KDK Private Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    houston, TX
  • CIK
    0001776910
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

52

$87.78 M
EPD, IWV, IVV, FTEC
13F-HR
May 6, 2025
000166773125000598

55

$96.34 M
EPD, IWV, 8CW, FTEC
13F-HR
Feb 13, 2025
000166773125000253