KDK Private Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    55

  • Value ($000)

    $98,662

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001776910
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
E
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$24.14M
25 %

771,977

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$16.92M
17 %

44,655

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.76M
7 %

10,105

F
FTEC

FIDELITY COVINGTON TRUST

MSCI INFO TECH I
316092808
$6.53M
7 %

29,377

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$4.28M
4 %

9,147

S
SHV

ISHARES TR

SHORT TREAS BD
464288679
$2.84M
3 %

25,712

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$2.22M
2 %

2,967

F
FIDU

FIDELITY COVINGTON TRUST

MSCI INDL INDX
316092709
$2.17M
2 %

26,429

A
AAPL

APPLE INC

COM
037833100
$2.06M
2 %

8,087

F
FNCL

FIDELITY COVINGTON TRUST

MSCI FINLS IDX
316092501
$1.94M
2 %

25,436

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