KDK Private Wealth Management is an SEC-registered investment adviser based in Houston, TX that reports managing 1 hedge fund on Form ADV. It reports $584.6 million in regulatory assets under management. Its private funds, of all types, hold $53.4 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +7.1% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +20.2% from Q1 2025 to Q2 2026, compared with +27.4% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $584.6 millionForm ADV Item 5.F
- Gross assets of private funds
- $53.4 millionAll private fund types, Form ADV
- Hedge funds managed
- 15 private funds in total
- Employees
- 7Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 299583
- Latest Form ADV
- 07/10/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +6.4% | +14.8% |
| Q1 2026 | +0.6% | -4.6% |
| Q4 2025 | +2.0% | +2.4% |
| Q3 2025 | +6.4% | +7.8% |
| Q2 2025 | +3.7% | +10.4% |
| Q1 2025 | -0.2% | -4.5% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Enterprise Prods Partners L P Com$28.5 million
- Ishares Russell 3000 ETF$19.9 million
- Fidelity MSCI Information Technology Index ETF$7.9 million
- Ishares Core S&P 500 ETF$7.4 million
- Apple Inc Com$6.3 million
- Ishares Russell 1000 Growth$4.4 million
- Fidelity Wise Origin Bitcoin Fund$2.8 million
- Ishares Short Treasury Bond$2.7 million
- Vanguard Info Technology Index$2.6 million
- Fidelity MSCI Indust Indx$2.6 million
As of 2026-06-30, from 13F filing by KDK Private Wealth Management, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures