KDK Private Wealth Management, LLC — 13F holdings

KDK Private Wealth Management, LLC reported 57 holdings worth $121M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. EPD ENTERPRISE PRODS PARTNERS L — $28.5M (23.7%)
  2. IWV ISHARES TR — $19.9M (16.5%)
  3. FTEC FIDELITY COVINGTON TRUST — $7.89M (6.5%)
  4. IVV ISHARES TR — $7.40M (6.1%)
  5. AAPL APPLE INC — $6.27M (5.2%)
  6. IWF ISHARES TR — $4.44M (3.7%)
  7. FBTC FIDELITY WISE ORIGIN BITCOIN — $2.76M (2.3%)
  8. SHV ISHARES TR — $2.68M (2.2%)
  9. VGT VANGUARD WORLD FD — $2.65M (2.2%)
  10. FIDU FIDELITY COVINGTON TRUST — $2.58M (2.1%)