Long-term investor
Kdk Private Wealth Management, LLC @kdkprivatewealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776910).
Record
- Tracked since 2025-06-30 (446 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EPD · 23.7% · long · since 2025-06-30
- 464287689 · 16.5% · long · since 2025-06-30
- 316092808 · 6.5% · long · since 2025-06-30
- 464287200 · 6.1% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- 464287614 · 3.7% · long · since 2025-06-30
- FBTC · 2.3% · long · since 2025-12-31
- 464288679 · 2.2% · long · since 2025-06-30
- 92204A702 · 2.2% · long · since 2025-06-30
- 316092709 · 2.1% · long · since 2025-06-30
- 81369Y803 · 1.9% · long · since 2025-06-30
- 31613E103 · 1.8% · long · since 2025-12-31