Kaydan Wealth Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's director, Joyce A. Kruzan, as the authorized signatory.
The report details a portfolio consisting of 116 separate holdings. The filing indicates that all positions are held in common stock with sole voting and dispositive rights.
The largest position disclosed in the filing is a stake in Vanguard Tax-Managed Funds Van FTSE Dev Mkt, which the firm holds 22,760,418 shares of. This is followed by a position in Vanguard Index Funds Morningstar Total Stock Market ETF, with 20,818,495 shares, and Vanguard Index Funds Morningstar Value ETF, with 36,091,538 shares. Other significant holdings include Vanguard Specialized Funds Div App ETF (18,722,030 shares), Vanguard Index Funds Morningstar Growth ETF (4,714,015 shares), and Vanguard Index Funds Morningstar Total Stock Market (20,818,495 shares).
The filing also lists substantial positions in individual companies, including Walmart Inc. with 682,650 shares, JPMorgan Chase & Co. with 1,376,253 shares, and Microsoft Corporation with 2,601,429 shares. Additionally, the portfolio includes stakes in Apple Inc. (3,385,968 shares), Berkshire Hathaway Inc. (316,696 shares), and Eli Lilly & Co. (248,772 shares).
