Kaydan Wealth Management, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Kaydan Wealth Management, Inc. reported 112 stock positions worth $345.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 12.2% of the portfolio, followed by iShares Gold Trust (IAU, 10.1%) and Vanguard Mrngstr Val ETF-Aui (VTV, 9.2%). Compared with Q3 2025, it opened 1 new position, sold out of 2, added to 37 and reduced 34. The biggest buy was First Trust Enh Short Mat FD (FTSM, shares +652%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −98%).

Most Recent 13F
Q2 2026
Location
FENTON, MI
CIK
0001964532
Portfolio Value
$345.5M (Q4 2025)
SEC Filing
0001172661-26-000120 ↗ filed Jan 12, 2026

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 Q3 2025 Q4 2025: $345.5M $345.5M Q4 2025 Q1 2026: $299.0M Q1 2026 Q2 2026: $328.1M Q2 2026

Holdings 112 stocks · $345.5M
VEA Vanguard Ftse Developed ETF 12.15% 672,129 $42.0M Reduce -1.0%
IAU iShares Gold Trust 10.14% 431,597 $35.0M Reduce -3.2%
VTV Vanguard Mrngstr Val ETF-Aui 9.19% 166,336 $31.8M Reduce -1.2%
ITOT iShares Core S&P Total U.S. 8.70% 202,157 $30.1M Reduce -2.0%
IEF iShares 7-10 Year Treasury B 7.51% 269,825 $25.9M Reduce -0.3%
FTSM First Trust Enh Short Mat FD 7.21% 415,493 $24.9M Add +651.8%
RSP Invesco S&P 500 Equal Weight 5.30% 95,685 $18.3M Reduce -0.6%
TLT iShares 20+ Year Treasury BD 3.75% 148,834 $13.0M Add +149.1%
FTA First Trust L C Val Alp 2.23% 89,251 $7.7M Add +0.1%
OEF iShares S&P 100 ETF 1.78% 17,917 $6.1M Add +1.0%
IJH iShares Core S&P Midcap ETF 1.75% 91,465 $6.0M Add +1.9%
VTI VG Morningstar TS MKT ETF-US 1.59% 16,384 $5.5M Reduce -2.5%
IEFA iShares Core MSCI Eafe ETF 1.45% 55,841 $5.0M Add +2.3%
VIG Vanguard Dividend Apprec ETF 1.24% 19,443 $4.3M Add +1.3%
IVV iShares Core S&P 500 ETF 1.23% 6,224 $4.3M Add +1.3%
VUG Vanguard Mrngstar GR ETF-Sui 1.23% 8,708 $4.2M Add +0.1%
QQQ Invesco QQQ Trust Series 1 1.18% 6,650 $4.1M Add +0.6%
IWM iShares Russell 2000 ETF 1.17% 16,438 $4.0M Add +1.0%
FVD First Trust Value Line DVD 1.12% 84,127 $3.9M Add +4.5%
RJF Raymond James Financial Inc. 0.98% 21,175 $3.4M No change
TDIV FT Nasdaq Tech DVD Index FD 0.84% 30,082 $2.9M Add +0.3%
AAPL Apple Inc. 0.80% 10,110 $2.7M Reduce -0.3%
MSFT Microsoft Corp. 0.74% 5,285 $2.6M Add +3.1%
IVW iShares S&P 500 Growth ETF 0.73% 20,437 $2.5M Add +0.1%
DVY iShares Select Dividend ETF 0.65% 15,969 $2.3M Add +3.1%
GM General Motors Co. 0.59% 25,270 $2.1M Add +3.1%
SYK Stryker Corp. 0.58% 5,675 $2.0M No change
IYY iShares Dow Jones U.S. ETF 0.45% 9,285 $1.5M No change
FNX First Trust Mid Cap Core Alp 0.44% 12,168 $1.5M Reduce -3.6%
USMV iShares MSCI USA Min Vol Fac 0.43% 15,597 $1.5M Reduce -4.2%
IYW iShares Ustechnology ETF 0.42% 7,185 $1.4M No change
RDVY First Trust Rising Dividend 0.39% 19,152 $1.3M Add +1.5%
JPM JPMorgan Chase & Co. 0.38% 4,111 $1.3M Reduce -0.2%
XLK SS Technology Select Sector 0.37% 8,811 $1.3M No change
FEX First Trust Large Cap Core A 0.37% 10,683 $1.3M Reduce -1.5%
VXUS Vanguard Total Intl Stock 0.33% 15,065 $1.1M Reduce -3.6%
PRF Invesco Rafi US 1000 ETF 0.29% 21,505 $1.0M No change
OSK Oshkosh Corp. 0.29% 7,988 $1.0M No change
DON Wisdomtree US Midcap Dividen 0.29% 19,212 $991K Reduce -0.6%
DBAW Xtrackers MSCI All World Ex 0.28% 23,828 $982K Reduce -3.6%
IWF iShares Russell 1000 Growth 0.28% 2,047 $969K Reduce -0.1%
FTCS First Trust Capital Strength 0.28% 10,441 $966K Reduce -4.8%
CAT Caterpillar Inc. 0.27% 1,643 $941K No change
QDEF NT Qual Div Def ETF 0.27% 11,480 $929K Add +0.9%
MOAT Vaneck Morningstar Wide Moat 0.26% 8,808 $912K No change
LRGF iShares US Equity Factor ETF 0.25% 12,368 $859K Reduce -4.0%
DE Deere & Co. 0.24% 1,778 $828K Add +156.2%
ORCL Oracle Corp. 0.23% 4,096 $798K Add +0.2%
IEMG iShares Core MSCI Emerging 0.22% 11,556 $777K Reduce -90.1%
DLN Wisdomtree US Largecap Divid 0.22% 8,502 $749K Reduce -0.7%
WMT Walmart Inc. 0.22% 6,720 $749K Reduce -0.3%
GOOG Alphabet Inc. Class C 0.21% 2,366 $742K Reduce -3.5%
MDY State Street SPDR S&P Midcap 0.21% 1,220 $736K No change
BKCG BNY Mellon Con Growth ETF 0.21% 20,193 $735K No change
SDY SS SPDR S&P Dividend ETF 0.19% 4,796 $667K Add +0.2%
JNJ Johnson & Johnson 0.18% 3,033 $628K No change
RSPT Invesco S&P 500 Equal Weight 0.17% 13,228 $602K Reduce -6.0%
XLF SS Financial Select Sector 0.17% 10,759 $589K Reduce -10.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 1,184 $569K No change
SDVY First Trust Smid Cap Rising 0.16% 14,671 $562K Add +9.0%
XOM Exxon Mobil Corp. 0.16% 4,460 $537K No change
AMGN Amgen Inc. 0.15% 1,616 $529K Reduce -0.5%
VIGI Vanguard Int Div App Indx FD 0.15% 5,659 $518K Add +3.9%
FTNT Fortinet Inc. 0.14% 6,238 $495K Reduce -8.9%
GE General Electric filed as GE AEROSPACE 0.14% 1,584 $488K No change
XLV SS Health Care Select Sector 0.13% 3,008 $466K Reduce -11.5%
F Ford Motor Co. filed as FORD MTR CO 0.13% 35,422 $465K Reduce -9.1%
KO The Coca-Cola Co. 0.13% 6,608 $462K Add +0.0%
HD Home Depot Inc. 0.13% 1,314 $452K No change
FV First Trust DW Focus 5 Fund 0.13% 7,183 $452K No change
T AT&T Inc. 0.13% 18,030 $448K Add +0.4%
IMCB iShares Morningstar Mid-Cap 0.13% 5,392 $446K No change
CSX CSX Corp. 0.12% 11,349 $411K No change
IMCG iShares Morningstar Mid-Cap 0.11% 4,950 $395K No change
CSCO Cisco Systems Inc. 0.11% 5,068 $390K No change
MA Mastercard Inc. Class A 0.11% 671 $383K Reduce -0.6%
IJR iShares Core S&P Small-Cap E 0.11% 3,144 $378K Add +0.0%
EFA iShares MSCI Eafe ETF 0.11% 3,811 $366K Add +5.3%
DTE DTE Energy Company 0.10% 2,797 $361K No change
RTX RTX Corp. 0.10% 1,927 $353K No change
CTAS Cintas Corp. 0.10% 1,799 $338K Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 653 $328K No change
NVDA Nvidia Corp. 0.09% 1,696 $316K No change
LMT Lockheed Martin Corp. 0.09% 653 $316K No change
MRK Merck & Co. Inc. 0.09% 2,927 $308K No change
BSCQ Invesco Bulletshares 2026 CB 0.09% 15,434 $302K Add +0.3%
GOOGL Alphabet Inc. Class A 0.09% 965 $302K Add +2.4%
AMZN Amazon.com Inc. 0.08% 1,265 $292K Add +9.3%
CMI Cummins Inc. 0.08% 569 $290K No change
AFL Aflac Inc. 0.08% 2,606 $287K Add +0.0%
ILCG iShares Morningstar Growth E 0.08% 2,750 $286K No change
PG The Procter & Gamble Co. 0.08% 1,994 $286K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.08% 668 $276K Reduce -3.0%
ABBV Abbvie Inc. 0.08% 1,168 $267K Add +0.3%
SO The Southern Co. 0.08% 3,051 $266K Add +0.0%
SHY iShares 1-3 Year Treasury Bo 0.08% 3,164 $262K Reduce -98.4%
TXN Texas Instruments Inc. 0.08% 1,497 $260K Reduce -2.4%
GEV GE Vernova Inc. 0.07% 395 $258K No change
CNI Canadian Natl Railway Co. 0.07% 2,592 $256K No change
SLV iShares Silver Trust 0.07% 3,928 $253K Reduce -98.5%
TNET Trinet Group Inc. 0.07% 4,211 $249K No change
BSCR Invesco Bulletshares 2027 CB 0.07% 12,545 $248K Add +0.4%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.07% 2,405 $246K Add +0.3%
RZG Invesco S&P Smallcap 600 Pur 0.07% 4,445 $242K No change
ABT Abbott Laboratories 0.07% 1,920 $241K Add +0.1%
IYH iShares U.S. Healthcare ETF 0.07% 3,681 $240K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.07% 2,925 $235K No change
EZM Wisdomtree US Midcap Fund 0.07% 3,450 $230K No change
IBB iShares Biotechnology ETF 0.06% 1,304 $220K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 3,939 $217K No change
LMBS First Trust Low Duration Opp 0.06% 4,127 $206K No change
BDJ BlackRock Enhanced Eqty DVD 0.06% 21,513 $204K No change

Portfolio Sells Q3 2025 → Q4 2025
SHY iShares 1-3 Year Treasury Bo Reduce -98.4% 0.08% −4.65
SLV iShares Silver Trust Reduce -98.5% 0.07% −3.04
IEMG iShares Core MSCI Emerging Reduce -90.1% 0.22% −1.96
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −1.94
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.07
FTNT Fortinet Inc. Reduce -8.9% 0.14% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -4.2% 0.43% −0.02
XLF SS Financial Select Sector Reduce -10.3% 0.17% −0.01
FTCS First Trust Capital Strength Reduce -4.8% 0.28% −0.01
FNX First Trust Mid Cap Core Alp Reduce -3.6% 0.44% −0.01
CTAS Cintas Corp. Reduce -0.1% 0.10% −0.01
LRGF iShares US Equity Factor ETF Reduce -4.0% 0.25% −0.01
TXN Texas Instruments Inc. Reduce -2.4% 0.08% −0.01
RSPT Invesco S&P 500 Equal Weight Reduce -6.0% 0.17% −0.01
DON Wisdomtree US Midcap Dividen Reduce -0.6% 0.29% −0.00
XLV SS Health Care Select Sector Reduce -11.5% 0.13% −0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -3.0% 0.08% +0.00
VXUS Vanguard Total Intl Stock Reduce -3.6% 0.33% +0.00
MA Mastercard Inc. Class A Reduce -0.6% 0.11% +0.00
F Ford Motor Co. Reduce -9.1% 0.13% +0.00
DLN Wisdomtree US Largecap Divid Reduce -0.7% 0.22% +0.00
FEX First Trust Large Cap Core A Reduce -1.5% 0.37% +0.01
DBAW Xtrackers MSCI All World Ex Reduce -3.6% 0.28% +0.01
IWF iShares Russell 1000 Growth Reduce -0.1% 0.28% +0.01
JPM JPMorgan Chase & Co. Reduce -0.2% 0.38% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -2.5% 1.59% +0.01
WMT Walmart Inc. Reduce -0.3% 0.22% +0.02
AMGN Amgen Inc. Reduce -0.5% 0.15% +0.02
GOOG Alphabet Inc. Class C Reduce -3.5% 0.21% +0.04
IEF iShares 7-10 Year Treasury B Reduce -0.3% 7.51% +0.05
AAPL Apple Inc. Reduce -0.3% 0.80% +0.06
RSP Invesco S&P 500 Equal Weight Reduce -0.6% 5.30% +0.09
ITOT iShares Core S&P Total U.S. Reduce -2.0% 8.70% +0.12
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.2% 9.19% +0.22
VEA Vanguard Ftse Developed ETF Reduce -1.0% 12.15% +0.54
IAU iShares Gold Trust Reduce -3.2% 10.14% +0.87

Portfolio Buys Q3 2025 → Q4 2025
FTSM First Trust Enh Short Mat FD Add +651.8% 7.21% +6.26
TLT iShares 20+ Year Treasury BD Add +149.1% 3.75% +2.23
GM General Motors Co. Add +3.1% 0.59% +0.17
DE Deere & Co. Add +156.2% 0.24% +0.15
FTA First Trust L C Val Alp Add +0.1% 2.23% +0.10
OEF iShares S&P 100 ETF Add +1.0% 1.78% +0.09
IEFA iShares Core MSCI Eafe ETF Add +2.3% 1.45% +0.08
IJH iShares Core S&P Midcap ETF Add +1.9% 1.75% +0.07
IBB iShares Biotechnology ETF New 0.06% +0.06
IVV iShares Core S&P 500 ETF Add +1.3% 1.23% +0.06
FVD First Trust Value Line DVD Add +4.5% 1.12% +0.06
VIG Vanguard Dividend Apprec ETF Add +1.3% 1.24% +0.05
QQQ Invesco QQQ Trust Series 1 Add +0.6% 1.18% +0.05
IWM iShares Russell 2000 ETF Add +1.0% 1.17% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 1.23% +0.04
IVW iShares S&P 500 Growth ETF Add +0.1% 0.73% +0.02
DVY iShares Select Dividend ETF Add +3.1% 0.65% +0.02
RDVY First Trust Rising Dividend Add +1.5% 0.39% +0.02
GOOGL Alphabet Inc. Class A Add +2.4% 0.09% +0.02
SDVY First Trust Smid Cap Rising Add +9.0% 0.16% +0.02
AMZN Amazon.com Inc. Add +9.3% 0.08% +0.01
VIGI Vanguard Int Div App Indx FD Add +3.9% 0.15% +0.01
EFA iShares MSCI Eafe ETF Add +5.3% 0.11% +0.01
QDEF NT Qual Div Def ETF Add +0.9% 0.27% +0.01
KO The Coca-Cola Co. Add +0.0% 0.13% +0.01
IJR iShares Core S&P Small-Cap E Add +0.0% 0.11% +0.00
SDY SS SPDR S&P Dividend ETF Add +0.2% 0.19% +0.00
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd Add +0.3% 0.07% +0.00
BSCQ Invesco Bulletshares 2026 CB Add +0.3% 0.09% +0.00
BSCR Invesco Bulletshares 2027 CB Add +0.4% 0.07% +0.00
ABBV Abbvie Inc. Add +0.3% 0.08% +0.00
AFL Aflac Inc. Add +0.0% 0.08% 0.00
TDIV FT Nasdaq Tech DVD Index FD Add +0.3% 0.84% −0.00
ABT Abbott Laboratories Add +0.1% 0.07% −0.00
SO The Southern Co. Add +0.0% 0.08% −0.01
T AT&T Inc. Add +0.4% 0.13% −0.02
MSFT Microsoft Corp. Add +3.1% 0.74% −0.02
ORCL Oracle Corp. Add +0.2% 0.23% −0.10

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