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KDK Private Wealth Management, LLC
KDK Private Wealth Management, LLC is a multi-family office and SEC Registered Investment Advisor headquartered in Houston, Texas. Founded in 2019 by Kamden D. Kanaly, the firm provides highly tailored wealth planning and investment advice to entrepreneurial and multigenerational families across Texas and the nation. KDK delivers discretionary portfolio management, estate and tax strategy, consolidated reporting, and bespoke governance support, with a team of 6 employees primarily serving high net worth individuals and families.
Investment Strategy
KDK Private Wealth Management allocates capital across public markets, private equity, real assets, and selective co-investments, focusing on discretionary portfolio management customized for entrepreneurial and multigenerational families. The firm's investment philosophy emphasizes independent, highly personalized advice and holistic service, including estate and tax planning, consolidated reporting, and bespoke governance to meet the long-term goals and unique needs of each client.
Latest 13F Filing Activity
KDK Private Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $94M. The fund increased holdings in Ishares TR, Fidelity Covington Trust, Ishares TR among other positions. KDK Private Wealth Management, LLC reduced exposure to Enterprise Prods Partners L, Fidelity Covington Trust, Halliburton Co. among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EPD | ENTERPRISE PRODS PARTNERS L | 25.49% | $23.9M | 769,805 | $31.39 | $31.01 | -$932.6K |
I IWV | ISHARES TR | 16.72% | $15.7M | 44,596 | $333.43 | $351.00 | +$1.5M |
I IVV | ISHARES TR | 6.40% | $6.0M | 9,648 | $588.68 | $620.90 | +$531.0K |
F FTEC | FIDELITY COVINGTON TRUST | 6.39% | $6.0M | 30,362 | $184.88 | $197.22 | +$925.0K |
I IWF | ISHARES TR | 4.22% | $4.0M | 9,311 | $401.58 | $424.58 | +$591.3K |
Industry Allocation
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