KAYDAN WEALTH MANAGEMENT INC
Q4 2024 Form 13-F
FENTON, MICHIGAN
CIK 0001964532
· CRD 108964
· SEC-registered investment adviser
$300.8M Reported Value Total
KAYDAN WEALTH MANAGEMENT, INC. reports 1,064 total accounts under management (AUM). There are 1,064 discretionary accounts valued at $625,642,972, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-11-06
Reported value
$300.8M
Quarter over quarter
-3.0%
Holdings
108
Top-10 concentration
69.4%
Key People
Form ADV owners & control persons
James Brendan Kruzan
PRESIDENT/CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | January 16, 2025 |
| Form | 13F-HR |
| Reported value | $300.8M |
| Positions | 108 |
| Change in reported value | -11.2% |
| New positions | 5 |
| Exited positions | 3 |
| Position turnover | 7.2% |
| Top-10 concentration | 69.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 8, 2026
|
116 | $291.4M |
|
Q2 2026 13F
Filed Jul 24, 2026
|
115 | $328.1M |
|
Q1 2026 13F
Filed Apr 29, 2026
|
109 | $299.0M |
|
Q4 2025 13F
Filed Jan 12, 2026
|
112 | $345.5M |
|
Q3 2025 13F
Filed Oct 17, 2025
|
113 | $350.0M |
|
Q2 2025 13F
Filed Jul 11, 2025
|
112 | $305.4M |
|
Q1 2025 13F
Filed Apr 17, 2025
|
107 | $311.7M |
|
Q4 2024 13F
Filed Jan 16, 2025
|
108 | $300.8M |
|
Q3 2024 13F
Filed Oct 16, 2024
|
106 | $338.8M |
|
Q2 2024 13F
Filed Jul 11, 2024
|
103 | $282.2M |
|
Q1 2024 13F
Filed Apr 12, 2024
|
106 | $293.3M |
|
Q4 2023 13F
Filed Jan 16, 2024
|
98 | $246.0M |
|
Q3 2023 13F
Filed Nov 2, 2023
|
93 | $250.5M |
|
Q2 2023 13F
Filed Jul 17, 2023
|
90 | $238.6M |
|
Q1 2023 13F
Filed Apr 10, 2023
|
88 | $243.9M |
|
Q4 2022 13F
Filed Feb 6, 2023
|
85 | $250.1M |
|
Q3 2022 13F
Filed Feb 24, 2023
|
84 | $181.2M |
|
Q2 2022 13F
Filed Feb 24, 2023
|
91 | $179.6M |
|
Q1 2022 13F
Filed Feb 24, 2023
|
103 | $226.3M |
|
Q4 2021 13F
Filed Feb 24, 2023
|
106 | $263.9M |
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | RSP INVESCO EXCHANGE TRADED FD T | $32.3M | 10.74% |
| 2 | VBR VANGUARD INDEX FDS | $28.2M | 9.38% |
| 3 | VTV VANGUARD INDEX FDS | $28.1M | 9.35% |
| 4 | IEF ISHARES TR | $26.0M | 8.66% |
| 5 | IWM ISHARES TR | $21.1M | 7.02% |
| 6 | FTA FIRST TR LRG CP VL ALPHADEX | $21.1M | 7.01% |
| 7 | TLT ISHARES TR | $18.8M | 6.25% |
| 8 | IAU ISHARES GOLD TR | $11.8M | 3.91% |
| 9 | PSQ PROSHARES TR | $10.7M | 3.56% |
| 10 | SPDN DIREXION SHS ETF TR | $10.6M | 3.52% |
| 11 | VTI VANGUARD INDEX FDS | $4.9M | 1.62% |
| 12 | FTCS FIRST TR EXCHANGE-TRADED FD | $4.5M | 1.49% |
| 13 | IJH ISHARES TR | $4.1M | 1.35% |
| 14 | VIG VANGUARD SPECIALIZED FUNDS | $3.7M | 1.25% |
| 15 | FVD FIRST TR VALUE LINE DIVID IN | $3.6M | 1.2% |
| 16 | QQQ INVESCO QQQ TR | $3.4M | 1.14% |
| 17 | RJF RAYMOND JAMES FINL INC | $3.3M | 1.1% |
| 18 | IVV ISHARES TR | $2.6M | 0.87% |
| 19 | AAPL APPLE INC | $2.5M | 0.84% |
| 20 | VUG VANGUARD INDEX FDS | $2.5M | 0.84% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.