account_balance
Investment manager · 13F filer · SEC CIK 1776910
KDK Private Wealth Management, LLC
Reported value$126Mas of Sep 30, 2026
Positions58 1 new, 0 sold out
Top 10 weight70.9%EPD alone is 22%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EPDEnterprise Prods Partners L
22.3%
IWViShares Tr
16.6%Added +3%
FTECFidelity Covington Trust
6.5%
IVViShares Tr
6.0%
AAPLApple Inc
5.5%Trimmed −4%
IWFiShares Tr
3.5%
FBTCFidelity Wise Origin Bitcoin
3.1%
FETHFidelity Ethereum Fd
3.0%
VGT2.2%SHViShares Tr
2.1%
XLKSelect Sector SPDR Tr
1.9%
FIDU1.8%EPDEnterprise Prods Partners L
22.3%
IWViShares Tr
16.6%Added +3%
FTEC6.5%IVV6.0%AAPL5.5%IWF3.5%FBTC3.1%FETH3.0%VGT2.2%SHV2.1%XLK1.9%FIDU1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EPD Enterprise Prods Partners L 22.3% HeldIWV iShares Tr 16.6% Added +3%FTEC Fidelity Covington Trust 6.5% HeldIVV iShares Tr 6.0% HeldAAPL Apple Inc 5.5% Trimmed −4%IWF iShares Tr 3.5% HeldFBTC Fidelity Wise Origin Bitcoin 3.1% HeldFETH Fidelity Ethereum Fd 3.0% HeldVGT Vanguard World Fd 2.2% HeldSHV iShares Tr 2.1% HeldXLK Select Sector SPDR Tr 1.9% HeldFIDU Fidelity Covington Trust 1.8% Held
What changed