KDK Private Wealth Management, LLC
Q3 2025 13F Holdings
- Locationhouston, TX
- Num holdings
55
- Value ($000)
$98,662
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001776910
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | $24.14M | 25 % | 771,977 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | $16.92M | 17 % | 44,655 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $6.76M | 7 % | 10,105 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $6.53M | 7 % | 29,377 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.28M | 4 % | 9,147 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | $2.84M | 3 % | 25,712 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $2.22M | 2 % | 2,967 | ||
FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $2.17M | 2 % | 26,429 | ||
APPLE INC | COM | 037833100 | $2.06M | 2 % | 8,087 | ||
FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | $1.94M | 2 % | 25,436 |
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