Kdk Private Wealth Management, LLC Portfolio Holdings

Kdk Private Wealth Management, LLC

  • $93.6 Billion
  • Q2 2025

Kdk Private Wealth Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $93.6 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Products Partners L.P. with a value of $23.9B, Ishares Russell 3000 ETF with a value of $15.7B, Ishares Core S&P 500 ETF with a value of $5.99B, Fidelity Covington Tr Msci Inf with a value of $5.99B, and Ishares Russell 1000 Gr ETF with a value of $3.95B.

Examining the 13F form we can see an increase of $5.87B in the current position value, from $87.8B to 93.6B.

Kdk Private Wealth Management, LLC is based out at Houston, TX

Below you can find more details about Kdk Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.6 Billion
ETFs: $60.7 Billion
Energy: $26.4 Billion
Technology: $2.31 Billion
Financial Services: $1.43 Billion
Communication Services: $844 Million
Real Estate: $729 Million
Consumer Cyclical: $307 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$520M
$477 Million 0.51% of portfolio
14,600
Q2 2025 New
$828M
$336 Million 0.36% of portfolio
24,041
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $93.6 Billion
  • Prior Value $87.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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