KDK Private Wealth Management, LLC
Q3 2026 13F Holdings
Location
Houston, TX
Holdings as of
9/30/2026
Value
$126M
Num holdings
58
Date filed
11/3/2026
Form type
13F-HR
Holdings also reported by
Parametric Portfolio Associates LLC
Prev filing
8/13/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type