KAYDAN WEALTH MANAGEMENT INC
Q4 2025 Form 13-F
FENTON, MICHIGAN
CIK 0001964532
· CRD 108964
· SEC-registered investment adviser
$345.5M Reported Value Total
KAYDAN WEALTH MANAGEMENT, INC. reports 2,426 total accounts under management (AUM). There are 2,426 discretionary accounts valued at $726,507,771, 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
$345.5M
Quarter over quarter
+4.3%
Holdings
112
Top-10 concentration
68.0%
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 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 12, 2026 |
| Form | 13F-HR |
| Reported value | $345.5M |
| Positions | 112 |
| Change in reported value | -1.3% |
| New positions | 1 |
| Exited positions | 2 |
| Position turnover | 2.6% |
| Top-10 concentration | 68.0% |
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 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VEA VANGUARD TAX-MANAGED FDS | $42.0M | 12.15% |
| 2 | IAU ISHARES GOLD TR | $35.0M | 10.14% |
| 3 | VTV VANGUARD INDEX FDS | $31.8M | 9.19% |
| 4 | ITOT ISHARES TR | $30.1M | 8.7% |
| 5 | IEF ISHARES TR | $25.9M | 7.51% |
| 6 | FTSM FIRST TR EXCHANGE-TRADED FD | $24.9M | 7.21% |
| 7 | RSP INVESCO EXCHANGE TRADED FD T | $18.3M | 5.31% |
| 8 | TLT ISHARES TR | $13.0M | 3.75% |
| 9 | FTA FIRST TR EXCHANGE-TRADED ALP | $7.7M | 2.23% |
| 10 | OEF ISHARES TR | $6.1M | 1.78% |
| 11 | IJH ISHARES TR | $6.0M | 1.75% |
| 12 | VTI VANGUARD INDEX FDS | $5.5M | 1.59% |
| 13 | IEFA ISHARES TR | $5.0M | 1.45% |
| 14 | VIG VANGUARD SPECIALIZED FUNDS | $4.3M | 1.24% |
| 15 | IVV ISHARES TR | $4.3M | 1.23% |
| 16 | VUG VANGUARD INDEX FDS | $4.2M | 1.23% |
| 17 | QQQ INVESCO QQQ TR | $4.1M | 1.18% |
| 18 | IWM ISHARES TR | $4.0M | 1.17% |
| 19 | FVD FIRST TR EXCHANGE-TRADED FD | $3.9M | 1.12% |
| 20 | RJF RAYMOND JAMES FINL INC | $3.4M | 0.98% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.