SEC Form 13F

KDK Private Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$120,552,513
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ENTERPRISE PRODS PARTNERS LEPDCOM$28,536,919776,304
ISHARES TRIWVRUSSELL 3000 ETF$19,927,12846,734
FIDELITY COVINGTON TRUSTFTECMSCI INFO TECH I$7,885,53327,613
ISHARES TRIVVCORE S&P500 ETF$7,398,2799,879
APPLE INCAAPLCOM$6,269,27321,666
ISHARES TRIWFRUS 1000 GRW ETF$4,436,11435,727
FIDELITY WISE ORIGIN BITCOINFBTCSHS$2,756,80254,002
ISHARES TRSHVTRUST ISHARE 0-1$2,681,88424,303
VANGUARD WORLD FDVGTINF TECH ETF$2,648,44322,159
FIDELITY COVINGTON TRUSTFIDUMSCI INDL INDX$2,576,62225,867

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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