KDK Private Wealth Management, LLC
CIK 0001776910 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$120.6M
2026 Q2
Positions
57
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
EPD
ENTERPRISE PRODS PARTNERS L
23.7%
IWV
ISHARES TR
16.5%
FTEC
FIDELITY COVINGTON TRUST
6.5%
IVV
ISHARES TR
6.1%
AAPL
APPLE INC
5.2%
IWF
ISHARES TR
3.7%
FBTC
FIDELITY WISE ORIGIN BITCOIN
2.3%
SHV
ISHARES TR
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.