KDT Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), KDT Advisors, LLC reported 66 stock positions worth $68.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.9% of the portfolio, followed by Apple (AAPL, 6.6%) and Microsoft (MSFT, 6.1%). Compared with Q2 2025, it opened 7 new positions, sold out of 8, added to 16 and reduced 29. The biggest buy was a new position in iShares 0-1 Year Treasury Bo (SHV) and the biggest sale Microsoft (MSFT, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- PRINCETON, NJ
- CIK
- 0002054458
- Portfolio Value
- $68.3M (Q3 2025)
- SEC Filing
- 0001172661-25-005199 ↗ filed Nov 17, 2025
Holdings Value
Holdings 66 stocks · $68.3M
| VOO Vanguard S&P 500 ETF | 12.87% | 14,354 | $8.8M | Reduce -0.0% |
| AAPL Apple Inc. | 6.64% | 17,812 | $4.5M | Reduce -5.2% |
| MSFT Microsoft Corp. | 6.07% | 8,008 | $4.1M | Reduce -32.9% |
| VYM Vanguard High DVD Yield ETF | 5.68% | 27,539 | $3.9M | No change |
| SHV iShares 0-1 Year Treasury Bo | 4.89% | 30,213 | $3.3M | New |
| GOOGL Alphabet Inc. Class A | 4.28% | 12,032 | $2.9M | Add +8.1% |
| VIG Vanguard Dividend Apprec ETF | 3.14% | 9,940 | $2.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.95% | 4,014 | $2.0M | Reduce -12.9% |
| ORCL Oracle Corp. | 2.52% | 6,130 | $1.7M | Reduce -0.7% |
| NVDA Nvidia Corp. | 2.36% | 8,637 | $1.6M | Reduce -0.9% |
| V Visa Inc. Class A | 1.87% | 3,750 | $1.3M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 1.71% | 3,712 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 1.68% | 10,174 | $1.1M | Reduce -3.8% |
| PG The Procter & Gamble Co. | 1.62% | 7,179 | $1.1M | Reduce -14.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.61% | 3,360 | $1.1M | No change |
| GS Goldman Sachs Group Inc. | 1.41% | 1,210 | $964K | Add +6.3% |
| META Meta Platforms Inc. Class A | 1.39% | 1,291 | $948K | Add +2.3% |
| JNJ Johnson & Johnson | 1.33% | 4,897 | $908K | Reduce -13.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.22% | 15,725 | $834K | New |
| VGSH Vanguard Short-Term Treasury | 1.21% | 14,080 | $829K | New |
| SHY iShares 1-3 Year Treasury Bo | 1.21% | 9,980 | $828K | New |
| UNP Union Pacific Corp. | 1.21% | 3,491 | $825K | Reduce -15.1% |
| AMZN Amazon.com Inc. | 1.19% | 3,708 | $814K | Add +32.2% |
| ADP Automatic Data Processing | 1.15% | 2,679 | $786K | Add +23.1% |
| APH Amphenol Corp. Class A | 1.13% | 6,250 | $773K | Reduce -14.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.12% | 3,650 | $762K | Reduce -9.0% |
| HON Honeywell International Inc. | 1.06% | 3,449 | $726K | Reduce -9.9% |
| ZTS Zoetis Inc. | 1.04% | 4,876 | $713K | Add +7.0% |
| CVX Chevron Corp. | 0.99% | 4,357 | $677K | Add +7.3% |
| PLTR Palantir Technologies Inc. Class A | 0.96% | 3,600 | $657K | No change |
| QCOM Qualcomm Inc. | 0.93% | 3,826 | $636K | Reduce -24.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 2,193 | $612K | Add +16.0% |
| APD Air Products & Chemicals Inc. | 0.88% | 2,207 | $602K | Reduce -12.8% |
| SGOV iShares 0-3 Month Treasury B | 0.87% | 5,900 | $594K | New |
| LEN Lennar Corp. Class A | 0.86% | 4,654 | $587K | Add +2.7% |
| GLW Corning Inc. | 0.85% | 7,055 | $579K | Reduce -34.3% |
| PM Philip Morris International | 0.84% | 3,554 | $576K | No change |
| INTU Intuit Inc. | 0.84% | 840 | $574K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.84% | 8,000 | $571K | Reduce -0.7% |
| URTH iShares MSCI World ETF | 0.82% | 3,100 | $563K | No change |
| VGK Vanguard Ftse Europe ETF | 0.79% | 6,750 | $539K | No change |
| CSCO Cisco Systems Inc. | 0.75% | 7,533 | $515K | Reduce -26.7% |
| MCD McDonald's Corp. | 0.75% | 1,695 | $515K | Add +7.8% |
| MRK Merck & Co. Inc. | 0.73% | 5,926 | $497K | No change |
| TTE Totalenergies SE -Spon ADR | 0.72% | 8,200 | $489K | New |
| ABT Abbott Laboratories | 0.68% | 3,455 | $463K | Reduce -10.2% |
| MRP Millrose Properties | 0.65% | 13,275 | $446K | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.62% | 1,817 | $421K | Reduce -39.8% |
| MO Altria Group Inc. | 0.60% | 6,245 | $413K | No change |
| GEV GE Vernova Inc. | 0.60% | 665 | $409K | Add +15.7% |
| GLD SPDR Gold Shares | 0.57% | 1,104 | $392K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.57% | 5,856 | $387K | Reduce -1.7% |
| TRI Thomson Reuters Corp. | 0.52% | 2,298 | $357K | Add +12.5% |
| GOOG Alphabet Inc. Class C | 0.52% | 1,448 | $353K | No change |
| ANET Arista Networks Inc. | 0.52% | 2,420 | $353K | Add +11.3% |
| MDLZ Mondelez International Inc. Class A | 0.51% | 5,567 | $348K | No change |
| IXUS iShares Core Intl Stock ETF | 0.48% | 3,990 | $329K | Add +11.8% |
| CAT Caterpillar Inc. | 0.45% | 642 | $306K | Add +0.3% |
| VLO Valero Energy Corp. | 0.38% | 1,532 | $261K | Reduce -26.5% |
| NFLX Netflix Inc. | 0.37% | 211 | $253K | Add +0.5% |
| WMT Walmart Inc. | 0.35% | 2,350 | $242K | Reduce -34.7% |
| PEP Pepsico Inc. | 0.35% | 1,717 | $241K | Reduce -27.4% |
| NEE Nextera Energy Inc. | 0.35% | 3,173 | $240K | Reduce -1.6% |
| EQIX Equinix Inc. | 0.35% | 304 | $238K | Reduce -1.9% |
| OKE Oneok Inc. | 0.32% | 2,990 | $218K | Reduce -2.0% |
| SMH Vaneck Semiconductor ETF | 0.31% | 640 | $209K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -32.9% | 6.07% | −3.50 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.9% | 2.95% | −0.66 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.61 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.57 |
| PG The Procter & Gamble Co. | Reduce -14.3% | 1.62% | −0.54 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.54 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.49 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.46 |
| CSCO Cisco Systems Inc. | Reduce -26.7% | 0.75% | −0.40 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.39 |
| HON Honeywell International Inc. | Reduce -9.9% | 1.06% | −0.38 |
| QCOM Qualcomm Inc. | Reduce -24.1% | 0.93% | −0.36 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.35 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.34 |
| V Visa Inc. Class A | Reduce -2.9% | 1.87% | −0.34 |
| UNP Union Pacific Corp. | Reduce -15.1% | 1.21% | −0.32 |
| VOO Vanguard S&P 500 ETF | Reduce -0.0% | 12.87% | −0.29 |
| ABBV Abbvie Inc. | Reduce -39.8% | 0.62% | −0.29 |
| APD Air Products & Chemicals Inc. | Reduce -12.8% | 0.88% | −0.27 |
| WMT Walmart Inc. | Reduce -34.7% | 0.35% | −0.21 |
| ABT Abbott Laboratories | Reduce -10.2% | 0.68% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -3.8% | 1.68% | −0.16 |
| PEP Pepsico Inc. | Reduce -27.4% | 0.35% | −0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.0% | 1.12% | −0.15 |
| OKE Oneok Inc. | Reduce -2.0% | 0.32% | −0.08 |
| VLO Valero Energy Corp. | Reduce -26.5% | 0.38% | −0.07 |
| GLW Corning Inc. | Reduce -34.3% | 0.85% | −0.06 |
| JNJ Johnson & Johnson | Reduce -13.1% | 1.33% | −0.06 |
| EQIX Equinix Inc. | Reduce -1.9% | 0.35% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.7% | 0.84% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -14.5% | 1.13% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 0.35% | −0.01 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -1.7% | 0.57% | +0.01 |
| MRP Millrose Properties | Reduce -0.7% | 0.65% | +0.04 |
| NVDA Nvidia Corp. | Reduce -0.9% | 2.36% | +0.14 |
| ORCL Oracle Corp. | Reduce -0.7% | 2.52% | +0.35 |
| AAPL Apple Inc. | Reduce -5.2% | 6.64% | +0.42 |
Portfolio Buys Q2 2025 → Q3 2025
| SHV iShares 0-1 Year Treasury Bo | New | 4.89% | +4.89 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 1.22% | +1.22 |
| VGSH Vanguard Short-Term Treasury | New | 1.21% | +1.21 |
| SHY iShares 1-3 Year Treasury Bo | New | 1.21% | +1.21 |
| GOOGL Alphabet Inc. Class A | Add +8.1% | 4.28% | +1.12 |
| SGOV iShares 0-3 Month Treasury B | New | 0.87% | +0.87 |
| TTE Totalenergies SE -Spon ADR | New | 0.72% | +0.72 |
| SMH Vaneck Semiconductor ETF | New | 0.31% | +0.31 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.0% | 0.90% | +0.21 |
| AMZN Amazon.com Inc. | Add +32.2% | 1.19% | +0.20 |
| ANET Arista Networks Inc. | Add +11.3% | 0.52% | +0.16 |
| GS Goldman Sachs Group Inc. | Add +6.3% | 1.41% | +0.11 |
| GEV GE Vernova Inc. | Add +15.7% | 0.60% | +0.11 |
| ADP Automatic Data Processing | Add +23.1% | 1.15% | +0.07 |
| CVX Chevron Corp. | Add +7.3% | 0.99% | +0.05 |
| LEN Lennar Corp. Class A | Add +2.7% | 0.86% | +0.05 |
| CAT Caterpillar Inc. | Add +0.3% | 0.45% | +0.05 |
| IXUS iShares Core Intl Stock ETF | Add +11.8% | 0.48% | +0.04 |
| MCD McDonald's Corp. | Add +7.8% | 0.75% | +0.01 |
| NFLX Netflix Inc. | Add +0.5% | 0.37% | −0.08 |
| ZTS Zoetis Inc. | Add +7.0% | 1.04% | −0.10 |
| META Meta Platforms Inc. Class A | Add +2.3% | 1.39% | −0.12 |
| TRI Thomson Reuters Corp. | Add +12.5% | 0.52% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $72.3M | VOO, AAPL, VYM, GOOGL, MSFT |
| Q1 2026 | 69 | $62.8M | VOO, AAPL, VYM, GOOGL, MSFT |
| Q4 2025 | 70 | $71.3M | VOO, AAPL, MSFT, VYM, GOOGL |
| Q3 2025Amended | 66 | $68.3M | VOO, AAPL, MSFT, VYM, SHV |
| Q2 2025 | 67 | $62.0M | VOO, MSFT, AAPL, VYM, BRK.B |
| Q1 2025 | 73 | $68.0M | VOO, MSFT, AAPL, VYM, BRK.B |
| Q4 2024 | 72 | $68.1M | VOO, MSFT, AAPL, VYM, BRK.B |