Kaydan Wealth Management, Inc.

CIK 0001964532 • 6 13F filings • Apr 17, 2025 – Jul 24, 2026

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Filer information

Filed by: Kaydan Wealth Management, Inc., Director
Address: 329 W. SILVER LAKE ROAD, FENTON, MI, 48430
Phone: 810-593-1624
AUM: $345.5M

AUM over time

$291.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $345.5M109 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$241K	0.1%	1,920 SH	New
ABBVIE INC	COM	$267K	0.1%Prev: 0.1%	1,168 SH	Increased+183 SH
AFLAC INC	COM	$287K	0.1%Prev: 0.1%	2,606 SH	Decreased+1 SH
ALPHABET INC	CAP STK CL A	$302K	0.1%Prev: 0.1%	965 SH	Decreased+13 SH
ALPHABET INC	CAP STK CL C	$742K	0.2%Prev: 0.3%	2,366 SH	Increased+228 SH
AMAZON COM INC	COM	$292K	0.1%Prev: 0.1%	1,265 SH	Decreased-133 SH
AMGEN INC	COM	$529K	0.2%Prev: 0.2%	1,616 SH	Decreased+17 SH
APPLE INC	COM	$2.7M	0.8%Prev: 1.2%	10,110 SH	Decreased-57 SH
AT&T INC	COM	$448K	0.1%Prev: 0.3%	18,030 SH	Decreased-15,248 SH
BANK AMERICA CORP	COM	$217K	0.1%	3,939 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$328K	0.1%Prev: 0.1%	653 SH	Increased+17 SH
BLACKROCK ENHANCED EQUITY DI	COM	$204K	0.1%Prev: 0.1%	21,513 SH	Increased
BNY MELLON ETF TRUST II	CONCENTRATED GRW	$735K	0.2%Prev: 0.2%	20,193 SH	Increased+3,626 SH
CANADIAN NATL RY CO	COM	$256K	0.1%Prev: 0.1%	2,592 SH	Decreased
CATERPILLAR INC	COM	$941K	0.3%Prev: 0.5%	1,643 SH	Decreased-7 SH
CINTAS CORP	COM	$338K	0.1%Prev: 0.1%	1,799 SH	Decreased+3 SH
CISCO SYS INC	COM	$390K	0.1%Prev: 0.2%	5,068 SH	Decreased+303 SH
COCA COLA CO	COM	$462K	0.1%Prev: 0.2%	6,608 SH	Decreased-224 SH
CSX CORP	COM	$411K	0.1%Prev: 0.2%	11,349 SH	Decreased
CUMMINS INC	COM	$290K	0.1%Prev: 0.1%	569 SH	Decreased
DBX ETF TR	XTRACK MSCI ALL	$982K	0.3%Prev: 0.4%	23,828 SH	Decreased+972 SH
DEERE & CO	COM	$828K	0.2%Prev: 0.4%	1,778 SH	Decreased
DIREXION SHS ETF TR	NAS100 EQL WGT	$246K	0.1%	2,405 SH	New
DTE ENERGY CO	COM	$361K	0.1%Prev: 0.1%	2,797 SH	Increased
EXXON MOBIL CORP	COM	$537K	0.2%	4,460 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$452K	0.1%Prev: 0.2%	7,183 SH	Decreased+333 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.9M	0.8%Prev: 1.1%	30,082 SH	Decreased+2,661 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	0.4%Prev: 0.5%	19,152 SH	Decreased+2,014 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$10.5M	3.0%Prev: 3.8%	112,102 SH	Decreased+4,908 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$966K	0.3%Prev: 0.3%	10,441 SH	Increased+187 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$24.9M	7.2%Prev: 5.7%	415,493 SH	Increased+135,110 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$206K	0.1%	4,127 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$3.9M	1.1%Prev: 1.3%	84,127 SH	Increased+5,576 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$562K	0.2%	14,671 SH	New
FLEXSHARES TR	QLT DIV DEF IDX	$929K	0.3%	11,480 SH	New
FORD MTR CO	COM	$465K	0.1%Prev: 0.1%	35,422 SH	Increased+2,611 SH
FORTINET INC	COM	$495K	0.1%Prev: 0.3%	6,238 SH	Decreased+1,773 SH
GE AEROSPACE	COM NEW	$488K	0.1%Prev: 0.1%	1,584 SH	Increased+440 SH
GE VERNOVA INC	COM	$258K	0.1%Prev: 0.1%	395 SH	Decreased+110 SH
GENERAL MTRS CO	COM	$2.1M	0.6%Prev: 0.4%	25,270 SH	Increased+9,185 SH
HOME DEPOT INC	COM	$452K	0.1%Prev: 0.1%	1,314 SH	Increased-3 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$302K	0.1%Prev: 0.1%	15,434 SH	Increased+4,939 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$248K	0.1%	12,545 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.0M	0.3%Prev: 0.4%	21,505 SH	Decreased+1,500 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 GWT	$242K	0.1%Prev: 0.1%	4,445 SH	Decreased+525 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$602K	0.2%Prev: 0.3%	13,228 SH	Decreased+629 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$18.3M	5.3%Prev: 6.8%	95,685 SH	Decreased+506 SH
INVESCO QQQ TR	UNIT SER 1	$4.1M	1.2%Prev: 1.6%	6,650 SH	Decreased+184 SH
ISHARES GOLD TR	ISHARES NEW	$35.0M	10.1%Prev: 0.1%	431,597 SH	Increased+427,709 SH
ISHARES INC	CORE MSCI EMKT	$777K	0.2%Prev: 0.3%	11,556 SH	Decreased-395 SH
ISHARES SILVER TR	ISHARES	$253K	0.1%	3,928 SH	New
ISHARES TR	1 3 YR TREAS BD	$262K	0.1%	3,164 SH	New
ISHARES TR	20 YR TR BD ETF	$13.0M	3.8%	148,834 SH	New
ISHARES TR	7-10 YR TRSY BD	$25.9M	7.5%	269,825 SH	New
ISHARES TR	CORE MSCI EAFE	$5.0M	1.4%Prev: 1.9%	55,841 SH	Decreased-774 SH
ISHARES TR	CORE S&P MCP ETF	$6.0M	1.7%Prev: 2.3%	91,465 SH	Decreased-670 SH
ISHARES TR	CORE S&P SCP ETF	$378K	0.1%Prev: 0.1%	3,144 SH	Decreased+293 SH
ISHARES TR	CORE S&P TTL STK	$30.1M	8.7%Prev: 5.8%	202,157 SH	Increased+99,836 SH
ISHARES TR	CORE S&P500 ETF	$4.3M	1.2%Prev: 1.6%	6,224 SH	Decreased+273 SH
ISHARES TR	DOW JONES US ETF	$1.5M	0.4%Prev: 0.6%	9,285 SH	Decreased+12 SH
ISHARES TR	ISHARES BIOTECH	$220K	0.1%Prev: 0.1%	1,304 SH	Decreased-59 SH
ISHARES TR	MORNINGSTAR GRWT	$286K	0.1%Prev: 0.1%	2,750 SH	Decreased
ISHARES TR	MRGSTR MD CP ETF	$446K	0.1%Prev: 0.2%	5,392 SH	Decreased+132 SH
ISHARES TR	MRGSTR MD CP GRW	$395K	0.1%Prev: 0.1%	4,950 SH	Increased+1,200 SH
ISHARES TR	MSCI EAFE ETF	$366K	0.1%Prev: 0.1%	3,811 SH	Decreased-35 SH
ISHARES TR	MSCI USA MIN VOL	$1.5M	0.4%	15,597 SH	New
ISHARES TR	RUS 1000 GRW ETF	$969K	0.3%Prev: 0.3%	2,047 SH	Increased-5,550 SH
ISHARES TR	RUSSELL 2000 ETF	$4.0M	1.2%Prev: 8.9%	16,438 SH	Decreased-77,358 SH
ISHARES TR	S&P 100 ETF	$6.1M	1.8%Prev: 2.3%	17,917 SH	Decreased+24 SH
ISHARES TR	S&P 500 GRWT ETF	$2.5M	0.7%Prev: 1.0%	20,437 SH	Decreased-450 SH
ISHARES TR	SELECT DIVID ETF	$2.3M	0.7%Prev: 0.8%	15,969 SH	Decreased+490 SH
ISHARES TR	U S EQUITY FACTR	$859K	0.2%Prev: 0.3%	12,368 SH	Decreased+702 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.4%Prev: 0.7%	7,185 SH	Decreased
ISHARES TR	US HLTHCARE ETF	$240K	0.1%Prev: 0.1%	3,681 SH	Decreased
JOHNSON & JOHNSON	COM	$628K	0.2%Prev: 0.3%	3,033 SH	Decreased-286 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.4%	4,111 SH	New
LOCKHEED MARTIN CORP	COM	$316K	0.1%Prev: 0.1%	653 SH	Decreased-26 SH
MASTERCARD INCORPORATED	CL A	$383K	0.1%Prev: 0.1%	671 SH	Increased-20 SH
MERCK & CO INC	COM	$308K	0.1%Prev: 0.1%	2,927 SH	Decreased-51 SH
MICROSOFT CORP	COM	$2.6M	0.7%Prev: 0.9%	5,285 SH	Decreased+213 SH
NVIDIA CORPORATION	COM	$316K	0.1%Prev: 0.1%	1,696 SH	Decreased-197 SH
ORACLE CORP	COM	$798K	0.2%Prev: 0.2%	4,096 SH	Increased+32 SH
OSHKOSH CORP	COM	$1.0M	0.3%Prev: 0.4%	7,988 SH	Decreased
PROCTER AND GAMBLE CO	COM	$286K	0.1%	1,994 SH	New
RAYMOND JAMES FINL INC	COM	$3.4M	1.0%Prev: 1.1%	21,175 SH	Increased
RTX CORPORATION	COM	$353K	0.1%Prev: 0.1%	1,927 SH	Decreased-172 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$589K	0.2%	10,759 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$466K	0.1%	3,008 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.3M	0.4%	8,811 SH	New
SOUTHERN CO	COM	$266K	0.1%	3,051 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$569K	0.2%	1,184 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$736K	0.2%	1,220 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$902K	0.3%	7,721 SH	New
STRYKER CORPORATION	COM	$2.0M	0.6%Prev: 0.4%	5,675 SH	Increased+1,612 SH
TEXAS INSTRS INC	COM	$260K	0.1%Prev: 0.1%	1,497 SH	Decreased-29 SH
TRINET GROUP INC	COM	$249K	0.1%Prev: 0.1%	4,211 SH	Decreased
VANECK ETF TRUST	MRNGSTR WDE MOAT	$912K	0.3%Prev: 0.3%	8,808 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$4.2M	1.2%	8,708 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$5.5M	1.6%	16,384 SH	New
VANGUARD INDEX FDS	VALUE ETF	$31.8M	9.2%	166,336 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.3M	1.2%Prev: 1.5%	19,443 SH	Decreased+721 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	0.3%Prev: 0.5%	15,065 SH	Decreased-2,488 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$42.0M	12.2%Prev: 5.5%	672,129 SH	Increased+444,525 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$518K	0.1%Prev: 0.3%	5,659 SH	Decreased-2,130 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$276K	0.1%	668 SH	New
WALMART INC	COM	$749K	0.2%Prev: 0.2%	6,720 SH	Increased+151 SH
WISDOMTREE TR	US LARGECAP DIVD	$749K	0.2%Prev: 0.3%	8,502 SH	Decreased-192 SH
WISDOMTREE TR	US MIDCAP DIVID	$991K	0.3%Prev: 0.4%	19,212 SH	Decreased-760 SH
WISDOMTREE TR	US MIDCAP FUND	$230K	0.1%Prev: 0.1%	3,450 SH	Decreased

Sold (vs prior filing)

ALTRIA GROUP INC — $239K
BANK OF AMER CORP — $224K
CONOCOPHILLIPS — $230K
DELL TECHNOLOGIES INC — $217K
DIREXION SHARES ETF TRUST — $243K
EATON CORP PLC — $314K
ELI LILLY & CO — $249K
EXXONMOBIL HOLDINGS CORP — $363K
FIRST TR EXCHANGE TRADED FD — $791K
FLEXSHARES TR — $904K
GOLDMAN SACHS ETF TR — $203K
ISHARES TR — $1.3M
JPMORGAN CHASE & CO — $1.4M
NORFOLK SOUTHN CORP — $641K
PHILIP MORRIS INTL INC — $214K
PROCTER & GAMBLE CO — $370K
SELECT SECTOR SPDR TR — $577K
SELECT SECTOR SPDR TR — $621K
SELECT SECTOR SPDR TR — $1.4M
SPDR GOLD TR — $6.8M
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001172661-26-000120	$345.5M	View
Oct 8, 2026	Q3 2026	13F-HR	0001172661-26-004434	$291.4M	View
Oct 17, 2025