KDK Private Wealth Management, LLC

Institutional manager (13F) · CIK 1776910

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $107M

#	Issuer	Value	Shares
1	ENTERPRISE PRODS PARTNERS L	$30M	779,657
2	ISHARES TR	$17M	44,775
3	ISHARES TR	$6M	9,944
4	FIDELITY COVINGTON TRUST	$6M	28,100
5	ISHARES TR	$4M	8,922
6	FIDELITY WISE ORIGIN BITCOIN	$3M	53,019
7	FIDELITY ETHEREUM FD	$3M	137,340
8	ISHARES TR	$3M	24,322
9	FIDELITY COVINGTON TRUST	$2M	25,990
10	APPLE INC	$2M	8,124
11	VANGUARD WORLD FD	$2M	2,922
12	FIDELITY COVINGTON TRUST	$2M	26,071
13	FIDELITY COVINGTON TRUST	$2M	24,302
14	EXXON MOBIL CORP	$2M	9,928
15	SELECT SECTOR SPDR TR	$2M	12,352
16	FIDELITY COVINGTON TRUST	$1M	16,078
17	FIDELITY COVINGTON TRUST	$1M	19,174
18	FIDELITY COVINGTON TRUST	$1M	21,943
19	VANGUARD WORLD FD	$1M	6,314
20	HALLIBURTON CO	$1M	29,033
21	VANGUARD WORLD FD	$1M	9,105
22	DIMENSIONAL ETF TRUST	$1M	21,488
23	SOUTHSTATE BK CORP	$954k	10,312
24	NEWMARK GROUP INC	$899k	60,000
25	VANGUARD WORLD FD	$843k	3,097
26	FIDELITY COVINGTON TRUST	$812k	23,857
27	ISHARES TR	$789k	8,715
28	CHEVRON CORPORATION	$761k	3,680
29	SELECT SECTOR SPDR TR	$740k	6,792
30	SABLE OFFSHORE CORP	$653k	39,500
31	ISHARES TR	$603k	3,183
32	META PLATFORMS INC	$596k	1,041
33	INVESCO EXCHANGE TRADED FD T	$590k	8,003
34	STATE STR SPDR S&P 500 ETF T	$568k	874
35	VANGUARD WORLD FD	$531k	1,479
36	SPDR SERIES TRUST	$513k	5,351
37	ISHARES TR	$513k	1,636
38	FIDELITY COVINGTON TRUST	$403k	6,993
39	ISHARES INC	$390k	5,592
40	VANGUARD WORLD FD	$365k	2,112
41	ISHARES TR	$352k	2,400
42	SELECT SECTOR SPDR TR	$349k	3,149
43	KIMBELL RTY PARTNERS LP	$348k	24,041
44	FIDELITY COVINGTON TRUST	$328k	5,550
45	VANGUARD INDEX FDS	$324k	1,490
46	DIMENSIONAL ETF TRUST	$298k	5,641
47	VANGUARD WORLD FD	$281k	1,420
48	ISHARES TR	$269k	754
49	VANGUARD WORLD FD	$267k	854
50	ISHARES TR	$264k	3,503

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.