KDK Private Wealth Management, LLC
KDK Private Wealth Management, LLC reported 57 holdings worth US$121M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
KDK Private Wealth Management, LLC reported 57 holdings worth US$121M as of Jun 30, 2026. Largest: Enterprise Products Partners L.p., Apple Inc and Exxon Mobil Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$121M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Enterprise Products Partners L.p. | 776K | US$28.5M | 23.7% |
| Apple Inc | 21,666 | US$6.27M | 5.2% |
| Exxon Mobil Corporation | 9,835 | US$1.34M | 1.1% |
| Southstate Bank Corporation | 10,305 | US$1.03M | 0.85% |
| Halliburton Company | 29,085 | US$987K | 0.82% |
| Meta Platforms, Inc. | 1,004 | US$566K | 0.47% |
| Chevron Corporation | 3,350 | US$555K | 0.46% |
| Newmark Group, Inc. | 33,355 | US$504K | 0.42% |
| Space Exploration Technologies Corp | 2,300 | US$393K | 0.33% |
| Kimbell Royalty Partners | 24,041 | US$349K | 0.29% |
| Kinder Morgan, Inc. | 7,547 | US$241K | 0.20% |
| Booking Holdings Inc. Common Stock | 1,300 | US$232K | 0.19% |
| Sable Offshore Corp. | 51,000 | US$172K | 0.14% |
| Coterra Energy Inc. | 0 | US$0 | 0.00% |
| Newmont Corporation | 0 | US$0 | 0.00% |
| Third Coast Bancshares, Inc. | 0 | US$0 | 0.00% |