K
KDK Private Wealth Management, LLC
RIA/Wealth
KDK Private Wealth Management, LLC is a RIA/Wealth led by Deon Maryann Blaney, reporting $107.3M in AUM as of Q3 2025 with 66% ETF concentration, 71% concentrated in top 10 holdings, and 24% allocation to EPD.
Managing PartnerDeon Maryann Blaney
- Portfolio Value
- $98.7M
- Positions
- 55
- Top Holding
- EPD at 24.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KDK Private Wealth Management, LLC's portfolio (70.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Oil & Gas Midstream Energy | $24.1M | 24.47% | +$67.9K Bought | 0.04% 772.0K shares | |
ETF ETF | $16.9M | 17.15% | +$22.4K Bought | — 44.7K shares | |
ETF ETF | $6.8M | 6.86% | +$305.9K Bought | — 10.1K shares | |
ETF ETF | $6.5M | 6.62% | -$218.8K Sold | — 29.4K shares | |
ETF ETF | $4.3M | 4.34% | -$76.8K Sold | — 9.1K shares | |
ETF ETF | $2.8M | 2.88% | -$26.6K Sold | — 25.7K shares | |
ETF ETF | $2.2M | 2.25% | -$23.1K Sold | — 3.0K shares | |
ETF ETF | $2.2M | 2.19% | -$17.0K Sold | — 26.4K shares | |
Consumer Electronics Technology | $2.1M | 2.09% | -$192.0K Sold | 0.00% 8.1K shares | |
ETF ETF | $1.9M | 1.97% | -$50.9K Sold | — 25.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KDK Private Wealth Management, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+45.11% | |
+10.72% | |
+4.74% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-57.19% |
Analytics
Portfolio insights and performance metrics for KDK Private Wealth Management, LLC
GthenA