Kdk Private Wealth Management, LLC originally filed its 13F report for Q4 2025 on February 11, 2026. The filing was subsequently amended, with the latest update submitted on February 12, 2026. The portfolio totaled 114.55 M reflecting a +16.11% change from the prior quarter, spanning 72 assets. The top 10 holdings comprised 65.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 0 complete exits.
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Yes. Kdk Private Wealth Management originally filed on 02/11/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 02/12/2026.
In the Q4 2025 filing, Kdk Private Wealth Management reported a managed portfolio value of 114.55 M, consisting of 72 individual positions.
Multiple filings indicate that Kdk Private Wealth Management updated their Q4 2025 report. The initial filing was submitted on 02/11/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Kdk Private Wealth Management bought or sold during Q4 2025, please visit Kdk Private Wealth Management's Portfolio Analysis page.