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KDK Private Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    60

  • Value ($000)

    $109,302

  • Date Filed
    04/29/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
E
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$29.5M
27 %

779,657

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$16.6M
15 %

44,775

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.44M
6 %

9,944

F
FTEC

FIDELITY COVINGTON TRUST

MSCI INFO TECH I
316092808
$5.85M
5 %

28,100

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$3.8M
4 %

8,922

F
FBTC

FIDELITY WISE ORIGIN BITCOIN

SHS
315948109
$3.13M
3 %

53,019

---

FIDELITY ETHEREUM FD

SHS
31613E103
$2.87M
3 %

137,340

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$2.68M
3 %

24,322

F
FIDU

FIDELITY COVINGTON TRUST

MSCI INDL INDX
316092709
$2.25M
2 %

25,990

A
AAPL

APPLE INC

COM
037833100
$2.06M
2 %

8,124

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