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Joyce A. Kruzan

Kaydan Wealth Management, Inc.

Assets Managed
$328.145M
Holdings
115
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.74%(2Q avg: -1.85%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Kaydan Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Kaydan Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 328.145M in assets, with a quarterly growth rate of 9.74% and a 2-quarter average growth rate of -1.85%. The portfolio is managed by Joyce A. Kruzan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 2.8%
11.34%
$37.189M
170,649 shares@ $217.93 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.75%
9.7%
$31.829M
446,720 shares@ $71.25 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Decreased -1.7%
7.51%
$24.632M
412,387 shares@ $59.74 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 314.93%
6.45%
$21.159M
70,426 shares@ $300.45 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.52%
6.32%
$20.708M
97,323 shares@ $212.78 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.46%
5.24%
$17.19M
104,642 shares@ $164.27 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
New Position
4.85%
$15.907M
232,524 shares@ $68.42 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 126.92%
4.13%
$13.544M
36,601 shares@ $370.04 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -38.47%
3.44%
$11.279M
119,262 shares@ $94.57 avg price
FTA
First Trust L C Val Alp
Recent Activity
Decreased -2.49%
2.56%
$8.384M
86,611 shares@ $96.8 avg price

1-10 of 115