KDK Private Wealth Management, LLC
Q2 2025 13F Holdings
- Locationhouston, TX
- Num holdings
57
- Value ($000)
$93,649
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001776910
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EPD ENTERPRISE PRODS PARTNERS L | COM | 293792107 | $23.87M | 26 % | 769,805 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $15.65M | 17 % | 44,596 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.99M | 6 % | 9,648 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $5.99M | 6 % | 30,362 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $3.95M | 4 % | 9,311 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $2.87M | 3 % | 25,953 | ||
FIDU FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $2.07M | 2 % | 26,637 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $1.99M | 2 % | 2,998 | ||
FNCL FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | $1.93M | 2 % | 26,103 | ||
AAPL APPLE INC | COM | 037833100 | $1.81M | 2 % | 8,841 |
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