Kaydan Wealth Management, Inc. 13F Portfolio

CIK 1964532 Filing since Q4 2021 Q3 2026 filed Oct 8, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 8, 2026.

Portfolio Snapshot

51 positions · Q3 2026

Kaydan Wealth Management, Inc. reported 51 positions worth $40.36M for the quarter ended Sep 30, 2026, up 23.1% on the prior quarter. It opened 5 new positions, added to 11, trimmed 26 and exited 1. Its largest holding is Spdr Gold Trust at 16.8% of the portfolio.

Portfolio Value
$40.36M
+23.1% QoQ · -44.6% YoY
Positions
51
5 new · 1 sold out
Top 10 Concentration
58%
of portfolio value
Largest Position
GLD 16.8%
Spdr Gold Trust
Net Buying
+$7.01M
$8.55M bought · $1.54M sold
Turnover
4.2%
of the portfolio traded
Top Sector
Financial Services
32.1% of value
Track Record
20
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
32.07%
Financial Services
Financial Services32.07%
Technology24.75%
Industrials18.12%
Healthcare8.95%
Consumer Discretionary5.84%
Consumer Staples5.19%
Communication Services2.01%
Energy1.47%
Utilities0.844%
Other0.752%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Financial ServicesTechnologyIndustrialsHealthcareConsumer DiscretionaryConsumer StaplesCommunication ServicesEnergyUtilitiesOther

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
GLD Spdr Gold Trust +17.8K – $6.76M 16.76%
NSC Norfolk Southern Corp +2,074 – $640.87K 1.59%
T At&T Inc. +14.0K +72.6% $341.48K 2.01%
COP Conocophillips +1,840 – $230.28K 0.571%
DELL Dell Technologies Inc. +403 – $216.79K 0.537%
PM Philip Morris International Inc. +1,123 – $214.29K 0.531%
RTX RTX Corp +172 +8.9% $31.93K 0.966%
PG PROCTER & GAMBLE Co +138 +5.7% $20.05K 0.917%
KO Coca Cola Co +224 +3.4% $19.28K 1.46%
LLY ELI LILLY & Co +16 +8.0% $18.51K 0.616%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
XOM ExxonMobil Holdings Corp -2,525 -53.1% $410.94K 0.9%
SO Southern Co -3,051 -100.0% $291.98K Exited
AAPL Apple Inc. -344 -3.3% $114.56K 8.39%
GOOG Alphabet Inc. -323 -13.1% $110.06K 1.81%
IAU Ishares Gold Trust -1,088 -21.9% $84.97K 0.752%
GE General Electric Co -217 -15.9% $67.77K 0.885%
GEV GE Vernova Inc. -54 -15.9% $51.33K 0.671%
ABBV AbbVie Inc. -192 -16.3% $50.27K 0.639%
CSCO Cisco Systems, Inc. -457 -8.8% $49.19K 1.27%
F Ford Motor Co -3,964 -10.8% $47.81K 0.981%

New Positions

Q3 2026
Holding Shares Trade Value Weight
GLD Spdr Gold Trust +17.8K $6.76M 16.76%
NSC Norfolk Southern Corp +2,074 $640.87K 1.59%
COP Conocophillips +1,840 $230.28K 0.571%
DELL Dell Technologies Inc. +403 $216.79K 0.537%
PM Philip Morris International Inc. +1,123 $214.29K 0.531%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
SO Southern Co -3,051 $291.98K 0.89%
Holdings · Q3 2026

51 Positions

As ofSep 30, 2026
Value$40.36M
Top 1058%
Avg position$791.31K
# Activity
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Showing 1–15 of 51 positions 13F filings on SEC EDGAR

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About Kaydan Wealth Management, Inc.’s 13F Portfolio

What are Kaydan Wealth Management, Inc.’s largest holdings?

As of its Q3 2026 13F filing, Kaydan Wealth Management, Inc.’s five largest positions were Spdr Gold Trust (GLD) at 16.8%, Apple Inc. (AAPL) at 8.4%, Raymond James Financial Inc (RJF) at 8.3%, Microsoft Corp (MSFT) at 6.4%, Jpmorgan Chase & Co (JPM) at 3.4% of the reported portfolio.

How much is Kaydan Wealth Management, Inc.’s portfolio worth?

Kaydan Wealth Management, Inc. reported a 13F portfolio worth $40.36M across 51 positions for Q3 2026. That is up 23.1% from the previous quarter.

What did Kaydan Wealth Management, Inc. buy in Q3 2026?

Its largest purchases by value were Spdr Gold Trust ($6.76M), Norfolk Southern Corp ($640.87K), At&T Inc. ($341.48K). It opened 5 new positions.

What did Kaydan Wealth Management, Inc. sell in Q3 2026?

Its largest sales by value were ExxonMobil Holdings Corp ($410.94K), Southern Co ($291.98K), Apple Inc. ($114.56K). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Kaydan Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.