KDT Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), KDT Advisors, LLC reported 67 stock positions worth $62.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.2% of the portfolio, followed by Microsoft (MSFT, 9.6%) and Apple (AAPL, 6.2%). Compared with Q1 2025, it opened 8 new positions, sold out of 14, added to 10 and reduced 18. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale an exit from Howmet Aerospace (HWM).

Most Recent 13F
Q2 2026
Location
PRINCETON, NJ
CIK
0002054458
Portfolio Value
$62.0M (Q2 2025)
SEC Filing
0001172661-25-002888 ↗ filed Aug 5, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $68.1M Q4 2024 Q1 2025: $68.0M Q1 2025 Q2 2025: $62.0M $62.0M Q2 2025 Q3 2025: $68.3M Q3 2025 Q4 2025: $71.3M Q4 2025 Q1 2026: $62.8M Q1 2026 Q2 2026: $72.3M Q2 2026

Holdings 67 stocks · $62.0M
VOO Vanguard S&P 500 ETF 13.16% 14,360 $8.2M Reduce -0.0%
MSFT Microsoft Corp. 9.58% 11,929 $5.9M Reduce -1.8%
AAPL Apple Inc. 6.22% 18,785 $3.9M Reduce -5.0%
VYM Vanguard High DVD Yield ETF 5.92% 27,539 $3.7M No change
BRK.B Berkshire Hathaway Inc. Class B 3.61% 4,608 $2.2M Reduce -25.8%
VIG Vanguard Dividend Apprec ETF 3.28% 9,940 $2.0M No change
GOOGL Alphabet Inc. Class A 3.17% 11,130 $2.0M No change
NVDA Nvidia Corp. 2.22% 8,712 $1.4M No change
V Visa Inc. Class A 2.21% 3,862 $1.4M No change
ORCL Oracle Corp. 2.18% 6,173 $1.3M Reduce -8.9%
PG The Procter & Gamble Co. 2.15% 8,379 $1.3M Reduce -15.2%
XOM Exxon Mobil Corp. 1.84% 10,574 $1.1M Add +4.8%
JPM JPMorgan Chase & Co. 1.74% 3,712 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 1.65% 3,360 $1.0M New
UNP Union Pacific Corp. 1.53% 4,114 $947K Add +0.1%
META Meta Platforms Inc. Class A 1.50% 1,262 $931K Add +8.6%
HON Honeywell International Inc. 1.44% 3,829 $892K No change
JNJ Johnson & Johnson 1.39% 5,638 $861K No change
GS Goldman Sachs Group Inc. 1.30% 1,138 $805K No change
QCOM Qualcomm Inc. 1.30% 5,043 $803K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 1.26% 4,010 $782K No change
APH Amphenol Corp. Class A 1.17% 7,310 $722K No change
APD Air Products & Chemicals Inc. 1.15% 2,530 $714K No change
CSCO Cisco Systems Inc. 1.15% 10,283 $713K Reduce -32.7%
ZTS Zoetis Inc. 1.15% 4,559 $711K Add +4.3%
ADP Automatic Data Processing 1.08% 2,177 $671K Add +4.2%
INTU Intuit Inc. 1.07% 840 $662K No change
PM Philip Morris International 1.04% 3,554 $647K No change
AMZN Amazon.com Inc. 0.99% 2,804 $615K Reduce -26.1%
CVX Chevron Corp. 0.94% 4,062 $582K Reduce -32.9%
GLW Corning Inc. 0.91% 10,740 $565K Reduce -70.0%
ABBV Abbvie Inc. 0.90% 3,019 $560K No change
VEU Vanguard Ftse All-World Ex-U 0.87% 8,059 $542K No change
URTH iShares MSCI World ETF 0.85% 3,100 $525K No change
ABT Abbott Laboratories 0.84% 3,847 $523K Add +0.4%
VGK Vanguard Ftse Europe ETF 0.84% 6,750 $523K New
LEN Lennar Corp. Class A 0.81% 4,531 $501K No change
PLTR Palantir Technologies Inc. Class A 0.79% 3,600 $491K Reduce -50.0%
MRK Merck & Co. Inc. 0.76% 5,926 $469K No change
MCD McDonald's Corp. 0.74% 1,573 $460K No change
TSM Taiwan Semiconductor-SP ADR 0.69% 1,890 $428K Reduce -19.6%
TRI Thomson Reuters Corp. 0.66% 2,043 $411K Reduce -48.8%
MRP Millrose Properties 0.61% 13,362 $381K Reduce -41.1%
SBUX Starbucks Corp. 0.61% 4,133 $379K No change
MDLZ Mondelez International Inc. Class A 0.61% 5,567 $375K No change
MO Altria Group Inc. 0.59% 6,245 $366K No change
KMB Kimberly-Clark Corp. 0.57% 2,740 $353K No change
WMT Walmart Inc. 0.57% 3,600 $352K New
RIO Rio Tinto PLC-Spon ADR 0.56% 5,960 $348K No change
GLD SPDR Gold Shares 0.54% 1,104 $337K No change
ASML ASML Holding NV-NY Reg SHS 0.54% 418 $334K New
PEP Pepsico Inc. 0.50% 2,365 $312K Add +17.4%
CRM Salesforce Inc. 0.49% 1,117 $305K Add +15.5%
GEV GE Vernova Inc. 0.49% 575 $304K Reduce -74.7%
NKE Nike Inc. Class B 0.46% 4,010 $285K Reduce -5.9%
NFLX Netflix Inc. 0.45% 210 $281K New
VLO Valero Energy Corp. 0.45% 2,085 $280K No change
IXUS iShares Core Intl Stock ETF 0.45% 3,570 $276K No change
GOOG Alphabet Inc. Class C 0.41% 1,448 $257K No change
OKE Oneok Inc. 0.40% 3,050 $249K Reduce -39.6%
CAT Caterpillar Inc. 0.40% 640 $248K New
EQIX Equinix Inc. 0.40% 310 $247K Add +0.3%
HD Home Depot Inc. 0.39% 664 $243K Add +0.5%
NEE Nextera Energy Inc. 0.36% 3,223 $224K New
ANET Arista Networks Inc. 0.36% 2,175 $223K New
ECL Ecolab Inc. 0.35% 800 $216K No change
UNH Unitedhealth Group Inc. 0.34% 685 $214K Reduce -0.3%

Portfolio Sells Q1 2025 → Q2 2025
HWM Howmet Aerospace Inc. Sold out 0.00% −1.96
T AT&T Inc. Sold out 0.00% −1.66
THC Tenet Healthcare Corp. Sold out 0.00% −1.58
GLW Corning Inc. Reduce -70.0% 0.91% −1.49
BRK.B Berkshire Hathaway Inc. Class B Reduce -25.8% 3.61% −1.25
GE General Electric Sold out 0.00% −1.14
C Citigroup Inc. Sold out 0.00% −1.09
WFC Wells Fargo & Co. Sold out 0.00% −1.06
UAE iShares MSCI Uae ETF Sold out 0.00% −0.87
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.78
AEF Abrdn Emerging Markets Ex CH Sold out 0.00% −0.73
IFN Aberdeen India Fund Inc. Sold out 0.00% −0.70
CVX Chevron Corp. Reduce -32.9% 0.94% −0.55
GEV GE Vernova Inc. Reduce -74.7% 0.49% −0.53
GEHC GE Healthcare Technology Sold out 0.00% −0.36
TRI Thomson Reuters Corp. Reduce -48.8% 0.66% −0.35
OKE Oneok Inc. Reduce -39.6% 0.40% −0.33
AA Alcoa Corp. Sold out 0.00% −0.32
PG The Procter & Gamble Co. Reduce -15.2% 2.15% −0.32
AMGN Amgen Inc. Sold out 0.00% −0.30
MRP Millrose Properties Reduce -41.1% 0.61% −0.27
CSCO Cisco Systems Inc. Reduce -32.7% 1.15% −0.24
AAPL Apple Inc. Reduce -5.0% 6.22% −0.23
UNH Unitedhealth Group Inc. Reduce -0.3% 0.34% −0.18
AGNC AGNC Investment Corp. Sold out 0.00% −0.15
PLTR Palantir Technologies Inc. Class A Reduce -50.0% 0.79% −0.10
AMZN Amazon.com Inc. Reduce -26.1% 0.99% −0.07
NKE Nike Inc. Class B Reduce -5.9% 0.46% +0.06
TSM Taiwan Semiconductor-SP ADR Reduce -19.6% 0.69% +0.12
ORCL Oracle Corp. Reduce -8.9% 2.18% +0.79
VOO Vanguard S&P 500 ETF Reduce -0.0% 13.16% +2.31
MSFT Microsoft Corp. Reduce -1.8% 9.58% +2.87

Portfolio Buys Q1 2025 → Q2 2025
VTI VG Morningstar TS MKT ETF-US New 1.65% +1.65
VGK Vanguard Ftse Europe ETF New 0.84% +0.84
WMT Walmart Inc. New 0.57% +0.57
ASML ASML Holding NV-NY Reg SHS New 0.54% +0.54
META Meta Platforms Inc. Class A Add +8.6% 1.50% +0.52
NFLX Netflix Inc. New 0.45% +0.45
CAT Caterpillar Inc. New 0.40% +0.40
NEE Nextera Energy Inc. New 0.36% +0.36
ANET Arista Networks Inc. New 0.36% +0.36
ADP Automatic Data Processing Add +4.2% 1.08% +0.15
CRM Salesforce Inc. Add +15.5% 0.49% +0.11
UNP Union Pacific Corp. Add +0.1% 1.53% +0.10
ABT Abbott Laboratories Add +0.4% 0.84% +0.10
ZTS Zoetis Inc. Add +4.3% 1.15% +0.09
XOM Exxon Mobil Corp. Add +4.8% 1.84% +0.07
PEP Pepsico Inc. Add +17.4% 0.50% +0.06
HD Home Depot Inc. Add +0.5% 0.39% +0.04
EQIX Equinix Inc. Add +0.3% 0.40% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 73$72.3MVOO, AAPL, VYM, GOOGL, MSFT
Q1 2026 69$62.8MVOO, AAPL, VYM, GOOGL, MSFT
Q4 2025 70$71.3MVOO, AAPL, MSFT, VYM, GOOGL
Q3 2025Amended 66$68.3MVOO, AAPL, MSFT, VYM, SHV
Q2 2025 67$62.0MVOO, MSFT, AAPL, VYM, BRK.B
Q1 2025 73$68.0MVOO, MSFT, AAPL, VYM, BRK.B
Q4 2024 72$68.1MVOO, MSFT, AAPL, VYM, BRK.B