KDK Private Wealth Management, LLC ETF holdings
Houston, TX
Reported $79.4M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$79.4M
ETFs held
44
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
65.8%
of $120.6M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWV | iShares Russell 3000 ETF | $19.9M | 46,734 | +1,959 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $7.9M | 27,613 | −487 shares |
| IVV | iShares Core S&P 500 ETF | $7.4M | 9,879 | −65 shares |
| IWF | iShares Russell 1000 Growth ETF | $4.4M | 35,727 | +26,805 shares |
| FBTC | Fidelity Wise Origin Bitcoin Fund | $2.8M | 54,002 | +983 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $2.7M | 24,303 | −19 shares |
| VGT | Vanguard Information Technology ETF | $2.6M | 22,159 | +19,237 shares |
| FIDU | Fidelity MSCI Industrials Index ETF | $2.6M | 25,867 | −123 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $2.3M | 12,287 | −65 shares |
| FETH | Fidelity Ethereum Fund | $2.2M | 139,697 | +2,357 shares |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001776910. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does KDK Private Wealth Management, LLC own?
KDK Private Wealth Management, LLC reported 44 ETF positions worth $79.4M in its Form 13F for June 30, 2026. The largest was IWV, at $19.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.