Q2 2026 13F · SEC CIK 2054458

KDT Advisors, LLC

Institutional asset managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $72.3M
Reported positions: 73
Holdings vs S&P 500, 3 yrs: —
Assets under management: $210.4M

KDT Advisors, LLC is an institutional asset manager that reported 73 positions worth $72.3M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Vanguard Index Fds (VOO, 14.1%), Apple Inc (AAPL, 6.6%), Vanguard Whitehall Fds (VYM, 6.0%).

KDT Advisors, LLC holdings largest 50 of 73 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

KDT Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	14.1%	13.7%	14,831	+3.3%	$10.2M
AAPLApple Inc	6.6%	6.6%	16,589	+0.9%	$4.8M
VYMVanguard Whitehall Fds	6.0%	6.5%	27,539	+0.0%	$4.4M
GOOGLAlphabet Inc	5.2%	4.8%	10,417	+0.1%	$3.7M
MSFTMicrosoft Corp	3.5%	3.9%	6,766	+3.3%	$2.5M
VIGVanguard Specialized Funds	3.3%	3.4%	9,940	+0.0%	$2.4M
BRK-BBerkshire Hathaway Inc Del	2.5%	2.5%	3,613	+11.7%	$1.8M
NVDANvidia Corporation	2.4%	2.4%	8,632	+0.1%	$1.7M
VTIVanguard Index Fds	2.1%	1.7%	4,100	+22.0%	$1.5M
JNJJohnson & Johnson	1.9%	2.1%	5,515	+1.8%	$1.4M
GLWCorning Inc	1.9%	1.2%	5,445	+0.0%	$1.4M
XOMExxon Mobil Corp	1.8%	2.6%	9,679	+0.0%	$1.3M
GSGoldman Sachs Group Inc	1.7%	1.7%	1,242	+0.7%	$1.3M
JPMJpmorgan Chase & Co	1.7%	1.8%	3,747	+0.0%	$1.2M
CSCOCisco Sys Inc	1.5%	1.1%	9,004	+4.1%	$1.1M
PGProcter & Gamble Co	1.4%	1.6%	7,031	+2.7%	$1.0M
IXUSIshares Tr	1.4%	1.0%	10,590	+46.8%	$1.0M
ORCLOracle Corp	1.4%	1.5%	6,799	+3.2%	$997K
VEUVanguard Intl Equity Index F	1.4%	1.4%	11,705	+0.0%	$980K
VVisa Inc	1.3%	1.3%	2,829	+6.0%	$971K
SHVIshares Tr	1.3%	1.7%	8,659	-8.0%	$956K
VBRVanguard Index Fds	1.2%	1.3%	3,650	+0.0%	$887K
GEVGe Vernova Inc	1.2%	1.0%	727	+1.7%	$854K
CVXChevron Corporation	1.2%	1.6%	5,111	+4.0%	$847K
UNPUnion Pac Corp	1.2%	1.1%	3,065	+3.3%	$834K
IGSBIshares Tr	1.1%	1.3%	15,725	+0.0%	$824K
VGSHVanguard Scottsdale Fds	1.1%	1.3%	14,080	+0.0%	$819K
MRKMerck & Co Inc	1.1%	1.1%	5,926	+0.0%	$761K
RSPInvesco Exchange Traded Fd T	1.0%	1.1%	3,520	+2.0%	$749K
PMPhilip Morris Intl Inc	1.0%	1.0%	3,954	+0.0%	$715K
CATCaterpillar Inc	1.0%	0.7%	657	+0.0%	$700K
QCOMQualcomm Inc	0.9%	0.7%	3,534	+3.7%	$653K
ADPAutomatic Data Processing in	0.9%	0.9%	2,851	+4.4%	$638K
SHYIshares Tr	0.9%	1.0%	7,685	+0.0%	$631K
URTHIshares Inc	0.9%	0.9%	3,100	+0.0%	$628K
APDAir Products and Chemicals I	0.8%	0.9%	2,087	+3.6%	$612K
TSMTaiwan Semiconductor Manufac	0.8%	0.7%	1,263	+0.0%	$603K
VGKVanguard Ftse Europe ETF	0.8%	0.9%	6,750	+0.0%	$598K
MCDMcdonalds Corp	0.8%	1.0%	2,190	+4.2%	$592K
USARUSA Rare Earth Inc	0.8%	—	26,910	—	$581K
GOOGAlphabet Inc	0.8%	0.7%	1,598	+10.4%	$565K
LRCXLam Research Corp	0.8%	—	1,250	—	$542K
LENLennar Corp	0.7%	0.7%	5,578	+10.2%	$505K
NEENextera Energy Inc	0.7%	0.8%	5,647	+10.0%	$496K
AMZNAmazon Com Inc	0.7%	0.7%	2,006	+0.0%	$478K
OKEOneok Inc New	0.6%	—	5,266	—	$458K
MOAltria Group Inc	0.6%	0.7%	6,245	+0.0%	$449K
ANETArista Networks Inc	0.6%	—	2,638	—	$448K
RIORio Tinto PLC	0.6%	0.7%	4,711	+1.3%	$447K
PLTRPalantir Technologies Inc	0.6%	0.8%	3,675	+2.1%	$429K

What KDT Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IXUS Ishares Tr+46.8% shares
VTI Vanguard Index Fds+22.0% shares
BRK-B Berkshire Hathaway Inc Del+11.7% shares
GOOG Alphabet Inc+10.4% shares
LEN Lennar Corp+10.2% shares
NEE Nextera Energy Inc+10.0% shares
V Visa Inc+6.0% shares

Reduced

SHV Ishares Tr-8.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$72.3M	73
Q1 2026	$62.8M	69
Q4 2025	$71.3M	70
Q3 2025	$60.9M	61
Q2 2025	$62.0M	67
Q1 2025	$68.0M	73
Q4 2024	$68.1M	72

Questions about KDT Advisors, LLC's portfolio

What stocks does KDT Advisors, LLC own?

KDT Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 73 positions worth $72.3M. The largest are Vanguard Index Fds (VOO) at 14.1%, Apple Inc (AAPL) at 6.6%, Vanguard Whitehall Fds (VYM) at 6.0%, Alphabet Inc (GOOGL) at 5.2% and Microsoft Corp (MSFT) at 3.5%.

What did KDT Advisors, LLC buy last quarter?

In Q2 2026, KDT Advisors, LLC added Ishares Tr (IXUS) (+46.8% shares), Vanguard Index Fds (VTI) (+22.0% shares) and Berkshire Hathaway Inc Del (BRK-B) (+11.7% shares), compared with its Q1 2026 filing.

What did KDT Advisors, LLC sell last quarter?

In Q2 2026, KDT Advisors, LLC cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Astrazeneca PLC (AZN) and Ishares Tr (SHV) (-8.0% shares), compared with its Q1 2026 filing.

When is KDT Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. KDT Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does KDT Advisors, LLC manage?

KDT Advisors, LLC reported $210.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $72.3M.