Holdings
KDK Private Wealth Management, LLC
As of Jun 30, 2026, KDK Private Wealth Management, LLC reported 13 positions worth US$41.2M. Largest: Enterprise Products Partners L.p., Apple Inc and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Enterprise Products Partners L.p. | 776K | US$28.5M | −3,353 | Jun 30, 2026 |
| Apple Inc | 21,666 | US$6.27M | +13,542 | Jun 30, 2026 |
| Exxon Mobil Corporation | 9,835 | US$1.34M | −93 | Jun 30, 2026 |
| Southstate Bank Corporation | 10,305 | US$1.03M | −7 | Jun 30, 2026 |
| Halliburton Company | 29,085 | US$987K | +52 | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,004 | US$566K | −37 | Jun 30, 2026 |
| Chevron Corporation | 3,350 | US$555K | −330 | Jun 30, 2026 |
| Newmark Group, Inc. | 33,355 | US$504K | −26,645 | Jun 30, 2026 |
| Space Exploration Technologies Corp | 2,300 | US$393K | new | Jun 30, 2026 |
| Kimbell Royalty Partners | 24,041 | US$349K | no change | Jun 30, 2026 |