Kaydan Wealth Management, Inc.

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

Import this data to Google Sheets with:

=jivedata("kaydan-wealth-management-inc-0001964532-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $291.4M114 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$258K	0.1%Prev: 0.1%	985 SH	Decreased-179 SH
AFLAC INC	COM	$291K	0.1%Prev: 0.1%	2,605 SH	Increased
ALPHABET INC	CAP STK CL A	$328K	0.1%Prev: 0.1%	952 SH	Increased+10 SH
ALPHABET INC	CAP STK CL C	$729K	0.3%Prev: 0.2%	2,138 SH	Increased-314 SH
ALTRIA GROUP INC	COM	$239K	0.1%	3,545 SH	New
AMAZON COM INC	COM	$348K	0.1%Prev: 0.1%	1,398 SH	Increased+241 SH
AMGEN INC	COM	$674K	0.2%Prev: 0.1%	1,599 SH	Increased-25 SH
APPLE INC	COM	$3.4M	1.2%Prev: 0.7%	10,167 SH	Increased+24 SH
AT&T INC	COM	$812K	0.3%Prev: 0.1%	33,278 SH	Increased+15,319 SH
BANK OF AMER CORP	COM	$224K	0.1%	4,118 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$317K	0.1%Prev: 0.1%	636 SH	Decreased-17 SH
BLACKROCK ENHANCED EQUITY DI	COM	$202K	0.1%Prev: 0.1%	21,513 SH	Increased
BNY MELLON ETF TRUST II	CONCENTRATED GRW	$653K	0.2%Prev: 0.2%	16,567 SH	Decreased-3,626 SH
CANADIAN NATL RY CO	COM	$308K	0.1%Prev: 0.1%	2,592 SH	Increased
CATERPILLAR INC	COM	$1.3M	0.5%Prev: 0.2%	1,650 SH	Increased+7 SH
CINTAS CORP	COM	$350K	0.1%Prev: 0.1%	1,796 SH	Decreased-4 SH
CISCO SYS INC	COM	$513K	0.2%Prev: 0.1%	4,765 SH	Increased-303 SH
COCA COLA CO	COM	$588K	0.2%Prev: 0.1%	6,832 SH	Increased+225 SH
CONOCOPHILLIPS	COM	$230K	0.1%	1,840 SH	New
CSX CORP	COM	$528K	0.2%Prev: 0.1%	11,349 SH	Increased
CUMMINS INC	COM	$294K	0.1%Prev: 0.1%	569 SH	Increased
DBX ETF TR	XTRACK MSCI ALL	$1.1M	0.4%Prev: 0.3%	22,856 SH	Increased-1,870 SH
DEERE & CO	COM	$1.2M	0.4%Prev: 0.1%	1,778 SH	Increased+1,084 SH
DELL TECHNOLOGIES INC	CL C	$217K	0.1%	403 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$243K	0.1%	2,026 SH	New
DTE ENERGY CO	COM	$341K	0.1%Prev: 0.1%	2,797 SH	Decreased
EATON CORP PLC	SHS	$314K	0.1%	730 SH	New
ELI LILLY & CO	COM	$249K	0.1%	215 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$363K	0.1%	2,232 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$503K	0.2%Prev: 0.1%	6,850 SH	Increased-333 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.1M	1.1%Prev: 0.8%	27,421 SH	Increased-2,567 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	0.5%Prev: 0.4%	17,138 SH	Increased-1,739 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$791K	0.3%	19,485 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$11.1M	3.8%Prev: 2.9%	107,194 SH	Increased-5,417 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$962K	0.3%Prev: 0.3%	10,254 SH	Decreased-717 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$16.7M	5.7%Prev: 0.9%	280,383 SH	Increased+225,113 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$3.7M	1.3%Prev: 1.1%	78,551 SH	Decreased-1,924 SH
FLEXSHARES TR	NRTRN TR QLTY DV	$904K	0.3%	10,156 SH	New
FORD MTR CO	COM	$396K	0.1%Prev: 0.1%	32,811 SH	Decreased-6,175 SH
FORTINET INC	COM	$798K	0.3%Prev: 0.2%	4,465 SH	Increased-2,382 SH
GE AEROSPACE	COM NEW	$357K	0.1%Prev: 0.1%	1,144 SH	Decreased-440 SH
GE VERNOVA INC	COM	$271K	0.1%Prev: 0.1%	285 SH	Increased-110 SH
GENERAL MTRS CO	COM	$1.2M	0.4%Prev: 0.4%	16,085 SH	Decreased-8,432 SH
GOLDMAN SACHS ETF TR	TECHN OPPOR ETF	$203K	0.1%	3,955 SH	New
HOME DEPOT INC	COM	$375K	0.1%Prev: 0.2%	1,317 SH	Decreased+3 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$205K	0.1%Prev: 0.1%	10,495 SH	Decreased-4,890 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.1M	0.4%Prev: 0.3%	20,005 SH	Increased-1,500 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 GWT	$245K	0.1%Prev: 0.1%	3,920 SH	Increased-525 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$830K	0.3%Prev: 0.2%	12,599 SH	Increased-1,472 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$19.8M	6.8%Prev: 5.2%	95,179 SH	Increased-1,072 SH
INVESCO QQQ TR	UNIT SER 1	$4.8M	1.6%Prev: 1.1%	6,466 SH	Increased-144 SH
ISHARES GOLD TR	ISHARES NEW	$304K	0.1%Prev: 9.3%	3,888 SH	Decreased-442,175 SH
ISHARES INC	CORE MSCI EMKT	$970K	0.3%Prev: 2.2%	11,951 SH	Decreased-104,260 SH
ISHARES TR	CORE MSCI EAFE	$5.5M	1.9%Prev: 1.4%	56,615 SH	Increased+2,047 SH
ISHARES TR	CORE S&P MCP ETF	$6.6M	2.3%Prev: 1.7%	92,135 SH	Increased+2,376 SH
ISHARES TR	CORE S&P SCP ETF	$388K	0.1%Prev: 0.1%	2,851 SH	Increased-292 SH
ISHARES TR	CORE S&P TTL STK	$17.0M	5.8%Prev: 8.6%	102,321 SH	Decreased-103,876 SH
ISHARES TR	CORE S&P500 ETF	$4.6M	1.6%Prev: 1.2%	5,951 SH	Increased-192 SH
ISHARES TR	DOW JONES US ETF	$1.7M	0.6%Prev: 0.4%	9,273 SH	Increased-12 SH
ISHARES TR	ISHARES BIOTECH	$287K	0.1%	1,363 SH	New
ISHARES TR	MORNINGSTAR GRWT	$322K	0.1%Prev: 0.1%	2,750 SH	Increased
ISHARES TR	MRGSTR MD CP ETF	$497K	0.2%Prev: 0.1%	5,260 SH	Increased-132 SH
ISHARES TR	MRGSTR MD CP GRW	$352K	0.1%Prev: 0.1%	3,750 SH	Decreased-1,200 SH
ISHARES TR	MSCI EAFE ETF	$400K	0.1%Prev: 0.1%	3,846 SH	Increased+226 SH
ISHARES TR	MSCI USA MIN ETF	$1.3M	0.5%	13,838 SH	New
ISHARES TR	RUS 1000 GRW ETF	$952K	0.3%Prev: 0.3%	7,597 SH	Decreased+5,549 SH
ISHARES TR	RUSSELL 2000 ETF	$26.1M	8.9%Prev: 1.1%	93,796 SH	Increased+77,521 SH
ISHARES TR	S&P 100 ETF	$6.8M	2.3%Prev: 1.7%	17,893 SH	Increased+148 SH
ISHARES TR	S&P 500 GRWT ETF	$3.0M	1.0%Prev: 0.7%	20,887 SH	Increased+462 SH
ISHARES TR	SELECT DIVID ETF	$2.4M	0.8%Prev: 0.6%	15,479 SH	Increased-9 SH
ISHARES TR	U S EQUITY FACTR	$908K	0.3%Prev: 0.3%	11,666 SH	Increased-1,211 SH
ISHARES TR	U.S. TECH ETF	$1.9M	0.7%Prev: 0.4%	7,185 SH	Increased
ISHARES TR	US HLTHCARE ETF	$263K	0.1%Prev: 0.1%	3,681 SH	Increased
JOHNSON & JOHNSON	COM	$879K	0.3%Prev: 0.2%	3,319 SH	Increased+286 SH
JPMORGAN CHASE & CO	COM	$1.4M	0.5%	4,160 SH	New
LOCKHEED MARTIN CORP	COM	$346K	0.1%Prev: 0.1%	679 SH	Increased+26 SH
MASTERCARD INCORPORATED	CL A	$381K	0.1%Prev: 0.1%	691 SH	Decreased+16 SH
MERCK & CO INC	COM	$433K	0.1%Prev: 0.1%	2,978 SH	Increased+51 SH
MICROSOFT CORP	COM	$2.6M	0.9%Prev: 0.8%	5,072 SH	Decreased-52 SH
NORFOLK SOUTHN CORP	COM	$641K	0.2%	2,074 SH	New
NVIDIA CORPORATION	COM	$432K	0.1%Prev: 0.1%	1,893 SH	Increased+197 SH
ORACLE CORP	COM	$558K	0.2%Prev: 0.3%	4,064 SH	Decreased-22 SH
OSHKOSH CORP	COM	$1.0M	0.4%Prev: 0.3%	7,988 SH	Decreased
PHILIP MORRIS INTL INC	COM	$214K	0.1%	1,123 SH	New
PROCTER & GAMBLE CO	COM	$370K	0.1%	2,546 SH	New
RAYMOND JAMES FINL INC	COM	$3.3M	1.1%Prev: 1.0%	21,175 SH	Decreased
RTX CORPORATION	COM	$390K	0.1%Prev: 0.1%	2,099 SH	Increased+172 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$577K	0.2%	3,423 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$621K	0.2%	11,623 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.4M	0.5%	7,135 SH	New
SPDR GOLD TR	GOLD SHS	$6.8M	2.3%	17,756 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$258K	0.1%	2,876 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$590K	0.2%	4,031 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$602K	0.2%	1,184 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$759K	0.3%	1,156 SH	New
STRYKER CORPORATION	COM	$1.1M	0.4%Prev: 0.6%	4,063 SH	Decreased-1,612 SH
TEXAS INSTRS INC	COM	$427K	0.1%Prev: 0.1%	1,526 SH	Increased-8 SH
TRINET GROUP INC	COM	$263K	0.1%Prev: 0.1%	4,211 SH	Decreased
VANECK ETF TRUST	MRNGSTR WDE MOAT	$931K	0.3%Prev: 0.2%	8,808 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$317K	0.1%	520 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$4.7M	1.6%	52,314 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$20.8M	7.1%	55,628 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$36.1M	12.4%	167,028 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$7.4M	2.5%	130,185 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.4M	1.5%Prev: 1.2%	18,722 SH	Increased-473 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.5M	0.5%Prev: 0.3%	17,553 SH	Increased+1,917 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$16.1M	5.5%Prev: 11.6%	227,604 SH	Decreased-451,017 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$735K	0.3%Prev: 0.1%	7,789 SH	Increased+2,342 SH
VANGUARD WORLD FD	MRNGSTR MEGA CAP	$216K	0.1%	2,333 SH	New
VISA INC	COM CL A	$244K	0.1%	679 SH	New
WALMART INC	COM	$683K	0.2%Prev: 0.2%	6,569 SH	Decreased-171 SH
WISDOMTREE TR	US LARGECAP DIVD	$845K	0.3%Prev: 0.2%	8,694 SH	Increased+129 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.1M	0.4%Prev: 0.3%	19,972 SH	Increased+636 SH
WISDOMTREE TR	US MIDCAP FUND	$247K	0.1%Prev: 0.1%	3,450 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $257K
BANK AMERICA CORP — $203K
DIREXION SHS ETF TR — $244K
EXXON MOBIL CORP — $503K
FIRST TR EXCHANGE-TRADED FD — $205K
FIRST TR EXCHANGE-TRADED FD — $512K
FLEXSHARES TR — $910K
INVESCO EXCH TRD SLF IDX FD — $238K
INVESCO EXCH TRD SLF IDX FD — $246K
ISHARES SILVER TR — $10.9M
ISHARES TR — $16.6M
ISHARES TR — $5.3M
ISHARES TR — $26.1M
ISHARES TR — $1.5M
JPMORGAN CHASE & CO. — $1.3M
PROCTER AND GAMBLE CO — $306K
SELECT SECTOR SPDR TR — $646K
SELECT SECTOR SPDR TR — $473K
SELECT SECTOR SPDR TR — $1.2M
SOUTHERN CO — $289K
… and 9 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