KDK Private Wealth Management, LLC
CIK 1776910 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- EPD23.18%
- IWV14.69%
- CCI7.18%
- FTEC6.07%
- IVV5.99%
- IWF3.88%
- SHV3.10%
- AAPL2.24%
- FIDU1.98%
- VGT1.97%
Share classes counted separately70.28%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EPDENTERPRISE PRODUCTS PARTNERS View history and evidence | $22.33M | 23.18% | 712.15K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWVISHARES RUSSELL 3000 ETFRUSSELL 3000 ETF View history and evidence | $14.15M | 14.69% | 42.33K shares | Prior unavailable — | — | ↗▾ |
| 03 | CCICROWN CASTLE INC View history and evidence | $6.92M | 7.18% | 76.24K shares | Prior unavailable — | — | ↗▾ |
| 04 | FTECFIDELITY MSCI INFO TECH INDXMSCI INFO TECH I View history and evidence | $5.85M | 6.07% | 31.64K shares | Prior unavailable — | — | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $5.77M | 5.99% | 9.80K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $3.74M | 3.88% | 9.31K shares | Prior unavailable — | — | ↗▾ |
| 07 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $2.99M | 3.10% | 27.14K shares | Prior unavailable — | — | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $2.16M | 2.24% | 8.61K shares | Prior unavailable — | — | ↗▾ |
| 09 | FIDUFIDELITY MSCI INDUST INDXMSCI INDL INDX View history and evidence | $1.91M | 1.98% | 27.19K shares | Prior unavailable — | — | ↗▾ |
| 10 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $1.90M | 1.97% | 3.06K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1776910 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 96337173
}Research all 55 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.