inc. Reduce -12.2% 0.09% +0.01
HD Home Depot Inc. Reduce -0.5% 0.17% +0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -1.6% 0.08% +0.01
DBAW Xtrackers MSCI All World Ex Reduce -4.3% 0.31% +0.01
ORCL Oracle Corp. Reduce -1.2% 0.23% +0.02
FNX First Trust Mid Cap Core Alp Reduce -6.8% 0.52% +0.02
LRGF iShares US Equity Factor ETF Reduce -7.5% 0.30% +0.02
FEX First Trust Large Cap Core A Reduce -4.6% 0.39% +0.03
DON Wisdomtree US Midcap Dividen Reduce -1.5% 0.37% +0.04
USMV iShares MSCI USA Min Vol Fac Reduce -1.0% 0.52% +0.04
XLK SS Technology Select Sector Reduce -0.8% 0.34% +0.04
IWF iShares Russell 1000 Growth Reduce -0.9% 0.27% +0.04
FTNT Fortinet Inc. Reduce -5.7% 0.23% +0.05
GM General Motors Co. Reduce -12.0% 0.37% +0.06
MSFT Microsoft Corp. Reduce -1.4% 0.69% +0.06
TDIV FT Nasdaq Tech DVD Index FD Reduce -1.6% 0.77% +0.06
AAPL Apple Inc. Reduce -0.8% 0.84% +0.14
VTI VG Morningstar TS MKT ETF-US Reduce -4.4% 1.62% +0.15
PSQ Proshares Short QQQ Reduce -0.0% 3.56% +0.23
IEF iShares 7-10 Year Treasury B Reduce -1.3% 8.66% +0.40
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.5% 9.38% +0.81

Portfolio Buys Q3 2024 → Q4 2024
IWM iShares Russell 2000 ETF Add +756.2% 7.02% +6.30
RSP Invesco S&P 500 Equal Weight Add +24.1% 10.74% +2.88
IVV iShares Core S&P 500 ETF Add +23.8% 0.87% +0.26
IJH iShares Core S&P Midcap ETF Add +9.3% 1.35% +0.25
VUG Vanguard Mrngstar GR ETF-Sui Add +9.4% 0.84% +0.20
FTCS First Trust Capital Strength Add +5.5% 1.49% +0.19
QQQ Invesco QQQ Trust Series 1 Add +0.6% 1.14% +0.18
VIG Vanguard Dividend Apprec ETF Add +0.2% 1.25% +0.13
FVD First Trust Value Line DVD Add +2.5% 1.20% +0.12
IVW iShares S&P 500 Growth ETF Add +0.3% 0.69% +0.11
BOND PIMCO Active Bond Exchange-T Add +86.8% 0.21% +0.10
FIXD First Trust Smith Opportunis Add +78.9% 0.19% +0.09
IEMG iShares Core MSCI Emerging New 0.08% +0.08
DIAL Columbia Divers Fix Inc. ETF Add +52.6% 0.20% +0.08
DVY iShares Select Dividend ETF Add +2.9% 0.68% +0.08
CMI Cummins Inc. New 0.07% +0.07
COP Conocophillips New 0.07% +0.07
ETN Eaton Corp. PLC New 0.07% +0.07
DIS The Walt Disney Co. New 0.07% +0.07
RDVY First Trust Rising Dividend Add +2.3% 0.36% +0.05
XLF SS Financial Select Sector Add +6.2% 0.20% +0.04
ITOT iShares Core S&P Total U.S. Add +2.5% 0.25% +0.04
GOOG Alphabet Inc. Class C Add +0.1% 0.16% +0.04
DLN Wisdomtree US Largecap Divid Add +3.2% 0.23% +0.03
MDY State Street SPDR S&P Midcap Add +0.6% 0.23% +0.03
QDEF NT Qual Div Def ETF Add +0.3% 0.27% +0.03
RSPT Invesco S&P 500 Equal Weight Add +4.2% 0.18% +0.03
T AT&T Inc. Add +3.0% 0.14% +0.02
IJR iShares Core S&P Small-Cap E Add +5.7% 0.10% +0.02
SDY SS SPDR S&P Dividend ETF Add +2.0% 0.22% +0.01
ILCG iShares Morningstar Growth E Add +0.0% 0.08% +0.01
XLV SS Health Care Select Sector Add +9.3% 0.15% +0.01
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd Add +5.6% 0.07% +0.01
BSCQ Invesco Bulletshares 2026 CB Add +0.0% 0.10% +0.01
PG The Procter & Gamble Co. Add +0.7% 0.11% +0.01
BSCR Invesco Bulletshares 2027 CB Add +0.0% 0.08% +0.01
XOM Exxon Mobil Corp. Add +1.4% 0.17% +0.01
ABT Abbott Laboratories Add +0.1% 0.07% +0.01
SO The Southern Co. Add +5.1% 0.09% +0.01
ABBV Abbvie Inc. Add +0.3% 0.07% +0.00
KO The Coca-Cola Co. Add +0.0% 0.14% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 115$328.1MVTV, VEA, FTSM, IWM, RSP
Q1 2026 109$299.0MVTV, VEA, FTSM, IEF, RSP
Q4 2025 112$345.5MVEA, IAU, VTV, ITOT, IEF
Q3 2025 113$350.0MVEA, IAU, VTV, ITOT, IEF
Q2 2025 112$305.4MVEA, VTV, SHY, IAU, ITOT
Q1 2025 107$311.7MVTV, IEF, TLT, RSP, IAU
Q4 2024 108$300.8MRSP, VBR, VTV, IEF, IWM
Q3 2024 106$338.8MVTV, FTA, VBR, TLT, IEF
Q2 2024 103$282.2MVTV, FTA, SPDN, IEF, RSP
Q1 2024 106$293.3MVTV, RSP, SPDN, FNX, IAU