KDK Private Wealth Management, LLC has filed a Form 13F-HR reporting its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Dan Roberts, details a portfolio consisting of 80 individual positions.
The largest holding disclosed in the filing is Enterprise Products Partners L.P., for which the firm holds 786,182 shares. Other significant positions include the iShares Core S&P 500 ETF (464287200), with 7,595,867 shares, and the iShares Russell 2000 Growth ETF (464287614), with 4,447,885 shares. The portfolio also includes substantial positions in Fidelity Covington Trust MSCI Information Technology (27,407 shares) and Vanguard World Fund Information Technology ETF (22,134 shares).
The filing lists a diverse mix of asset classes. In addition to equities, the portfolio includes 139,697 shares of Fidelity Ethereum Fund and 54,135 shares of Fidelity Wise Origin Bitcoin Shares. The filing also includes positions in major energy companies such as ExxonMobil Holdings Corp. (9,829 shares) and Halliburton Co. (29,161 shares).
The full list of holdings includes 58 ETFs and 22 individual stocks. Notable individual stock positions include Meta Platforms Inc. Class A (1,024 shares) and Newmont Corp. (2,012 shares). The filing was submitted on November 3, 2026.
