13F Filings History of KDK Private Wealth Management, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$114,553,250
Signature - Title
Dan Roberts - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by KDK Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KDK Private Wealth Management, LLC reported 72 stock holdings with total value $114,553,250 as of Q4 2025. Top holdings included EPD, IWV, IVV, FTEC, and IWF.

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Holdings Value

List of Other Managers Reporting for KDK Private Wealth Management, LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $114,553,250 +$16,442,881 -$975,504 +$15,467,377 EPD, IWV, IVV, FTEC, IWF Restatement 12 Feb 2026, 10:16
Q3 2025 55 $98,662,013 +$2,439,597 -$3,293,097 -$853,500 EPD, IWV, IVV, FTEC, IWF 13F-HR 13 Nov 2025, 08:23
Q2 2025 57 $93,648,944 +$3,421,786 -$851,764 +$2,570,022 EPD, IWV, IVV, FTEC, IWF 13F-HR 13 Aug 2025, 16:02
Q1 2025 52 $87,781,856 +$2,156,247 -$9,486,605 -$7,330,358 EPD, IWV, IVV, FTEC, IWF 13F-HR 06 May 2025, 09:13
Q4 2024 55 $96,337,173 $0 $0 $0 EPD, IWV, CCI, FTEC, IVV 13F-HR 13 Feb 2025, 12:48