KDK Private Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    houston, TX
  • CIK
    0001776910
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Kdk Private Wealth Management, Llc 13F Filings