KDK Private Wealth Management, LLC has reported its latest investment holdings in a filing with the SEC, revealing a total portfolio value of approximately $125.6 million as of September 30, 2026. This update is significant as it showcases the firm's asset management capabilities and its strategic investment decisions in a competitive wealth management landscape.

Background

KDK Private Wealth Management, LLC, based in Houston, Texas, is a firm focused on wealth management and investment advisory services. The company is registered under the Central Index Key (CIK) number 0001776910. The firm has consistently filed 13F-HR forms, with its most recent submission dated November 3, 2026, which reports its investment activities for the quarter ending September 30, 2026.

What the Filing Says

The filing indicates that KDK Private Wealth Management holds investments in a variety of companies. Notable holdings include:

  • Apple Inc: 20,834 shares valued at approximately $6.94 million.
  • Chevron Corporation: 3,376 shares valued at approximately $689,375.
  • Booking Holdings Inc: 1,300 shares valued at approximately $211,783.
  • Dimensional ETF Trust: Investments in various funds totaling significant values.

The total number of reported entries in the filing is 58, reflecting a diverse investment strategy.

Impact

This filing may affect various stakeholders, including clients of KDK Private Wealth Management who rely on the firm for strategic investment advice. Additionally, it may influence competitors in the wealth management industry as they analyze KDK's investment choices and portfolio performance.

What's Next

The filing does not specify what happens next for KDK Private Wealth Management. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.