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: $328.1M113 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$296K	0.1%Prev: 0.1%	1,177 SH	Increased+18 SH
AFLAC INC	COM	$306K	0.1%Prev: 0.1%	2,606 SH	Increased
ALPHABET INC	CAP STK CL A	$361K	0.1%	1,010 SH	New
ALPHABET INC	CAP STK CL C	$870K	0.3%Prev: 0.2%	2,461 SH	Increased-128 SH
ALTRIA GROUP INC	COM	$240K	0.1%	3,342 SH	New
AMAZON COM INC	COM	$348K	0.1%Prev: 0.1%	1,458 SH	Increased+191 SH
AMGEN INC	COM	$585K	0.2%Prev: 0.1%	1,616 SH	Increased-8 SH
APPLE INC	COM	$3.0M	0.9%Prev: 0.7%	10,511 SH	Increased+151 SH
AT&T INC	COM	$399K	0.1%Prev: 0.2%	19,283 SH	Decreased+1,371 SH
BANK OF AMER CORP	COM	$228K	0.1%	4,005 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$327K	0.1%Prev: 0.1%	653 SH	Increased
BLACKROCK ENHANCED EQUITY DI	COM	$206K	0.1%Prev: 0.1%	21,513 SH	Increased
BNY MELLON ETF TRUST II	CONCENTRATED GRW	$753K	0.2%Prev: 0.2%	20,193 SH	Increased
CANADIAN NATL RY CO	COM	$309K	0.1%Prev: 0.1%	2,592 SH	Increased
CATERPILLAR INC	COM	$1.8M	0.5%Prev: 0.2%	1,650 SH	Increased+7 SH
CINTAS CORP	COM	$305K	0.1%	1,796 SH	New
CISCO SYS INC	COM	$613K	0.2%Prev: 0.1%	5,222 SH	Increased+154 SH
COCA COLA CO	COM	$537K	0.2%Prev: 0.2%	6,608 SH	Increased+24 SH
CSX CORP	COM	$539K	0.2%Prev: 0.1%	11,349 SH	Increased
CUMMINS INC	COM	$409K	0.1%	574 SH	New
DBX ETF TR	XTRACK MSCI ALL	$1.1M	0.3%Prev: 0.3%	22,991 SH	Increased-2,361 SH
DEERE & CO	COM	$1.1M	0.3%Prev: 0.1%	1,778 SH	Increased+1,089 SH
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$292K	0.1%	2,394 SH	New
DTE ENERGY CO	COM	$426K	0.1%Prev: 0.1%	2,797 SH	Increased
EATON CORP PLC	SHS	$303K	0.1%	711 SH	New
ELI LILLY & CO	COM	$239K	0.1%	199 SH	New
EXXON MOBIL CORP	COM	$650K	0.2%Prev: 0.2%	4,757 SH	Increased+163 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$535K	0.2%Prev: 0.1%	7,057 SH	Increased-126 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.4M	1.0%Prev: 0.9%	29,923 SH	Increased+473 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.6M	0.5%Prev: 0.4%	20,078 SH	Increased+1,260 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$820K	0.2%	19,014 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$11.6M	3.5%Prev: 3.2%	109,292 SH	Increased-5,910 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.0M	0.3%Prev: 0.3%	10,898 SH	Increased-318 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$24.6M	7.5%Prev: 1.0%	412,387 SH	Increased+362,904 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$205K	0.1%Prev: 0.1%	4,127 SH	Decreased-224 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$4.2M	1.3%Prev: 1.2%	86,897 SH	Increased+4,798 SH
FLEXSHARES TR	QLT DIV DEF IDX	$1.0M	0.3%Prev: 0.3%	11,827 SH	Increased+516 SH
FORD MTR CO	COM	$511K	0.2%Prev: 0.2%	36,775 SH	Increased-10,111 SH
FORTINET INC	COM	$709K	0.2%Prev: 0.2%	4,617 SH	Decreased-2,255 SH
GE AEROSPACE	COM NEW	$509K	0.2%	1,361 SH	New
GE VERNOVA INC	COM	$398K	0.1%	339 SH	New
GENERAL MTRS CO	COM	$1.3M	0.4%Prev: 0.4%	16,534 SH	Increased-8,623 SH
HOME DEPOT INC	COM	$470K	0.1%Prev: 0.2%	1,332 SH	Decreased+19 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$268K	0.1%Prev: 0.1%	13,729 SH	Decreased-1,656 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$241K	0.1%Prev: 0.1%	12,287 SH	Decreased-202 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.2M	0.4%Prev: 0.3%	21,505 SH	Increased-1,850 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 GWT	$323K	0.1%Prev: 0.1%	4,445 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$802K	0.2%Prev: 0.2%	12,437 SH	Increased-2,380 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$20.7M	6.3%Prev: 5.9%	97,323 SH	Increased-2,133 SH
INVESCO QQQ TR	UNIT SER 1	$4.9M	1.5%Prev: 1.2%	6,657 SH	Increased-144 SH
ISHARES GOLD TR	ISHARES NEW	$376K	0.1%Prev: 7.3%	4,976 SH	Decreased-354,269 SH
ISHARES INC	CORE MSCI EMKT	$1.0M	0.3%Prev: 0.2%	12,470 SH	Increased+2,583 SH
ISHARES TR	20 YR TR BD ETF	$5.4M	1.6%Prev: 1.8%	62,541 SH	Increased+1,582 SH
ISHARES TR	7-10 YR TRSY BD	$11.3M	3.4%Prev: 4.5%	119,262 SH	Decreased-23,788 SH
ISHARES TR	CORE MSCI EAFE	$5.8M	1.8%Prev: 1.4%	59,590 SH	Increased+10,151 SH
ISHARES TR	CORE S&P MCP ETF	$7.5M	2.3%Prev: 1.7%	97,660 SH	Increased+15,617 SH
ISHARES TR	CORE S&P SCP ETF	$474K	0.1%Prev: 0.1%	3,195 SH	Increased-122 SH
ISHARES TR	CORE S&P TTL STK	$17.2M	5.2%Prev: 7.0%	104,642 SH	Decreased-52,529 SH
ISHARES TR	CORE S&P500 ETF	$4.9M	1.5%Prev: 1.2%	6,523 SH	Increased+636 SH
ISHARES TR	DOW JONES US ETF	$1.7M	0.5%Prev: 0.5%	9,273 SH	Increased
ISHARES TR	ISHARES BIOTECH	$250K	0.1%	1,312 SH	New
ISHARES TR	MORNINGSTAR GRWT	$322K	0.1%Prev: 0.1%	2,750 SH	Increased
ISHARES TR	MRGSTR MD CP ETF	$521K	0.2%Prev: 0.1%	5,392 SH	Increased
ISHARES TR	MRGSTR MD CP GRW	$487K	0.1%Prev: 0.1%	4,950 SH	Increased
ISHARES TR	MSCI EAFE ETF	$381K	0.1%Prev: 0.1%	3,665 SH	Increased-261 SH
ISHARES TR	MSCI EMG MKT ETF	$15.9M	4.8%	232,524 SH	New
ISHARES TR	MSCI USA MIN ETF	$1.4M	0.4%	14,547 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.3%Prev: 0.3%	8,248 SH	Increased+6,200 SH
ISHARES TR	RUSSELL 2000 ETF	$21.2M	6.4%Prev: 1.1%	70,426 SH	Increased+55,065 SH
ISHARES TR	S&P 100 ETF	$6.9M	2.1%Prev: 1.6%	18,965 SH	Increased+2,852 SH
ISHARES TR	S&P 500 GRWT ETF	$2.9M	0.9%Prev: 0.7%	20,893 SH	Increased+528 SH
ISHARES TR	SELECT DIVID ETF	$2.5M	0.8%Prev: 0.7%	16,230 SH	Increased+764 SH
ISHARES TR	U S EQUITY FACTR	$912K	0.3%Prev: 0.3%	12,063 SH	Increased-887 SH
ISHARES TR	U.S. TECH ETF	$1.8M	0.6%Prev: 0.4%	7,185 SH	Increased
ISHARES TR	US HLTHCARE ETF	$247K	0.1%Prev: 0.1%	3,681 SH	Increased
JOHNSON & JOHNSON	COM	$836K	0.3%Prev: 0.2%	3,293 SH	Increased+253 SH
JPMORGAN CHASE & CO	COM	$1.4M	0.4%	4,161 SH	New
LOCKHEED MARTIN CORP	COM	$349K	0.1%Prev: 0.1%	685 SH	Increased+30 SH
MASTERCARD INCORPORATED	CL A	$348K	0.1%Prev: 0.1%	678 SH	Decreased+3 SH
MERCK & CO INC	COM	$376K	0.1%Prev: 0.1%	2,925 SH	Increased+17 SH
MICROSOFT CORP	COM	$1.9M	0.6%Prev: 0.9%	5,160 SH	Decreased-68 SH
NVIDIA CORPORATION	COM	$417K	0.1%Prev: 0.1%	2,083 SH	Increased+393 SH
ORACLE CORP	COM	$602K	0.2%Prev: 0.3%	4,110 SH	Decreased+24 SH
OSHKOSH CORP	COM	$1.2M	0.4%Prev: 0.3%	7,988 SH	Increased
PROCTER & GAMBLE CO	COM	$353K	0.1%	2,408 SH	New
RAYMOND JAMES FINL INC	COM	$3.2M	1.0%Prev: 1.1%	21,175 SH	Decreased
RTX CORPORATION	COM	$366K	0.1%Prev: 0.1%	1,927 SH	Increased
SELECT SECTOR SPDR TR	ST STR CARE ETF	$563K	0.2%	3,549 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$614K	0.2%	11,445 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.6M	0.5%	8,585 SH	New
SOUTHERN CO	COM	$292K	0.1%Prev: 0.1%	3,051 SH	Increased-60 SH
SPDR SERIES TRUST	ST STR P500ETF	$257K	0.1%	2,926 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$746K	0.2%	4,904 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$619K	0.2%	1,184 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$836K	0.3%	1,189 SH	New
STRYKER CORPORATION	COM	$1.3M	0.4%Prev: 0.7%	4,075 SH	Decreased-1,600 SH
TEXAS INSTRS INC	COM	$462K	0.1%Prev: 0.1%	1,549 SH	Increased+15 SH
TRINET GROUP INC	COM	$208K	0.1%Prev: 0.1%	4,211 SH	Decreased
VANECK ETF TRUST	MRNGSTR WDE MOAT	$916K	0.3%Prev: 0.3%	8,808 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$329K	0.1%	502 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$4.6M	1.4%Prev: 1.2%	53,493 SH	Increased+45,344 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$13.5M	4.1%Prev: 1.7%	36,601 SH	Increased+19,220 SH
VANGUARD INDEX FDS	VALUE ETF	$37.2M	11.3%Prev: 9.6%	170,649 SH	Increased+4,303 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.7M	1.4%Prev: 1.3%	19,656 SH	Increased+537 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.6M	0.5%Prev: 0.4%	18,380 SH	Increased+2,726 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$31.8M	9.7%Prev: 13.0%	446,720 SH	Decreased-247,756 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$709K	0.2%Prev: 0.2%	7,597 SH	Increased+2,249 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$290K	0.1%Prev: 0.1%	3,300 SH	Increased+2,592 SH
VISA INC	COM CL A	$264K	0.1%	769 SH	New
WALMART INC	COM	$744K	0.2%Prev: 0.2%	6,569 SH	Increased-182 SH
WISDOMTREE TR	US LARGECAP DIVD	$828K	0.3%Prev: 0.2%	8,592 SH	Increased+3 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.1M	0.3%Prev: 0.3%	20,045 SH	Increased+601 SH
WISDOMTREE TR	US MIDCAP FUND	$261K	0.1%Prev: 0.1%	3,450 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $258K
DIREXION SHS ETF TR — $236K
DISNEY WALT CO — $214K
FIRST TR EXCH TRADED FD III — $230K
FIRST TR EXCHANGE-TRADED FD — $432K
INVESCO EXCH TRD SLF IDX FD — $238K
ISHARES SILVER TR — $15.6M
ISHARES TR — $25.4M
ISHARES TR — $1.6M
JPMORGAN CHASE & CO. — $1.2M
PHILIP MORRIS INTL INC — $226K
PROCTER AND GAMBLE CO — $317K
SELECT SECTOR SPDR TR — $628K
SELECT SECTOR SPDR TR — $456K
SELECT SECTOR SPDR TR — $1.1M
SPDR DOW JONES INDL AVERAGE — $522K
SPDR S&P MIDCAP 400 ETF TR — $691K
SPDR SERIES TRUST — $213K
SPDR SERIES TRUST — $650K
THE CIGNA GROUP — $224K
… 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