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Manager record

KDK Private Wealth Management, LLC

Houston, TX · CIK 1776910 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$120.55MReported 13F valueQ2 2026 · as filed
57Holdings listed
+10.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $93.6M$93.6MQ2 202557 holdingsQ3 2025: $98.7M$98.7MQ3 202555 holdingsQ4 2025: $114.6M$114.6MQ4 202572 holdingsQ1 2026: $109.3M$109.3MQ1 202660 holdingsQ2 2026: $120.6M$120.6MQ2 202657 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$120.55M · 57 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$109.30M · 60 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR/A · period Q4 2025

$114.55M · 72 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$114.55M · 72 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$98.66M · 55 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$93.65M · 57 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology