Filed: 5/15/2026ACC: 0001172661-26-002195
๐ What this filing means
KDT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 69 equity positions with a total reported market value of $62.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$62.77M
Total AUM (reported)
358.90K
Total Shares
Allocation by class
COM$28.86M46.0%
S&P 500 ETF SHS$8.58M13.7%
HIGH DIV YLD$4.08M6.5%
CAP STK CL A$2.99M4.8%
CL A$2.42M3.9%
DIV APP ETF$2.14M3.4%
CL B NEW$1.55M2.5%
Portfolio Concentration
Top 3$16.83M26.8%
4โ10$13.58M21.6%
11โ25$13.54M21.6%
Rest$18.83M30.0%
Top 3 weight
26.8%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 358.90K
Sole
Full voting authority
358.90K
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)
Sole69
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings69
Rows:
VANGUARD INDEX FDS
SOLEShares14.35K
TypeSH
Market value$8.58M
13.66%
Sole
14.35K
Shared
0.00
None
0.00
APPLE INC
SOLEShares16.44K
TypeSH
Market value$4.17M
6.65%
Sole
16.44K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares27.54K
TypeSH
Market value$4.08M
6.50%
Sole
27.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.41K
TypeSH
Market value$2.99M
4.77%
Sole
10.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.55K
TypeSH
Market value$2.43M
3.86%
Sole
6.55K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares9.94K
TypeSH
Market value$2.14M
3.41%
Sole
9.94K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares9.68K
TypeSH
Market value$1.64M
2.62%
Sole
9.68K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.23K
TypeSH
Market value$1.55M
2.47%
Sole
3.23K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.62K
TypeSH
Market value$1.50M
2.40%
Sole
8.62K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.42K
TypeSH
Market value$1.32M
2.11%
Sole
5.42K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares3.75K
TypeSH
Market value$1.10M
1.76%
Sole
3.75K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.36K
TypeSH
Market value$1.08M
1.72%
Sole
3.36K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares1.23K
TypeSH
Market value$1.04M
1.66%
Sole
1.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.41K
TypeSH
Market value$1.04M
1.65%
Sole
9.41K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares4.92K
TypeSH
Market value$1.02M
1.62%
Sole
4.92K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares6.84K
TypeSH
Market value$988.5K
1.57%
Sole
6.84K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares6.59K
TypeSH
Market value$969.3K
1.54%
Sole
6.59K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares11.71K
TypeSH
Market value$879.0K
1.40%
Sole
11.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.72K
TypeSH
Market value$826.5K
1.32%
Sole
15.72K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares14.08K
TypeSH
Market value$824.2K
1.31%
Sole
14.08K
Shared
0.00
None
0.00
VISA INC
SOLEShares2.67K
TypeSH
Market value$807.0K
1.29%
Sole
2.67K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.65K
TypeSH
Market value$793.0K
1.26%
Sole
3.65K
Shared
0.00
None
0.00
CORNING INC
SOLEShares5.45K
TypeSH
Market value$740.4K
1.18%
Sole
5.45K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares2.97K
TypeSH
Market value$719.9K
1.15%
Sole
2.97K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares5.93K
TypeSH
Market value$712.8K
1.14%
Sole
5.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.35K | SH | $8.58M 13.66% | 14.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.44K | SH | $4.17M 6.65% | 16.44K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 27.54K | SH | $4.08M 6.50% | 27.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.41K | SH | $2.99M 4.77% | 10.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.55K | SH | $2.43M 3.86% | 6.55K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.94K | SH | $2.14M 3.41% | 9.94K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 9.68K | SH | $1.64M 2.62% | 9.68K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.23K | SH | $1.55M 2.47% | 3.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.62K | SH | $1.50M 2.40% | 8.62K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.42K | SH | $1.32M 2.11% | 5.42K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 3.75K | SH | $1.10M 1.76% | 3.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.36K | SH | $1.08M 1.72% | 3.36K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.23K | SH | $1.04M 1.66% | 1.23K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 9.41K | SH | $1.04M 1.65% | 9.41K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 4.92K | SH | $1.02M 1.62% | 4.92K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 6.84K | SH | $988.5K 1.57% | 6.84K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 6.59K | SH | $969.3K 1.54% | 6.59K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 11.71K | SH | $879.0K 1.40% | 11.71K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 15.72K | SH | $826.5K 1.32% | 15.72K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 14.08K | SH | $824.2K 1.31% | 14.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 2.67K | SH | $807.0K 1.29% | 2.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 3.65K | SH | $793.0K 1.26% | 3.65K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 5.45K | SH | $740.4K 1.18% | 5.45K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 2.97K | SH | $719.9K 1.15% | 2.97K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 5.93K | SH | $712.8K 1.14% | 5.93K | 0.00 | 0.00 |
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