Kaydan Wealth Management, Inc.
116 holdingsFiling period: 2026-06-30Current AUM: $329.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 170.6K | $37.2M | $38.0M | 11.55% | +4.6K | 2026-06-30 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 446.7K | $31.8M | $32.0M | 9.71% | +3.3K | 2026-06-30 |
| 3 | FTSM | FIRST TR EXCHANGE-TRADED FD | 412.4K | $24.6M | $24.6M | 7.48% | -7,159 | 2026-06-30 |
| 4 | IWM | ISHARES TR | 70.4K | $21.2M | $20.1M | 6.10% | +53.5K | 2026-06-30 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 97.3K | $20.7M | $20.8M | 6.33% | +1.5K | 2026-06-30 |
| 6 | ITOT | ISHARES TR | 104.6K | $17.2M | $17.3M | 5.25% | +1.5K | 2026-06-30 |
| 7 | EEM | ISHARES TR | 232.5K | $15.9M | $15.3M | 4.65% | -- | 2026-06-30 |
| 8 | VTI | VANGUARD INDEX FDS | 36.6K | $13.5M | $13.6M | 4.15% | +20.5K | 2026-06-30 |
| 9 | IEF | ISHARES TR | 119.3K | $11.3M | $10.8M | 3.29% | -74,579 | 2026-06-30 |
| 10 | FTA | FIRST TR EXCHANGE-TRADED ALP | 86.6K | $8.4M | $8.8M | 2.66% | -2,213 | 2026-06-30 |
| 11 | IJH | ISHARES TR | 97.7K | $7.5M | $7.2M | 2.17% | +2.2K | 2026-06-30 |
| 12 | OEF | ISHARES TR | 19.0K | $6.9M | $7.1M | 2.17% | +306 | 2026-06-30 |
| 13 | IEFA | ISHARES TR | 59.6K | $5.8M | $5.9M | 1.78% | +1.2K | 2026-06-30 |
| 14 | TLT | ISHARES TR | 62.5K | $5.4M | $5.0M | 1.53% | -85,840 | 2026-06-30 |
| 15 | QQQ | INVESCO QQQ TR | 6.7K | $4.9M | $4.7M | 1.43% | -- | 2026-06-30 |
| 16 | IVV | ISHARES TR | 6.5K | $4.9M | $5.0M | 1.50% | +140 | 2026-06-30 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | 19.7K | $4.7M | $4.7M | 1.42% | +181 | 2026-06-30 |
| 18 | VUG | VANGUARD INDEX FDS | 53.5K | $4.6M | $4.7M | 1.41% | +44.6K | 2026-06-30 |
| 19 | FVD | FIRST TR EXCHANGE-TRADED FD | 86.9K | $4.2M | $4.3M | 1.29% | +855 | 2026-06-30 |
| 20 | TDIV | FIRST TR EXCHANGE TRADED FD | 29.9K | $3.4M | $3.4M | 1.04% | -50 | 2026-06-30 |
| 21 | RJF | RAYMOND JAMES FINL INC | 21.2K | $3.2M | $3.6M | 1.09% | -- | 2026-06-30 |
| 22 | AAPL | APPLE INC | 10.5K | $3.0M | $3.5M | 1.06% | +95 | 2026-06-30 |
| 23 | IVW | ISHARES TR | 20.9K | $2.9M | $2.9M | 0.87% | +435 | 2026-06-30 |
| 24 | DVY | ISHARES TR | 16.2K | $2.5M | $2.6M | 0.79% | +33 | 2026-06-30 |
| 25 | MSFT | MICROSOFT CORP | 5.2K | $1.9M | $2.6M | 0.78% | -284 | 2026-06-30 |
← Scroll →
Page 1 of 5