KDK Private Wealth Management, LLC: 13F holdings
CIK 17769102026Q2
| Positions | 57 |
|---|---|
| Reported value | $120.6m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EPD ENTERPRISE PRODS PARTNERS L | 776,304 | $28.5m | 23.7% |
| IWV ISHARES TR | 46,734 | $19.9m | 16.5% |
| FTEC FIDELITY COVINGTON TRUST | 27,613 | $7.9m | 6.5% |
| IVV ISHARES TR | 9,879 | $7.4m | 6.1% |
| AAPL APPLE INC | 21,666 | $6.3m | 5.2% |
| IWF ISHARES TR | 35,727 | $4.4m | 3.7% |
| FBTC FIDELITY WISE ORIGIN BITCOIN | 54,002 | $2.8m | 2.3% |
| SHV ISHARES TR | 24,303 | $2.7m | 2.2% |
| VGT VANGUARD WORLD FD | 22,159 | $2.6m | 2.2% |
| FIDU FIDELITY COVINGTON TRUST | 25,867 | $2.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776910")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.