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: $299.0M106 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$205K	0.1%	1,992 SH	New
ABBVIE INC	COM	$274K	0.1%Prev: 0.1%	1,262 SH	Increased+107 SH
AFLAC INC	COM	$286K	0.1%Prev: 0.1%	2,606 SH	Decreased
ALPHABET INC	CAP STK CL A	$289K	0.1%	1,004 SH	New
ALPHABET INC	CAP STK CL C	$736K	0.2%Prev: 0.1%	2,566 SH	Increased-32 SH
AMAZON COM INC	COM	$325K	0.1%Prev: 0.1%	1,559 SH	Increased+319 SH
AMGEN INC	COM	$569K	0.2%Prev: 0.2%	1,616 SH	Increased-43 SH
APPLE INC	COM	$2.6M	0.9%Prev: 0.7%	10,416 SH	Increased+285 SH
AT&T INC	COM	$557K	0.2%Prev: 0.2%	19,215 SH	Increased+1,366 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$313K	0.1%Prev: 0.1%	653 SH	Decreased
BLACKROCK ENHANCED EQUITY DI	COM	$185K	0.1%Prev: 0.1%	21,513 SH	Increased
BNY MELLON ETF TRUST II	CONCENTRATED GRW	$686K	0.2%	20,193 SH	New
CANADIAN NATL RY CO	COM	$266K	0.1%Prev: 0.1%	2,592 SH	Increased
CATERPILLAR INC	COM	$1.2M	0.4%Prev: 0.2%	1,643 SH	Increased-34 SH
CINTAS CORP	COM	$304K	0.1%	1,796 SH	New
CISCO SYS INC	COM	$405K	0.1%Prev: 0.1%	5,222 SH	Increased+154 SH
COCA COLA CO	COM	$503K	0.2%Prev: 0.2%	6,608 SH	Increased+24 SH
CONOCOPHILLIPS	COM	$252K	0.1%Prev: 0.1%	1,912 SH	Increased
CSX CORP	COM	$466K	0.2%Prev: 0.1%	11,349 SH	Increased
CUMMINS INC	COM	$309K	0.1%	574 SH	New
DBX ETF TR	XTRACK MSCI ALL	$1000K	0.3%Prev: 0.3%	23,417 SH	Increased-2,386 SH
DEERE & CO	COM	$1.0M	0.3%Prev: 0.1%	1,778 SH	Increased+1,089 SH
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$236K	0.1%	2,398 SH	New
DTE ENERGY CO	COM	$409K	0.1%Prev: 0.1%	2,797 SH	Increased
EATON CORP PLC	SHS	$260K	0.1%	726 SH	New
EXXON MOBIL CORP	COM	$807K	0.3%Prev: 0.2%	4,757 SH	Increased+97 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$434K	0.1%Prev: 0.1%	7,183 SH	Increased-339 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.8M	0.9%Prev: 0.7%	29,973 SH	Increased+199 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	0.4%Prev: 0.3%	19,612 SH	Increased+1,208 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$686K	0.2%	17,391 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$11.0M	3.7%	111,444 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$25.1M	8.4%	419,546 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$206K	0.1%	4,127 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$4.0M	1.4%	86,042 SH	New
FLEXSHARES TR	QLT DIV DEF IDX	$920K	0.3%Prev: 0.3%	11,528 SH	Increased-210 SH
FORD MTR CO	COM	$409K	0.1%Prev: 0.1%	35,422 SH	Decreased-7,490 SH
GE AEROSPACE	COM NEW	$449K	0.2%	1,584 SH	New
GE VERNOVA INC	COM	$345K	0.1%	395 SH	New
GENERAL MTRS CO	COM	$1.3M	0.4%Prev: 0.4%	16,875 SH	Increased-8,324 SH
HOME DEPOT INC	COM	$444K	0.1%Prev: 0.2%	1,351 SH	Decreased+2 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$301K	0.1%Prev: 0.1%	15,434 SH	Decreased-320 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$246K	0.1%Prev: 0.1%	12,546 SH	Increased+58 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.0M	0.3%Prev: 0.3%	21,505 SH	Increased-1,850 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 GWT	$253K	0.1%Prev: 0.1%	4,445 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$554K	0.2%Prev: 0.2%	12,233 SH	Increased-2,588 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$18.4M	6.2%Prev: 8.0%	95,868 SH	Decreased-48,819 SH
ISHARES GOLD TR	ISHARES NEW	$15.7M	5.2%Prev: 6.9%	177,975 SH	Decreased-188,947 SH
ISHARES INC	CORE MSCI EMKT	$856K	0.3%Prev: 0.1%	12,278 SH	Increased+6,334 SH
ISHARES TR	20 YR TR BD ETF	$12.9M	4.3%Prev: 8.4%	148,381 SH	Decreased-140,967 SH
ISHARES TR	7-10 YR TRSY BD	$18.5M	6.2%Prev: 8.6%	193,841 SH	Decreased-88,447 SH
ISHARES TR	CORE MSCI EAFE	$5.3M	1.8%Prev: 1.0%	58,426 SH	Increased+17,485 SH
ISHARES TR	CORE S&P MCP ETF	$6.4M	2.2%Prev: 1.3%	95,438 SH	Increased+26,738 SH
ISHARES TR	CORE S&P SCP ETF	$395K	0.1%Prev: 0.1%	3,179 SH	Increased+661 SH
ISHARES TR	CORE S&P TTL STK	$14.7M	4.9%Prev: 0.3%	103,145 SH	Increased+96,755 SH
ISHARES TR	CORE S&P500 ETF	$4.2M	1.4%Prev: 0.9%	6,383 SH	Increased+1,482 SH
ISHARES TR	DOW JONES US ETF	$1.5M	0.5%Prev: 0.4%	9,273 SH	Increased
ISHARES TR	ISHARES BIOTECH	$220K	0.1%	1,304 SH	New
ISHARES TR	MORNINGSTAR GRWT	$263K	0.1%Prev: 0.1%	2,750 SH	Increased-1 SH
ISHARES TR	MRGSTR MD CP ETF	$450K	0.2%Prev: 0.1%	5,392 SH	Increased
ISHARES TR	MRGSTR MD CP GRW	$390K	0.1%Prev: 0.1%	4,950 SH	Increased
ISHARES TR	MSCI EAFE ETF	$367K	0.1%	3,778 SH	New
ISHARES TR	MSCI USA MIN VOL	$1.4M	0.5%Prev: 0.5%	15,429 SH	Decreased-1,689 SH
ISHARES TR	RUS 1000 GRW ETF	$880K	0.3%Prev: 0.3%	2,063 SH	Increased-169 SH
ISHARES TR	RUSSELL 2000 ETF	$4.2M	1.4%Prev: 0.8%	16,973 SH	Increased+3,899 SH
ISHARES TR	S&P 100 ETF	$5.9M	2.0%Prev: 0.2%	18,659 SH	Increased+16,584 SH
ISHARES TR	S&P 500 GRWT ETF	$2.3M	0.8%Prev: 0.6%	20,458 SH	Increased+127 SH
ISHARES TR	SELECT DIVID ETF	$2.5M	0.8%Prev: 0.7%	16,197 SH	Increased+584 SH
ISHARES TR	U S EQUITY FACTR	$794K	0.3%Prev: 0.3%	12,023 SH	Decreased-1,917 SH
ISHARES TR	U.S. TECH ETF	$1.3M	0.4%Prev: 0.3%	7,185 SH	Increased
ISHARES TR	US HLTHCARE ETF	$227K	0.1%Prev: 0.1%	3,681 SH	Increased
JOHNSON & JOHNSON	COM	$778K	0.3%Prev: 0.2%	3,183 SH	Increased-756 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.4%	4,193 SH	New
LOCKHEED MARTIN CORP	COM	$398K	0.1%Prev: 0.1%	659 SH	Increased
MASTERCARD INCORPORATED	CL A	$343K	0.1%Prev: 0.1%	687 SH	Decreased-10 SH
MERCK & CO INC	COM	$352K	0.1%Prev: 0.1%	2,925 SH	Increased+17 SH
MICROSOFT CORP	COM	$2.0M	0.7%Prev: 0.6%	5,444 SH	Increased+216 SH
NVIDIA CORPORATION	COM	$404K	0.1%	2,319 SH	New
ORACLE CORP	COM	$607K	0.2%Prev: 0.2%	4,123 SH	Increased+54 SH
OSHKOSH CORP	COM	$1.2M	0.4%Prev: 0.2%	7,988 SH	Increased
PROCTER & GAMBLE CO	COM	$298K	0.1%	2,065 SH	New
PROSHARES TR	SHORT S&P 500 NE	$14.7M	4.9%Prev: 2.2%	387,723 SH	Increased+235,495 SH
RAYMOND JAMES FINL INC	COM	$3.1M	1.0%Prev: 1.0%	21,175 SH	Increased-200 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$554K	0.2%	11,228 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$472K	0.2%	3,222 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	0.4%	8,702 SH	New
SOUTHERN CO	COM	$294K	0.1%Prev: 0.1%	3,051 SH	Increased-60 SH
SPDR SERIES TRUST	STATE STREET SPD	$956K	0.3%	7,953 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$548K	0.2%	1,184 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$752K	0.3%	1,220 SH	New
STRYKER CORPORATION	COM	$1.9M	0.6%Prev: 0.7%	5,679 SH	Decreased+4 SH
TEXAS INSTRS INC	COM	$295K	0.1%Prev: 0.1%	1,520 SH	Decreased-173 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$852K	0.3%Prev: 0.2%	8,808 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$212K	0.1%	552 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.9M	1.3%Prev: 0.8%	8,866 SH	Increased+2,375 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.2M	1.7%Prev: 1.4%	16,130 SH	Increased-280 SH
VANGUARD INDEX FDS	VALUE ETF	$32.6M	10.9%Prev: 9.2%	166,010 SH	Increased-486 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.2M	1.4%Prev: 1.2%	19,475 SH	Increased+182 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	0.4%Prev: 0.3%	16,260 SH	Increased+542 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.4M	9.5%Prev: 5.3%	443,433 SH	Increased+116,064 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$630K	0.2%Prev: 0.1%	7,119 SH	Increased+2,077 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$244K	0.1%Prev: 0.1%	663 SH	Increased-45 SH
VISA INC	COM CL A	$201K	0.1%	664 SH	New
WALMART INC	COM	$842K	0.3%Prev: 0.2%	6,776 SH	Increased+25 SH
WISDOMTREE TR	US LARGECAP DIVD	$762K	0.3%Prev: 0.2%	8,529 SH	Increased-546 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.0M	0.3%Prev: 0.3%	19,587 SH	Decreased-2,172 SH
WISDOMTREE TR	US MIDCAP FUND	$232K	0.1%Prev: 0.1%	3,450 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $252K
DIREXION SHS ETF TR — $209K
FIRST TR EXCH TRADED FD III — $395K
FIRST TR EXCHANGE-TRADED FD — $4.3M
FIRST TR EXCHNG TRADED FD VI — $472K
FIRST TR LRG CP VL ALPHADEX — $21.2M
FIRST TR LRGE CP CORE ALPHA — $1.1M
FIRST TR MID CAP CORE ALPHAD — $1.4M
FIRST TR VALUE LINE DIVID IN — $3.7M
FORTINET INC — $669K
INVESCO EXCH TRD SLF IDX FD — $264K
INVESCO QQQ TR — $3.2M
ISHARES SILVER TR — $15.1M
JPMORGAN CHASE & CO. — $1.0M
PEPSICO INC — $225K
PROCTER AND GAMBLE CO — $350K
PROSHARES TR — $11.5M
RTX CORPORATION — $255K
SELECT SECTOR SPDR TR — $598K
SELECT SECTOR SPDR TR — $494K
… and 8 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