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: $305.4M110 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$258K	0.1%	1,898 SH	New
ABBVIE INC	COM	$215K	0.1%Prev: 0.1%	1,159 SH	Decreased-103 SH
AFLAC INC	COM	$275K	0.1%Prev: 0.1%	2,606 SH	Decreased
ALPHABET INC	CAP STK CL C	$459K	0.2%Prev: 0.2%	2,589 SH	Decreased+23 SH
AMAZON COM INC	COM	$278K	0.1%Prev: 0.1%	1,267 SH	Decreased-292 SH
AMGEN INC	COM	$453K	0.1%Prev: 0.2%	1,624 SH	Decreased+8 SH
APPLE INC	COM	$2.1M	0.7%Prev: 0.9%	10,360 SH	Decreased-56 SH
AT&T INC	COM	$518K	0.2%Prev: 0.2%	17,912 SH	Decreased-1,303 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$317K	0.1%Prev: 0.1%	653 SH	Increased
BLACKROCK ENHANCED EQUITY DI	COM	$191K	0.1%Prev: 0.1%	21,513 SH	Increased
BNY MELLON ETF TRUST II	CONCENTRATED GRW	$699K	0.2%Prev: 0.2%	20,193 SH	Increased
CANADIAN NATL RY CO	COM	$270K	0.1%Prev: 0.1%	2,592 SH	Increased
CATERPILLAR INC	COM	$638K	0.2%Prev: 0.4%	1,643 SH	Decreased
CISCO SYS INC	COM	$352K	0.1%Prev: 0.1%	5,068 SH	Decreased-154 SH
COCA COLA CO	COM	$466K	0.2%Prev: 0.2%	6,584 SH	Decreased-24 SH
CSX CORP	COM	$370K	0.1%Prev: 0.2%	11,349 SH	Decreased
DBX ETF TR	XTRACK MSCI ALL	$928K	0.3%Prev: 0.3%	25,352 SH	Decreased+1,935 SH
DEERE & CO	COM	$350K	0.1%Prev: 0.3%	689 SH	Decreased-1,089 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$236K	0.1%	2,397 SH	New
DISNEY WALT CO	COM	$214K	0.1%	1,724 SH	New
DTE ENERGY CO	COM	$370K	0.1%Prev: 0.1%	2,797 SH	Decreased
EXXON MOBIL CORP	COM	$495K	0.2%Prev: 0.3%	4,594 SH	Decreased-163 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$230K	0.1%	4,626 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$426K	0.1%Prev: 0.1%	7,183 SH	Decreased
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.7M	0.9%Prev: 0.9%	29,450 SH	Decreased-523 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.2M	0.4%Prev: 0.4%	18,818 SH	Decreased-794 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$9.9M	3.2%Prev: 3.7%	115,202 SH	Decreased+3,758 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.0M	0.3%	11,216 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$3.0M	1.0%Prev: 8.4%	49,483 SH	Decreased-370,063 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$214K	0.1%Prev: 0.1%	4,351 SH	Increased+224 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$3.7M	1.2%Prev: 1.4%	82,099 SH	Decreased-3,943 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$432K	0.1%	12,245 SH	New
FLEXSHARES TR	QLT DIV DEF IDX	$838K	0.3%Prev: 0.3%	11,311 SH	Decreased-217 SH
FORD MTR CO	COM	$509K	0.2%Prev: 0.1%	46,886 SH	Increased+11,464 SH
FORTINET INC	COM	$727K	0.2%	6,872 SH	New
GENERAL MTRS CO	COM	$1.2M	0.4%Prev: 0.4%	25,157 SH	Decreased+8,282 SH
HOME DEPOT INC	COM	$481K	0.2%Prev: 0.1%	1,313 SH	Increased-38 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$238K	0.1%	11,519 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$300K	0.1%Prev: 0.1%	15,385 SH	Decreased-49 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$245K	0.1%Prev: 0.1%	12,489 SH	Decreased-57 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$987K	0.3%Prev: 0.3%	23,355 SH	Decreased+1,850 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 GWT	$225K	0.1%Prev: 0.1%	4,445 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$604K	0.2%Prev: 0.2%	14,817 SH	Increased+2,584 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$18.1M	5.9%Prev: 6.2%	99,456 SH	Decreased+3,588 SH
INVESCO QQQ TR	UNIT SER 1	$3.8M	1.2%	6,801 SH	New
ISHARES GOLD TR	ISHARES NEW	$22.4M	7.3%Prev: 5.2%	359,245 SH	Increased+181,270 SH
ISHARES INC	CORE MSCI EMKT	$594K	0.2%Prev: 0.3%	9,887 SH	Decreased-2,391 SH
ISHARES SILVER TR	ISHARES	$15.6M	5.1%	476,443 SH	New
ISHARES TR	1 3 YR TREAS BD	$25.4M	8.3%	306,668 SH	New
ISHARES TR	20 YR TR BD ETF	$5.4M	1.8%Prev: 4.3%	60,959 SH	Decreased-87,422 SH
ISHARES TR	7-10 YR TRSY BD	$13.7M	4.5%Prev: 6.2%	143,050 SH	Decreased-50,791 SH
ISHARES TR	CORE MSCI EAFE	$4.1M	1.4%Prev: 1.8%	49,439 SH	Decreased-8,987 SH
ISHARES TR	CORE S&P MCP ETF	$5.1M	1.7%Prev: 2.2%	82,043 SH	Decreased-13,395 SH
ISHARES TR	CORE S&P SCP ETF	$363K	0.1%Prev: 0.1%	3,317 SH	Decreased+138 SH
ISHARES TR	CORE S&P TTL STK	$21.2M	7.0%Prev: 4.9%	157,171 SH	Increased+54,026 SH
ISHARES TR	CORE S&P500 ETF	$3.7M	1.2%Prev: 1.4%	5,887 SH	Decreased-496 SH
ISHARES TR	DOW JONES US ETF	$1.4M	0.5%Prev: 0.5%	9,273 SH	Decreased
ISHARES TR	MORNINGSTAR GRWT	$266K	0.1%Prev: 0.1%	2,750 SH	Increased
ISHARES TR	MRGSTR MD CP ETF	$430K	0.1%Prev: 0.2%	5,392 SH	Decreased
ISHARES TR	MRGSTR MD CP GRW	$397K	0.1%Prev: 0.1%	4,950 SH	Increased
ISHARES TR	MSCI EAFE ETF	$351K	0.1%Prev: 0.1%	3,926 SH	Decreased+148 SH
ISHARES TR	MSCI USA MIN VOL	$1.6M	0.5%Prev: 0.5%	16,982 SH	Increased+1,553 SH
ISHARES TR	RUS 1000 GRW ETF	$870K	0.3%Prev: 0.3%	2,048 SH	Decreased-15 SH
ISHARES TR	RUSSELL 2000 ETF	$3.3M	1.1%Prev: 1.4%	15,361 SH	Decreased-1,612 SH
ISHARES TR	S&P 100 ETF	$4.9M	1.6%Prev: 2.0%	16,113 SH	Decreased-2,546 SH
ISHARES TR	S&P 500 GRWT ETF	$2.2M	0.7%Prev: 0.8%	20,365 SH	Decreased-93 SH
ISHARES TR	SELECT DIVID ETF	$2.1M	0.7%Prev: 0.8%	15,466 SH	Decreased-731 SH
ISHARES TR	U S EQUITY FACTR	$830K	0.3%Prev: 0.3%	12,950 SH	Increased+927 SH
ISHARES TR	U.S. TECH ETF	$1.2M	0.4%Prev: 0.4%	7,185 SH	Decreased
ISHARES TR	US HLTHCARE ETF	$208K	0.1%Prev: 0.1%	3,681 SH	Decreased
JOHNSON & JOHNSON	COM	$464K	0.2%Prev: 0.3%	3,040 SH	Decreased-143 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.4%	4,104 SH	New
LOCKHEED MARTIN CORP	COM	$303K	0.1%Prev: 0.1%	655 SH	Decreased-4 SH
MASTERCARD INCORPORATED	CL A	$379K	0.1%Prev: 0.1%	675 SH	Increased-12 SH
MERCK & CO INC	COM	$230K	0.1%Prev: 0.1%	2,908 SH	Decreased-17 SH
MICROSOFT CORP	COM	$2.6M	0.9%Prev: 0.7%	5,228 SH	Increased-216 SH
NVIDIA CORPORATION	COM	$267K	0.1%Prev: 0.1%	1,690 SH	Decreased-629 SH
ORACLE CORP	COM	$893K	0.3%Prev: 0.2%	4,086 SH	Increased-37 SH
OSHKOSH CORP	COM	$907K	0.3%Prev: 0.4%	7,988 SH	Decreased
PHILIP MORRIS INTL INC	COM	$226K	0.1%	1,243 SH	New
PROCTER AND GAMBLE CO	COM	$317K	0.1%	1,989 SH	New
RAYMOND JAMES FINL INC	COM	$3.2M	1.1%Prev: 1.0%	21,175 SH	Increased
RTX CORPORATION	COM	$281K	0.1%	1,927 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$628K	0.2%	11,998 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$456K	0.1%	3,385 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.1M	0.4%	4,383 SH	New
SOUTHERN CO	COM	$286K	0.1%Prev: 0.1%	3,111 SH	Decreased+60 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$522K	0.2%	1,184 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$691K	0.2%	1,220 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$213K	0.1%	2,925 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$650K	0.2%	4,790 SH	New
STRYKER CORPORATION	COM	$2.2M	0.7%Prev: 0.6%	5,675 SH	Increased-4 SH
TEXAS INSTRS INC	COM	$318K	0.1%Prev: 0.1%	1,534 SH	Increased+14 SH
THE CIGNA GROUP	COM	$224K	0.1%	678 SH	New
THOMSON REUTERS CORP	COM	$216K	0.1%	1,072 SH	New
TRINET GROUP INC	COM	$308K	0.1%	4,211 SH	New
UNITEDHEALTH GROUP INC	COM	$209K	0.1%	669 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$826K	0.3%Prev: 0.3%	8,808 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$3.6M	1.2%Prev: 1.3%	8,149 SH	Decreased-717 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.3M	1.7%Prev: 1.7%	17,381 SH	Increased+1,251 SH
VANGUARD INDEX FDS	VALUE ETF	$29.4M	9.6%Prev: 10.9%	166,346 SH	Decreased+336 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.9M	1.3%Prev: 1.4%	19,119 SH	Decreased-356 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	0.4%Prev: 0.4%	15,654 SH	Decreased-606 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$39.6M	13.0%Prev: 9.5%	694,476 SH	Increased+251,043 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$482K	0.2%Prev: 0.2%	5,348 SH	Decreased-1,771 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$259K	0.1%Prev: 0.1%	708 SH	Increased+45 SH
WALMART INC	COM	$660K	0.2%Prev: 0.3%	6,751 SH	Decreased-25 SH
WISDOMTREE TR	US LARGECAP DIVD	$706K	0.2%Prev: 0.3%	8,589 SH	Decreased+60 SH
WISDOMTREE TR	US MIDCAP DIVID	$975K	0.3%Prev: 0.3%	19,444 SH	Decreased-143 SH
WISDOMTREE TR	US MIDCAP FUND	$213K	0.1%Prev: 0.1%	3,450 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $205K
ALPHABET INC — $289K
CINTAS CORP — $304K
CONOCOPHILLIPS — $252K
CUMMINS INC — $309K
DIREXION SHARES ETF TRUST — $236K
EATON CORP PLC — $260K
FIRST TR EXCHANGE TRADED FD — $686K
GE AEROSPACE — $449K
GE VERNOVA INC — $345K
ISHARES TR — $220K
JPMORGAN CHASE & CO — $1.2M
PROCTER & GAMBLE CO — $298K
PROSHARES TR — $14.7M
SELECT SECTOR SPDR TR — $554K
SELECT SECTOR SPDR TR — $472K
SELECT SECTOR SPDR TR — $1.2M
SPDR SERIES TRUST — $956K
STATE STR SPDR DOW JONES IND — $548K
STATE STR SPDR S&P MIDCAP 40 — $752K
… and 2 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