KDK Private Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Houston, TX
CIK
0001776910
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 52 87,781 EPD, IWV, IVV, FTEC 13F-HR 5/6/2025 000166773125000598
Q4 2024 55 96,337 EPD, IWV, CCI, FTEC 13F-HR 2/13/2025 000166773125000253