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Kaydan Wealth Management, Inc.
RIA/Wealth
Kaydan Wealth Management, Inc. is a RIA/Wealth based in Fenton, MI led by James Brendan Kruzan, reporting $655.1M in AUM as of Q3 2025 with 78% ETF concentration, 63% concentrated in top 10 holdings, and minimal technology exposure.
PresidentJames Brendan Kruzan
- Portfolio Value
- $349.3M
- Positions
- 112
- Top Holding
- VEA at 11.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kaydan Wealth Management, Inc.'s portfolio (63.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.7M | 11.64% | -$950.0K Sold | — 678.6K shares | |
Unknown Unknown | $32.5M | 9.29% | +$6.3M Bought | — 446.1K shares | |
ETF ETF | $31.4M | 8.99% | +$387.0K Bought | — 168.4K shares | |
ETF ETF | $30.0M | 8.60% | +$7.1M Bought | — 206.2K shares | |
ETF ETF | $26.1M | 7.48% | +$12.3M Bought | — 270.8K shares | |
ETF ETF | $18.3M | 5.23% | -$608.0K Sold | — 96.3K shares | |
ETF ETF | $16.6M | 4.74% | -$8.9M Sold | — 199.5K shares | |
Unknown Unknown | $10.9M | 3.12% | -$9.3M Sold | — 257.3K shares | |
ETF ETF | $7.7M | 2.19% | +$7.0M Bought | — 116.2K shares | |
ETF ETF | $7.4M | 2.13% | -$177.4K Sold | — 89.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kaydan Wealth Management, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Kaydan Wealth Management, Inc.
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