Data as of Q4 2025 (Dec 31, 2025)

KDK Private Wealth Management, LLC

•CIK: 1776910•Filing: Q4 2025

**KDK Private Wealth Management, LLC** manages $115M across a diversified portfolio of 72 positions. The firm maintains significant exposure to energy infrastructure, evidenced by the top holding in EPD at $24.8M. Notable allocations include substantial positions in IWV ($17.5M) and IVV ($6.8M), suggesting a focus on core asset classes and market breadth. The remaining top holdings, including FTEC ($6.5M) and IWF ($4.2M), round out a strategically weighted portfolio.

Total AUM
$114.6M
QoQ Performance
+16.1%
Positions
40
Top 10 Concentration
65.8%
Latest Filing
Q4 2025

Top Holdings Allocation

EPD
IWV
IVV
FTEC
EPD21.6%
IWV15.2%
IVV6.0%
FTEC5.6%
IWF3.7%
FETH3.5%
FBTC3.4%
AAPL2.4%

📈 Biggest Buys

FETH
FIDELITY ETHEREUM FD
NEW
3.5% of portfolio
FBTC
FIDELITY WISE ORIGIN BITCOIN
NEW
3.4% of portfolio
GOOGL
ALPHABET INC
NEW
0.8% of portfolio
XLK
SELECT SECTOR SPDR TR
+99.4%
1.6% of portfolio
NVDA
NVIDIA CORPORATION
NEW
0.6% of portfolio

📉 Biggest Sells

FTEC
FIDELITY COVINGTON TRUST
-2.0%
5.6% of portfolio
IWF
ISHARES TR
-2.4%
3.7% of portfolio
VGT
VANGUARD WORLD FD
-4.0%
1.9% of portfolio
IVV
ISHARES TR
-1.3%
6.0% of portfolio
VCR
VANGUARD WORLD FD
-10.7%
0.5% of portfolio

Sector Breakdown

Other84.8%
ETF6.4%
Technology5.7%
Energy1.2%
Financial0.9%
Consumer0.6%
Healthcare0.2%
Consumer Staples0.2%

Changes from Q3 2025

NEW17 new positions
↑14 increased
↓32 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

EPD21.6%
ENTERPRISE PRODS PARTNERS L
$24.8M
IWV15.2%
ISHARES TR
$17.5M
IVV6.0%
ISHARES TR
$6.8M
FTEC5.6%
FIDELITY COVINGTON TRUST
$6.5M
IWF3.7%
ISHARES TR
$4.2M

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