KDK Private Wealth Management
KDK Private Wealth Management reported 57 stocks worth $121M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are EPD (23.7%), IWV (16.5%) and FTEC (6.5%). Compared with Q1 2026, the fund opened new positions in SPCX and MLPX, added to IWV, AAPL and IWF, trimmed EPD, FTEC and IVV and sold out of TCBX, NEM and CTRA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EPD Enterprise Products | $28.5M | 23.7% | 776K | −3,353 (−0%) | 7 of 7 | |
| 2 |  IWV Ishares Russell 3000 ETF | $19.9M | 16.5% | 47K | +1,959 (+4%) | 7 of 7 | |
| 3 |  FTEC Fidelity Covington Trust | $7.9M | 6.5% | 28K | −487 (−2%) | 7 of 7 | |
| 4 |  IVV Ishares TR | $7.4M | 6.1% | 9,879 | −65 (−1%) | 7 of 7 | |
| 5 |  AAPL Apple Inc | $6.3M | 5.2% | 22K | +14K (+167%) | 7 of 7 | |
| 6 |  IWF Ishares TR | $4.4M | 3.7% | 36K | +27K (+300%) | 7 of 7 | |
| 7 |  FBTC Fidelity Wise Origin Bitcoin | $2.8M | 2.3% | 54K | +983 (+2%) | 3 of 7 | |
| 8 |  SHV Ishares TR | $2.7M | 2.2% | 24K | No change | 7 of 7 | |
| 9 |  VGT Vanguard World FD | $2.6M | 2.2% | 22K | +19K (+658%) | 7 of 7 | |
| 10 |  FIDU Fidelity Msci Industrial Index ETF | $2.6M | 2.1% | 26K | −123 (−0%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →KDK Private Wealth Management 13F FAQ
What does KDK Private Wealth Management own?
KDK Private Wealth Management reported 57 stocks worth $121M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are EPD (23.7%), IWV (16.5%) and FTEC (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did KDK Private Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 13 added to, 32 trimmed and 5 sold out. New positions include SPCX and MLPX. It sold all of TCBX, NEM and CTRA.
When will KDK Private Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is KDK Private Wealth Management's portfolio worth?
The Q2 2026 filing reports $121M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.