Filed: 8/5/2025ACC: 0001172661-25-002888
📋 What this filing means
KDT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $61.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$61.96M
Total AUM (reported)
331.35K
Total Shares
Allocation by class
COM$32.54M52.5%
S&P 500 ETF SHS$8.16M13.2%
CL A$3.73M6.0%
HIGH DIV YLD$3.67M5.9%
CL B NEW$2.24M3.6%
DIV APP ETF$2.03M3.3%
CAP STK CL A$1.96M3.2%
Portfolio Concentration
Top 3$17.94M29.0%
4–10$14.00M22.6%
11–25$13.45M21.7%
Rest$16.56M26.7%
Top 3 weight
29.0%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 331.35K
Sole
Full voting authority
331.35K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
VANGUARD INDEX FDS
SOLEShares14.36K
TypeSH
Market value$8.16M
13.16%
Sole
14.36K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.93K
TypeSH
Market value$5.93M
9.58%
Sole
11.93K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.79K
TypeSH
Market value$3.85M
6.22%
Sole
18.79K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares27.54K
TypeSH
Market value$3.67M
5.92%
Sole
27.54K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.61K
TypeSH
Market value$2.24M
3.61%
Sole
4.61K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares9.94K
TypeSH
Market value$2.03M
3.28%
Sole
9.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.13K
TypeSH
Market value$1.96M
3.17%
Sole
11.13K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.71K
TypeSH
Market value$1.38M
2.22%
Sole
8.71K
Shared
0.00
None
0.00
VISA INC
SOLEShares3.86K
TypeSH
Market value$1.37M
2.21%
Sole
3.86K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares6.17K
TypeSH
Market value$1.35M
2.18%
Sole
6.17K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares8.38K
TypeSH
Market value$1.33M
2.15%
Sole
8.38K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.57K
TypeSH
Market value$1.14M
1.84%
Sole
10.57K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares3.71K
TypeSH
Market value$1.08M
1.74%
Sole
3.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.36K
TypeSH
Market value$1.02M
1.65%
Sole
3.36K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares4.11K
TypeSH
Market value$946.5K
1.53%
Sole
4.11K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.26K
TypeSH
Market value$931.5K
1.50%
Sole
1.26K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares3.83K
TypeSH
Market value$891.7K
1.44%
Sole
3.83K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.64K
TypeSH
Market value$861.2K
1.39%
Sole
5.64K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares1.14K
TypeSH
Market value$805.4K
1.30%
Sole
1.14K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares5.04K
TypeSH
Market value$803.1K
1.30%
Sole
5.04K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.01K
TypeSH
Market value$782.0K
1.26%
Sole
4.01K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares7.31K
TypeSH
Market value$721.9K
1.16%
Sole
7.31K
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares2.53K
TypeSH
Market value$713.6K
1.15%
Sole
2.53K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares10.28K
TypeSH
Market value$713.4K
1.15%
Sole
10.28K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares4.56K
TypeSH
Market value$711.0K
1.15%
Sole
4.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.36K | SH | $8.16M 13.16% | 14.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.93K | SH | $5.93M 9.58% | 11.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.79K | SH | $3.85M 6.22% | 18.79K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 27.54K | SH | $3.67M 5.92% | 27.54K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.61K | SH | $2.24M 3.61% | 4.61K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.94K | SH | $2.03M 3.28% | 9.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.13K | SH | $1.96M 3.17% | 11.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.71K | SH | $1.38M 2.22% | 8.71K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.86K | SH | $1.37M 2.21% | 3.86K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 6.17K | SH | $1.35M 2.18% | 6.17K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 8.38K | SH | $1.33M 2.15% | 8.38K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.57K | SH | $1.14M 1.84% | 10.57K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 3.71K | SH | $1.08M 1.74% | 3.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.36K | SH | $1.02M 1.65% | 3.36K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 4.11K | SH | $946.5K 1.53% | 4.11K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.26K | SH | $931.5K 1.50% | 1.26K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 3.83K | SH | $891.7K 1.44% | 3.83K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.64K | SH | $861.2K 1.39% | 5.64K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.14K | SH | $805.4K 1.30% | 1.14K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 5.04K | SH | $803.1K 1.30% | 5.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.01K | SH | $782.0K 1.26% | 4.01K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 7.31K | SH | $721.9K 1.16% | 7.31K | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 2.53K | SH | $713.6K 1.15% | 2.53K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 10.28K | SH | $713.4K 1.15% | 10.28K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 4.56K | SH | $711.0K 1.15% | 4.56K | 0.00 | 0.00 |
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