KDK Private Wealth Management, LLC - Portfolio overview

KDK Private Wealth Management, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. EPD - ENTERPRISE PRODS PARTNERS L, 26.99%
2. IWV - ISHARES TR, 15.18%
3. IVV - ISHARES TR, 5.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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