Kaydan Wealth Management, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Kaydan Wealth Management, Inc. reported 113 stock positions worth $350.0 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 11.6% of the portfolio, followed by iShares Gold Trust (IAU, 9.3%) and Vanguard Mrngstr Val ETF-Aui (VTV, 9.0%). Compared with Q2 2025, it opened 7 new positions, sold out of 6, added to 35 and reduced 38. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +89%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −35%).

Most Recent 13F
Q2 2026
Location
FENTON, MI
CIK
0001964532
Portfolio Value
$350.0M (Q3 2025)
SEC Filing
0001172661-25-004310 ↗ filed Oct 17, 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 Q4 2024 Q1 2025: $311.7M Q1 2025 Q2 2025: $305.4M Q2 2025 Q3 2025: $350.0M $350.0M Q3 2025 Q4 2025: $345.5M Q4 2025 Q1 2026: $299.0M Q1 2026 Q2 2026: $328.1M Q2 2026

Holdings 113 stocks · $350.0M
VEA Vanguard Ftse Developed ETF 11.62% 678,621 $40.7M Reduce -2.3%
IAU iShares Gold Trust 9.27% 446,063 $32.5M Add +24.2%
VTV Vanguard Mrngstr Val ETF-Aui 8.97% 168,421 $31.4M Add +1.3%
ITOT iShares Core S&P Total U.S. 8.58% 206,197 $30.0M Add +31.2%
IEF iShares 7-10 Year Treasury B 7.46% 270,776 $26.1M Add +89.3%
RSP Invesco S&P 500 Equal Weight 5.22% 96,251 $18.3M Reduce -3.2%
SHY iShares 1-3 Year Treasury Bo 4.73% 199,544 $16.6M Reduce -34.9%
SLV iShares Silver Trust 3.11% 257,273 $10.9M Reduce -46.0%
IEMG iShares Core MSCI Emerging 2.19% 116,211 $7.7M Add +1075.4%
FTA First Trust L C Val Alp 2.12% 89,144 $7.4M Reduce -2.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.94% 23,130 $6.8M New
OEF iShares S&P 100 ETF 1.69% 17,745 $5.9M Add +10.1%
IJH iShares Core S&P Midcap ETF 1.67% 89,759 $5.9M Add +9.4%
VTI VG Morningstar TS MKT ETF-US 1.58% 16,811 $5.5M Reduce -3.3%
TLT iShares 20+ Year Treasury BD 1.53% 59,744 $5.3M Reduce -2.0%
IEFA iShares Core MSCI Eafe ETF 1.36% 54,568 $4.8M Add +10.4%
VUG Vanguard Mrngstar GR ETF-Sui 1.19% 8,699 $4.2M Add +6.8%
VIG Vanguard Dividend Apprec ETF 1.18% 19,195 $4.1M Add +0.4%
IVV iShares Core S&P 500 ETF 1.17% 6,143 $4.1M Add +4.3%
QQQ Invesco QQQ Trust Series 1 1.13% 6,610 $4.0M Reduce -2.8%
IWM iShares Russell 2000 ETF 1.13% 16,275 $3.9M Add +6.0%
FVD First Trust Value Line DVD 1.06% 80,475 $3.7M Reduce -2.0%
RJF Raymond James Financial Inc. 1.04% 21,175 $3.7M No change
FTSM First Trust Enh Short Mat FD 0.95% 55,270 $3.3M Add +11.7%
TDIV FT Nasdaq Tech DVD Index FD 0.84% 29,988 $3.0M Add +1.8%
MSFT Microsoft Corp. 0.76% 5,124 $2.7M Reduce -2.0%
AAPL Apple Inc. 0.74% 10,143 $2.6M Reduce -2.1%
IVW iShares S&P 500 Growth ETF 0.70% 20,425 $2.5M Add +0.3%
DVY iShares Select Dividend ETF 0.63% 15,488 $2.2M Add +0.1%
SYK Stryker Corp. 0.60% 5,675 $2.1M No change
FNX First Trust Mid Cap Core Alp 0.45% 12,626 $1.6M Reduce -1.7%
USMV iShares MSCI USA Min Vol Fac 0.44% 16,272 $1.5M Reduce -4.2%
IYY iShares Dow Jones U.S. ETF 0.43% 9,285 $1.5M Add +0.1%
GM General Motors Co. 0.43% 24,517 $1.5M Reduce -2.5%
IYW iShares Ustechnology ETF 0.40% 7,185 $1.4M No change
JPM JPMorgan Chase & Co. 0.37% 4,118 $1.3M Add +0.3%
RDVY First Trust Rising Dividend 0.36% 18,877 $1.3M Add +0.3%
FEX First Trust Large Cap Core A 0.36% 10,841 $1.3M Reduce -2.2%
XLK SS Technology Select Sector 0.35% 4,403 $1.2M Add +0.5%
ORCL Oracle Corp. 0.33% 4,086 $1.1M No change
VXUS Vanguard Total Intl Stock 0.33% 15,636 $1.1M Reduce -0.1%
OSK Oshkosh Corp. 0.30% 7,988 $1.0M No change
FTCS First Trust Capital Strength 0.29% 10,971 $1.0M Reduce -2.2%
DON Wisdomtree US Midcap Dividen 0.29% 19,336 $1.0M Reduce -0.6%
DBAW Xtrackers MSCI All World Ex 0.28% 24,726 $974K Reduce -2.5%
PRF Invesco Rafi US 1000 ETF 0.28% 21,505 $972K Reduce -7.9%
IWF iShares Russell 1000 Growth 0.27% 2,048 $959K No change
QDEF NT Qual Div Def ETF 0.26% 11,376 $910K Add +0.6%
LRGF iShares US Equity Factor ETF 0.25% 12,877 $890K Reduce -0.6%
MOAT Vaneck Morningstar Wide Moat 0.25% 8,808 $873K No change
CAT Caterpillar Inc. 0.22% 1,643 $784K No change
DLN Wisdomtree US Largecap Divid 0.21% 8,565 $745K Reduce -0.3%
MDY State Street SPDR S&P Midcap 0.21% 1,220 $727K No change
BKCG BNY Mellon Con Growth ETF 0.21% 20,193 $720K No change
WMT Walmart Inc. 0.20% 6,740 $695K Reduce -0.2%
SDY SS SPDR S&P Dividend ETF 0.19% 4,786 $670K Reduce -0.1%
XLF SS Financial Select Sector 0.18% 11,998 $646K No change
RSPT Invesco S&P 500 Equal Weight 0.18% 14,071 $627K Reduce -5.0%
GOOG Alphabet Inc. Class C 0.17% 2,452 $597K Reduce -5.3%
FTNT Fortinet Inc. 0.16% 6,847 $576K Reduce -0.4%
JNJ Johnson & Johnson 0.16% 3,033 $562K Reduce -0.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 1,184 $549K No change
HD Home Depot Inc. 0.15% 1,314 $532K Add +0.1%
SDVY First Trust Smid Cap Rising 0.15% 13,463 $512K Add +9.9%
T AT&T Inc. 0.14% 17,959 $507K Add +0.3%
XOM Exxon Mobil Corp. 0.14% 4,460 $503K Reduce -2.9%
VIGI Vanguard Int Div App Indx FD 0.14% 5,447 $488K Add +1.9%
GE General Electric filed as GE AEROSPACE 0.14% 1,584 $476K New
XLV SS Health Care Select Sector 0.14% 3,399 $473K Add +0.4%
F Ford Motor Co. filed as FORD MTR CO 0.13% 38,986 $466K Reduce -16.9%
AMGN Amgen Inc. 0.13% 1,624 $458K No change
IMCB iShares Morningstar Mid-Cap 0.13% 5,392 $448K No change
FV First Trust DW Focus 5 Fund 0.13% 7,183 $445K No change
KO The Coca-Cola Co. 0.13% 6,607 $438K Add +0.3%
IMCG iShares Morningstar Mid-Cap 0.12% 4,950 $410K No change
CSX CSX Corp. 0.12% 11,349 $403K No change
DTE DTE Energy Company 0.11% 2,797 $396K No change
MA Mastercard Inc. Class A 0.11% 675 $384K No change
IJR iShares Core S&P Small-Cap E 0.11% 3,143 $373K Reduce -5.3%
CTAS Cintas Corp. 0.11% 1,800 $369K New
CSCO Cisco Systems Inc. 0.10% 5,068 $347K No change
EFA iShares MSCI Eafe ETF 0.10% 3,620 $338K Reduce -7.8%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 653 $328K No change
LMT Lockheed Martin Corp. 0.09% 653 $326K Reduce -0.3%
RTX RTX Corp. 0.09% 1,927 $322K No change
DE Deere & Co. 0.09% 694 $317K Add +0.7%
NVDA Nvidia Corp. 0.09% 1,696 $316K Add +0.4%
PG The Procter & Gamble Co. 0.09% 1,994 $306K Add +0.3%
BSCQ Invesco Bulletshares 2026 CB 0.09% 15,385 $301K No change
AFL Aflac Inc. 0.08% 2,605 $291K Reduce -0.0%
SO The Southern Co. 0.08% 3,050 $289K Reduce -2.0%
ILCG iShares Morningstar Growth E 0.08% 2,750 $287K No change
TXN Texas Instruments Inc. 0.08% 1,534 $282K No change
TNET Trinet Group Inc. 0.08% 4,211 $282K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.08% 689 $277K Reduce -2.7%
ABBV Abbvie Inc. 0.08% 1,164 $270K Add +0.4%
ABT Abbott Laboratories 0.07% 1,918 $257K Add +1.1%
AMZN Amazon.com Inc. 0.07% 1,157 $254K Reduce -8.7%
BSCR Invesco Bulletshares 2027 CB 0.07% 12,490 $246K Add +0.0%
MRK Merck & Co. Inc. 0.07% 2,927 $246K Add +0.7%
CNI Canadian Natl Railway Co. 0.07% 2,592 $244K No change
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.07% 2,397 $244K No change
GEV GE Vernova Inc. 0.07% 395 $243K New
RZG Invesco S&P Smallcap 600 Pur 0.07% 4,445 $242K No change
CMI Cummins Inc. 0.07% 569 $240K New
BSCP Invesco Bulletshares 2025 CB 0.07% 11,520 $238K Add +0.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.07% 2,925 $229K No change
GOOGL Alphabet Inc. Class A 0.07% 942 $229K New
EZM Wisdomtree US Midcap Fund 0.07% 3,450 $227K No change
IYH iShares U.S. Healthcare ETF 0.06% 3,681 $216K No change
LMBS First Trust Low Duration Opp 0.06% 4,127 $205K Reduce -5.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 3,939 $203K New
BDJ BlackRock Enhanced Eqty DVD 0.06% 21,513 $196K No change

Portfolio Sells Q2 2025 → Q3 2025
SHY iShares 1-3 Year Treasury Bo Reduce -34.9% 4.73% −3.59
SLV iShares Silver Trust Reduce -46.0% 3.11% −2.00
VEA Vanguard Ftse Developed ETF Reduce -2.3% 11.62% −1.35
RSP Invesco S&P 500 Equal Weight Reduce -3.2% 5.22% −0.70
TLT iShares 20+ Year Treasury BD Reduce -2.0% 1.53% −0.24
FTA First Trust L C Val Alp Reduce -2.3% 2.12% −0.23
VTI VG Morningstar TS MKT ETF-US Reduce -3.3% 1.58% −0.15
FVD First Trust Value Line DVD Reduce -2.0% 1.06% −0.14
QQQ Invesco QQQ Trust Series 1 Reduce -2.8% 1.13% −0.09
MSFT Microsoft Corp. Reduce -2.0% 0.76% −0.09
USMV iShares MSCI USA Min Vol Fac Reduce -4.2% 0.44% −0.08
FMB First Trust Managed Municipa Sold out 0.00% −0.08
PM Philip Morris International Sold out 0.00% −0.07
CI The Cigna Group Sold out 0.00% −0.07
FTNT Fortinet Inc. Reduce -0.4% 0.16% −0.07
TRI Thomson Reuters Corp. Sold out 0.00% −0.07
DIS The Walt Disney Co. Sold out 0.00% −0.07
UNH Unitedhealth Group Inc. Sold out 0.00% −0.07
PRF Invesco Rafi US 1000 ETF Reduce -7.9% 0.28% −0.05
FTCS First Trust Capital Strength Reduce -2.2% 0.29% −0.04
FEX First Trust Large Cap Core A Reduce -2.2% 0.36% −0.04
F Ford Motor Co. Reduce -16.9% 0.13% −0.03
FNX First Trust Mid Cap Core Alp Reduce -1.7% 0.45% −0.03
DON Wisdomtree US Midcap Dividen Reduce -0.6% 0.29% −0.03
VXUS Vanguard Total Intl Stock Reduce -0.1% 0.33% −0.03
DBAW Xtrackers MSCI All World Ex Reduce -2.5% 0.28% −0.03
SDY SS SPDR S&P Dividend ETF Reduce -0.1% 0.19% −0.02
RSPT Invesco S&P 500 Equal Weight Reduce -5.0% 0.18% −0.02
XOM Exxon Mobil Corp. Reduce -2.9% 0.14% −0.02
AMZN Amazon.com Inc. Reduce -8.7% 0.07% −0.02
EFA iShares MSCI Eafe ETF Reduce -7.8% 0.10% −0.02
DLN Wisdomtree US Largecap Divid Reduce -0.3% 0.21% −0.02
LRGF iShares US Equity Factor ETF Reduce -0.6% 0.25% −0.02
WMT Walmart Inc. Reduce -0.2% 0.20% −0.02
IJR iShares Core S&P Small-Cap E Reduce -5.3% 0.11% −0.01
LMBS First Trust Low Duration Opp Reduce -5.2% 0.06% −0.01
SO The Southern Co. Reduce -2.0% 0.08% −0.01
AFL Aflac Inc. Reduce -0.0% 0.08% −0.01
LMT Lockheed Martin Corp. Reduce -0.3% 0.09% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -2.7% 0.08% −0.01
JNJ Johnson & Johnson Reduce -0.2% 0.16% +0.01
GOOG Alphabet Inc. Class C Reduce -5.3% 0.17% +0.02
GM General Motors Co. Reduce -2.5% 0.43% +0.02
AAPL Apple Inc. Reduce -2.1% 0.74% +0.04

Portfolio Buys Q2 2025 → Q3 2025
IEF iShares 7-10 Year Treasury B Add +89.3% 7.46% +2.98
IEMG iShares Core MSCI Emerging Add +1075.4% 2.19% +1.99
VO Vngrd Mrngstr MD-Cap ETF-Usd New 1.94% +1.94
IAU iShares Gold Trust Add +24.2% 9.27% +1.94
ITOT iShares Core S&P Total U.S. Add +31.2% 8.58% +1.63
GE General Electric New 0.14% +0.14
CTAS Cintas Corp. New 0.11% +0.11
OEF iShares S&P 100 ETF Add +10.1% 1.69% +0.08
GEV GE Vernova Inc. New 0.07% +0.07
CMI Cummins Inc. New 0.07% +0.07
GOOGL Alphabet Inc. Class A New 0.07% +0.07
BAC Bank of America Corp. New 0.06% +0.06
IWM iShares Russell 2000 ETF Add +6.0% 1.13% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +6.8% 1.19% +0.02
IEFA iShares Core MSCI Eafe ETF Add +10.4% 1.36% +0.01
IJH iShares Core S&P Midcap ETF Add +9.4% 1.67% +0.01
ABBV Abbvie Inc. Add +0.4% 0.08% +0.01
SDVY First Trust Smid Cap Rising Add +9.9% 0.15% +0.00
NVDA Nvidia Corp. Add +0.4% 0.09% +0.00
MRK Merck & Co. Inc. Add +0.7% 0.07% −0.01
HD Home Depot Inc. Add +0.1% 0.15% −0.01
XLK SS Technology Select Sector Add +0.5% 0.35% −0.01
BSCP Invesco Bulletshares 2025 CB Add +0.0% 0.07% −0.01
BSCR Invesco Bulletshares 2027 CB Add +0.0% 0.07% −0.01
ABT Abbott Laboratories Add +1.1% 0.07% −0.01
QDEF NT Qual Div Def ETF Add +0.6% 0.26% −0.01
XLV SS Health Care Select Sector Add +0.4% 0.14% −0.01
PG The Procter & Gamble Co. Add +0.3% 0.09% −0.02
VIGI Vanguard Int Div App Indx FD Add +1.9% 0.14% −0.02
JPM JPMorgan Chase & Co. Add +0.3% 0.37% −0.02
IVV iShares Core S&P 500 ETF Add +4.3% 1.17% −0.02
RDVY First Trust Rising Dividend Add +0.3% 0.36% −0.02
DE Deere & Co. Add +0.7% 0.09% −0.02
FTSM First Trust Enh Short Mat FD Add +11.7% 0.95% −0.02
T AT&T Inc. Add +0.3% 0.14% −0.02
TDIV FT Nasdaq Tech DVD Index FD Add +1.8% 0.84% −0.02
IYY iShares Dow Jones U.S. ETF Add +0.1% 0.43% −0.03
KO The Coca-Cola Co. Add +0.3% 0.13% −0.03
IVW iShares S&P 500 Growth ETF Add +0.3% 0.70% −0.03
DVY iShares Select Dividend ETF Add +0.1% 0.63% −0.04
VIG Vanguard Dividend Apprec ETF Add +0.4% 1.18% −0.10
VTV Vanguard Mrngstr Val ETF-Aui Add +1.3% 8.97% −0.65

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