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: $350.0M111 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$257K	0.1%	1,918 SH	New
ABBVIE INC	COM	$270K	0.1%Prev: 0.1%	1,164 SH	Decreased-13 SH
AFLAC INC	COM	$291K	0.1%Prev: 0.1%	2,605 SH	Decreased-1 SH
ALPHABET INC	CAP STK CL A	$229K	0.1%Prev: 0.1%	942 SH	Decreased-68 SH
ALPHABET INC	CAP STK CL C	$597K	0.2%Prev: 0.3%	2,452 SH	Decreased-9 SH
AMAZON COM INC	COM	$254K	0.1%Prev: 0.1%	1,157 SH	Decreased-301 SH
AMGEN INC	COM	$458K	0.1%Prev: 0.2%	1,624 SH	Decreased+8 SH
APPLE INC	COM	$2.6M	0.7%Prev: 0.9%	10,143 SH	Decreased-368 SH
AT&T INC	COM	$507K	0.1%Prev: 0.1%	17,959 SH	Increased-1,324 SH
BANK AMERICA CORP	COM	$203K	0.1%	3,939 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$328K	0.1%Prev: 0.1%	653 SH	Increased
BLACKROCK ENHANCED EQUITY DI	COM	$196K	0.1%Prev: 0.1%	21,513 SH	Decreased
BNY MELLON ETF TRUST II	CONCENTRATED GRW	$720K	0.2%Prev: 0.2%	20,193 SH	Decreased
CANADIAN NATL RY CO	COM	$244K	0.1%Prev: 0.1%	2,592 SH	Decreased
CATERPILLAR INC	COM	$784K	0.2%Prev: 0.5%	1,643 SH	Decreased-7 SH
CINTAS CORP	COM	$369K	0.1%Prev: 0.1%	1,800 SH	Increased+4 SH
CISCO SYS INC	COM	$347K	0.1%Prev: 0.2%	5,068 SH	Decreased-154 SH
COCA COLA CO	COM	$438K	0.1%Prev: 0.2%	6,607 SH	Decreased-1 SH
CSX CORP	COM	$403K	0.1%Prev: 0.2%	11,349 SH	Decreased
CUMMINS INC	COM	$240K	0.1%Prev: 0.1%	569 SH	Decreased-5 SH
DBX ETF TR	XTRACK MSCI ALL	$974K	0.3%Prev: 0.3%	24,726 SH	Decreased+1,735 SH
DEERE & CO	COM	$317K	0.1%Prev: 0.3%	694 SH	Decreased-1,084 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$244K	0.1%	2,397 SH	New
DTE ENERGY CO	COM	$396K	0.1%Prev: 0.1%	2,797 SH	Decreased
EXXON MOBIL CORP	COM	$503K	0.1%Prev: 0.2%	4,460 SH	Decreased-297 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$445K	0.1%Prev: 0.2%	7,183 SH	Decreased+126 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.0M	0.8%Prev: 1.0%	29,988 SH	Decreased+65 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	0.4%Prev: 0.5%	18,877 SH	Decreased-1,201 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$10.3M	2.9%Prev: 3.5%	112,611 SH	Decreased+3,319 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.0M	0.3%Prev: 0.3%	10,971 SH	Increased+73 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$3.3M	0.9%Prev: 7.5%	55,270 SH	Decreased-357,117 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$205K	0.1%Prev: 0.1%	4,127 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$3.7M	1.1%Prev: 1.3%	80,475 SH	Decreased-6,422 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$512K	0.1%	13,463 SH	New
FLEXSHARES TR	QLT DIV DEF IDX	$910K	0.3%Prev: 0.3%	11,376 SH	Decreased-451 SH
FORD MTR CO	COM	$466K	0.1%Prev: 0.2%	38,986 SH	Decreased+2,211 SH
FORTINET INC	COM	$576K	0.2%Prev: 0.2%	6,847 SH	Decreased+2,230 SH
GE AEROSPACE	COM NEW	$476K	0.1%Prev: 0.2%	1,584 SH	Decreased+223 SH
GE VERNOVA INC	COM	$243K	0.1%Prev: 0.1%	395 SH	Decreased+56 SH
GENERAL MTRS CO	COM	$1.5M	0.4%Prev: 0.4%	24,517 SH	Increased+7,983 SH
HOME DEPOT INC	COM	$532K	0.2%Prev: 0.1%	1,314 SH	Increased-18 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$238K	0.1%	11,520 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$301K	0.1%Prev: 0.1%	15,385 SH	Increased+1,656 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$246K	0.1%Prev: 0.1%	12,490 SH	Increased+203 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$972K	0.3%Prev: 0.4%	21,505 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P SML600 GWT	$242K	0.1%Prev: 0.1%	4,445 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$627K	0.2%Prev: 0.2%	14,071 SH	Decreased+1,634 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$18.3M	5.2%Prev: 6.3%	96,251 SH	Decreased-1,072 SH
INVESCO QQQ TR	UNIT SER 1	$4.0M	1.1%Prev: 1.5%	6,610 SH	Decreased-47 SH
ISHARES GOLD TR	ISHARES NEW	$32.5M	9.3%Prev: 0.1%	446,063 SH	Increased+441,087 SH
ISHARES INC	CORE MSCI EMKT	$7.7M	2.2%Prev: 0.3%	116,211 SH	Increased+103,741 SH
ISHARES SILVER TR	ISHARES	$10.9M	3.1%	257,273 SH	New
ISHARES TR	1 3 YR TREAS BD	$16.6M	4.7%	199,544 SH	New
ISHARES TR	20 YR TR BD ETF	$5.3M	1.5%Prev: 1.6%	59,744 SH	Decreased-2,797 SH
ISHARES TR	7-10 YR TRSY BD	$26.1M	7.5%Prev: 3.4%	270,776 SH	Increased+151,514 SH
ISHARES TR	CORE MSCI EAFE	$4.8M	1.4%Prev: 1.8%	54,568 SH	Decreased-5,022 SH
ISHARES TR	CORE S&P MCP ETF	$5.9M	1.7%Prev: 2.3%	89,759 SH	Decreased-7,901 SH
ISHARES TR	CORE S&P SCP ETF	$373K	0.1%Prev: 0.1%	3,143 SH	Decreased-52 SH
ISHARES TR	CORE S&P TTL STK	$30.0M	8.6%Prev: 5.2%	206,197 SH	Increased+101,555 SH
ISHARES TR	CORE S&P500 ETF	$4.1M	1.2%Prev: 1.5%	6,143 SH	Decreased-380 SH
ISHARES TR	DOW JONES US ETF	$1.5M	0.4%Prev: 0.5%	9,285 SH	Decreased+12 SH
ISHARES TR	MORNINGSTAR GRWT	$287K	0.1%Prev: 0.1%	2,750 SH	Decreased
ISHARES TR	MRGSTR MD CP ETF	$448K	0.1%Prev: 0.2%	5,392 SH	Decreased
ISHARES TR	MRGSTR MD CP GRW	$410K	0.1%Prev: 0.1%	4,950 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$338K	0.1%Prev: 0.1%	3,620 SH	Decreased-45 SH
ISHARES TR	MSCI USA MIN VOL	$1.5M	0.4%	16,272 SH	New
ISHARES TR	RUS 1000 GRW ETF	$959K	0.3%Prev: 0.3%	2,048 SH	Decreased-6,200 SH
ISHARES TR	RUSSELL 2000 ETF	$3.9M	1.1%Prev: 6.4%	16,275 SH	Decreased-54,151 SH
ISHARES TR	S&P 100 ETF	$5.9M	1.7%Prev: 2.1%	17,745 SH	Decreased-1,220 SH
ISHARES TR	S&P 500 GRWT ETF	$2.5M	0.7%Prev: 0.9%	20,425 SH	Decreased-468 SH
ISHARES TR	SELECT DIVID ETF	$2.2M	0.6%Prev: 0.8%	15,488 SH	Decreased-742 SH
ISHARES TR	U S EQUITY FACTR	$890K	0.3%Prev: 0.3%	12,877 SH	Decreased+814 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.4%Prev: 0.6%	7,185 SH	Decreased
ISHARES TR	US HLTHCARE ETF	$216K	0.1%Prev: 0.1%	3,681 SH	Decreased
JOHNSON & JOHNSON	COM	$562K	0.2%Prev: 0.3%	3,033 SH	Decreased-260 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.4%	4,118 SH	New
LOCKHEED MARTIN CORP	COM	$326K	0.1%Prev: 0.1%	653 SH	Decreased-32 SH
MASTERCARD INCORPORATED	CL A	$384K	0.1%Prev: 0.1%	675 SH	Increased-3 SH
MERCK & CO INC	COM	$246K	0.1%Prev: 0.1%	2,927 SH	Decreased+2 SH
MICROSOFT CORP	COM	$2.7M	0.8%Prev: 0.6%	5,124 SH	Increased-36 SH
NVIDIA CORPORATION	COM	$316K	0.1%Prev: 0.1%	1,696 SH	Decreased-387 SH
ORACLE CORP	COM	$1.1M	0.3%Prev: 0.2%	4,086 SH	Increased-24 SH
OSHKOSH CORP	COM	$1.0M	0.3%Prev: 0.4%	7,988 SH	Decreased
PROCTER AND GAMBLE CO	COM	$306K	0.1%	1,994 SH	New
RAYMOND JAMES FINL INC	COM	$3.7M	1.0%Prev: 1.0%	21,175 SH	Increased
RTX CORPORATION	COM	$322K	0.1%Prev: 0.1%	1,927 SH	Decreased
SELECT SECTOR SPDR TR	FINANCIAL	$646K	0.2%	11,998 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$473K	0.1%	3,399 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.2M	0.4%	4,403 SH	New
SOUTHERN CO	COM	$289K	0.1%Prev: 0.1%	3,050 SH	Decreased-1 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$549K	0.2%	1,184 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$727K	0.2%	1,220 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$229K	0.1%	2,925 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$670K	0.2%	4,786 SH	New
STRYKER CORPORATION	COM	$2.1M	0.6%Prev: 0.4%	5,675 SH	Increased+1,600 SH
TEXAS INSTRS INC	COM	$282K	0.1%Prev: 0.1%	1,534 SH	Decreased-15 SH
TRINET GROUP INC	COM	$282K	0.1%Prev: 0.1%	4,211 SH	Increased
VANECK ETF TRUST	MRNGSTR WDE MOAT	$873K	0.2%Prev: 0.3%	8,808 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$4.2M	1.2%Prev: 1.4%	8,699 SH	Decreased-44,794 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.8M	1.9%	23,130 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$5.5M	1.6%Prev: 4.1%	16,811 SH	Decreased-19,790 SH
VANGUARD INDEX FDS	VALUE ETF	$31.4M	9.0%Prev: 11.3%	168,421 SH	Decreased-2,228 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.1M	1.2%Prev: 1.4%	19,195 SH	Decreased-461 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	0.3%Prev: 0.5%	15,636 SH	Decreased-2,744 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$40.7M	11.6%Prev: 9.7%	678,621 SH	Increased+231,901 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$488K	0.1%Prev: 0.2%	5,447 SH	Decreased-2,150 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$277K	0.1%Prev: 0.1%	689 SH	Decreased-2,611 SH
WALMART INC	COM	$695K	0.2%Prev: 0.2%	6,740 SH	Decreased+171 SH
WISDOMTREE TR	US LARGECAP DIVD	$745K	0.2%Prev: 0.3%	8,565 SH	Decreased-27 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.0M	0.3%Prev: 0.3%	19,336 SH	Decreased-709 SH
WISDOMTREE TR	US MIDCAP FUND	$227K	0.1%Prev: 0.1%	3,450 SH	Decreased

Sold (vs prior filing)

ALTRIA GROUP INC — $240K
BANK OF AMER CORP — $228K
DIREXION SHARES ETF TRUST — $292K
EATON CORP PLC — $303K
ELI LILLY & CO — $239K
FIRST TR EXCHANGE TRADED FD — $820K
ISHARES TR — $250K
ISHARES TR — $15.9M
ISHARES TR — $1.4M
JPMORGAN CHASE & CO — $1.4M
PROCTER & GAMBLE CO — $353K
SELECT SECTOR SPDR TR — $563K
SELECT SECTOR SPDR TR — $614K
SELECT SECTOR SPDR TR — $1.6M
SPDR SERIES TRUST — $257K
SPDR SERIES TRUST — $746K
STATE STR SPDR DOW JONES IND — $619K
STATE STR SPDR S&P MIDCAP 40 — $836K
VANECK ETF TRUST — $329K
VISA INC — $264K

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