Kaydan Wealth Management, Inc.
116 holdingsFiling period: 2026-06-30Current AUM: $328.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Index Fds | 170.6K | $37.2M | $38.9M | 11.85% | +4.6K | 2026-06-30 |
| 2 | VEA | Vanguard Tax-Managed Fds | 446.7K | $31.8M | $31.0M | 9.45% | +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 | $19.7M | 5.99% | +53.5K | 2026-06-30 |
| 5 | RSP | Invesco Exchange Traded FD T | 97.3K | $20.7M | $21.2M | 6.47% | +1.5K | 2026-06-30 |
| 6 | ITOT | iShares TR | 104.6K | $17.2M | $17.3M | 5.26% | +1.5K | 2026-06-30 |
| 7 | EEM | iShares TR | 232.5K | $15.9M | $14.2M | 4.32% | -- | 2026-06-30 |
| 8 | VTI | Vanguard Index Fds | 36.6K | $13.5M | $13.6M | 4.14% | +20.5K | 2026-06-30 |
| 9 | IEF | iShares TR | 119.3K | $11.3M | $10.9M | 3.33% | -74,579 | 2026-06-30 |
| 10 | FTA | First TR Exchange-Traded Alp | 86.6K | $8.4M | $9.0M | 2.74% | -2,213 | 2026-06-30 |
| 11 | IJH | iShares TR | 97.7K | $7.5M | $7.2M | 2.18% | +2.2K | 2026-06-30 |
| 12 | OEF | iShares TR | 19.0K | $6.9M | $7.1M | 2.16% | +306 | 2026-06-30 |
| 13 | IEFA | iShares TR | 59.6K | $5.8M | $5.7M | 1.75% | +1.2K | 2026-06-30 |
| 14 | TLT | iShares TR | 62.5K | $5.4M | $5.1M | 1.56% | -85,840 | 2026-06-30 |
| 15 | QQQ | Invesco Qqq TR | 6.7K | $4.9M | $4.6M | 1.40% | -- | 2026-06-30 |
| 16 | IVV | iShares TR | 6.5K | $4.9M | $5.0M | 1.51% | +140 | 2026-06-30 |
| 17 | VIG | Vanguard Specialized Funds | 19.7K | $4.7M | $4.9M | 1.48% | +181 | 2026-06-30 |
| 18 | VUG | Vanguard Index Fds | 53.5K | $4.6M | $4.5M | 1.39% | +44.6K | 2026-06-30 |
| 19 | FVD | First TR Exchange-Traded FD | 86.9K | $4.2M | $4.4M | 1.34% | +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 | $3.3M | 1.01% | -- | 2026-06-30 |
| 22 | AAPL | Apple Inc | 10.5K | $3.0M | $3.6M | 1.10% | +95 | 2026-06-30 |
| 23 | IVW | iShares TR | 20.9K | $2.9M | $2.8M | 0.86% | +435 | 2026-06-30 |
| 24 | DVY | iShares TR | 16.2K | $2.5M | $2.6M | 0.80% | +33 | 2026-06-30 |
| 25 | MSFT | Microsoft Corp | 5.2K | $1.9M | $2.7M | 0.82% | -284 | 2026-06-30 |
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