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Kdk Private Wealth Management - Q2 2026 13F Filings

KD

Kdk Private Wealth Management, LLC

CIK: 0001776910
Address: Texas Houston 1616 S. Voss Road Suite 800
$120.55 M
Portfolio Value
57
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AAPL Apple
+$3.92 M
2. IWF Ishares Russell 1000 Growth Etf
+$3.33 M
3. VGT Vanguard Information Technology Etf
+$2.3 M
4. IWV Ishares Russell 3000 Etf
+$835,307.14
5. QQQ Invesco Qqq Trust Series I
+$533,427.56

Top Sells

Q2 2026
1. NMRK Newmark Group
−$402,605.91
2. TCBX Third Coast Bancshares
−$236,438
3. NEM Newmont Corporation
−$217,417
4. CTRA Coterra Energy
−$210,840
5. IEI Ishares 3-7 Year Treasury Bond Etf
−$206,612

Asset Allocation

Stocks/ETFs
+10.29%
$120.55 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Kdk Private Wealth Management Q2 2026 Filing Summary

Kdk Private Wealth Management, LLC filed its 13F report for Q2 2026 on August 12, 2026. The portfolio totaled 120.55 M reflecting a +10.29% change from the prior quarter, spanning 57 assets. The top 10 holdings comprised 70.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Kdk Private Wealth Management’s Q2 2026 Filing

Kdk Private Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/12/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Kdk Private Wealth Management reported a managed portfolio value of 120.55 M, consisting of 57 individual positions.

This page displays the raw filing documents. To see which stocks Kdk Private Wealth Management bought or sold during Q2 2026, please visit Kdk Private Wealth Management's Portfolio Analysis page.