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KDT Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $73,032,929
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $10,394,455
- APPLE INC · COM · 037833100 · shares: $5,527,466
- VANGUARD WHITEHALL FDS · HIGH DIV YLD · 921946406 · shares: $4,274,053
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $3,589,443
- MICROSOFT CORP · COM · 594918104 · shares: $3,426,685
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $2,319,101
- NVIDIA CORPORATION · COM · 67066G104 · shares: $1,971,376
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $1,807,559
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $1,575,257
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $1,534,384
Reported holdings
73 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 14,831 shares | $10,394,455 |
| APPLE INC | COM | 037833100 | — | 16,598 shares | $5,527,466 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 27,539 shares | $4,274,053 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 10,432 shares | $3,589,443 |
| MICROSOFT CORP | COM | 594918104 | — | 6,681 shares | $3,426,685 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 9,940 shares | $2,319,101 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 8,632 shares | $1,971,376 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,630 shares | $1,807,559 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 9,679 shares | $1,575,257 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 4,100 shares | $1,534,384 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 5,515 shares | $1,460,041 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 3,747 shares | $1,239,620 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,244 shares | $1,120,048 |
| CHEVRON CORPORATION | COM | 166764100 | — | 5,124 shares | $1,046,372 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 7,101 shares | $1,031,633 |
| VISA INC | COM CL A | 92826C839 | — | 2,836 shares | $1,019,060 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 10,590 shares | $1,005,944 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 11,705 shares | $971,164 |
| CISCO SYS INC | COM | 17275R102 | — | 9,004 shares | $969,101 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 8,659 shares | $955,261 |
| ORACLE CORP | COM | 68389X105 | — | 6,799 shares | $933,611 |
| MERCK & CO INC | COM | 58933Y105 | — | 5,926 shares | $861,107 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 3,650 shares | $843,260 |
| UNION PAC CORP | COM | 907818108 | — | 3,074 shares | $836,528 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 14,080 shares | $810,445 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 15,725 shares | $805,592 |
| CORNING INC | COM | 219350105 | — | 5,095 shares | $783,407 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 2,960 shares | $763,858 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 3,954 shares | $754,502 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 3,520 shares | $732,230 |
| GE VERNOVA INC | COM | 36828A101 | — | 731 shares | $694,808 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,675 shares | $687,409 |
| QUALCOMM INC | COM | 747525103 | — | 3,534 shares | $650,397 |
| ISHARES INC | MSCI WORLD ETF | 464286392 | — | 3,100 shares | $639,313 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,334 shares | $608,557 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 6,750 shares | $585,900 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 2,086 shares | $580,388 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 1,442 shares | $558,934 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,605 shares | $546,888 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 2,652 shares | $539,921 |
| CATERPILLAR INC | COM | 149123101 | — | 657 shares | $532,689 |
| MCDONALDS CORP | COM | 580135101 | — | 2,250 shares | $519,615 |
| AMAZON COM INC | COM | 023135106 | — | 2,006 shares | $499,795 |
| META PLATFORMS INC | CL A | 30303M102 | — | 664 shares | $481,520 |
| ONEOK INC NEW | COM | 30609A109 | — | 5,586 shares | $476,318 |
| LENNAR CORP | CL A | 526057104 | — | 5,438 shares | $443,686 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 4,711 shares | $443,635 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 5,647 shares | $427,704 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 6,245 shares | $420,538 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 4,229 shares | $417,952 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,250 shares | $410,638 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 640 shares | $389,760 |
| ABBVIE INC | COM | 00287Y109 | — | 1,482 shares | $387,676 |
| USA RARE EARTH INC | COM | 91733P107 | — | 26,910 shares | $378,893 |
| PEPSICO INC | COM | 713448108 | — | 2,938 shares | $372,303 |
| MILLROSE PPTYS INC | COM CL A | 601137102 | — | 14,041 shares | $364,645 |
| EQUINIX INC | COM | 29444U700 | — | 327 shares | $330,787 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 1,995 shares | $325,197 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 5,567 shares | $321,884 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 1,970 shares | $317,367 |
| WALMART INC | COM | 931142103 | — | 2,890 shares | $300,329 |
| ZOETIS INC | CL A | 98978V103 | — | 4,210 shares | $293,984 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,367 shares | $288,355 |
| AMGEN INC | COM | 031162100 | — | 670 shares | $282,412 |
| THOMSON REUTERS CORP | COM | 884903881 | — | 2,695 shares | $262,304 |
| HOME DEPOT INC | COM | 437076102 | — | 907 shares | $258,032 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 1,476 shares | $256,588 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 2,840 shares | $242,593 |
| LENNAR CORP | CL B | 526057302 | — | 2,974 shares | $237,890 |
| NETFLIX INC. | COM | 64110L106 | — | 3,412 shares | $237,407 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 591 shares | $225,076 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 9,960 shares | $216,730 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 1,378 shares | $213,549 |