13F Filings History of KDK Private Wealth Management, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$98.7M
Signature - Title
Kamden Kanaly - CCO
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 55 stock holdings with total value $98.7M as of Q3 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
Q3 2025 55 $98.7M +$2.44M -$3.29M -$854K EPD, IWV, IVV, FTEC, IWF 13F-HR 13 Nov 2025, 08:23
Q2 2025 57 $93.6M +$3.42M -$852K +$2.57M EPD, IWV, IVV, FTEC, IWF 13F-HR 13 Aug 2025, 16:02
Q1 2025 52 $87.8M +$2.16M -$9.49M -$7.33M EPD, IWV, IVV, FTEC, IWF 13F-HR 06 May 2025, 09:13
Q4 2024 55 $96.3M $0 $0 EPD, IWV, CCI, FTEC, IVV 13F-HR 13 Feb 2025, 12:48