KDK Private Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location houston, TXCIK 0001776910All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
72 | $114.55M | EPD, IWV, IVV, FTEC | RESTATEMENT | Feb 12, 2026 | 000208585326000256 | ||
55 | $98.66M | EPD, IWV, IVV, FTEC | 13F-HR | Nov 13, 2025 | 000208585325000271 | ||
57 | $93.65M | EPD, IWV, IVV, FTEC | 13F-HR | Aug 13, 2025 | 000166773125001109 | ||
52 | $87.78M | EPD, IWV, IVV, FTEC | 13F-HR | May 6, 2025 | 000166773125000598 | ||
55 | $96.34M | EPD, IWV, 8CW, FTEC | 13F-HR | Feb 13, 2025 | 000166773125000253 |