KDT Advisors, LLC

PRINCETON, NJ · CIK 2054458 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$210.4m
Staff5 · 3 in investment roles
Main clients (by assets)Companies 68%, High net worth individuals 31%
Websitekdtadvisors.com
Form ADV · 2026-06-04SEC adviser record

Kindinstitutions
Others nearbyPrinceton, NJ

As an employer

Offices in2 countries

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Princeton, NJ (main office)United States	United States	about 2
Riviere Du RempartMauritius	Mauritius	1

$72.3m reported value +15.1% vs Q1 2026

73positions

47.6%in top 10

7 new 39 added 2 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	14,831	$10.2m14.10%	14.10%	Added +477	+477 3.3%
2	APPLE INC COM AAPL	AAPL	16,589	$4.8m6.64%	6.64%	Added +145	+145 0.9%
3	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	27,539	$4.4m6.02%	6.02%	Unchanged
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,417	$3.7m5.15%	5.15%	Added +8	+8 0.1%
5	MICROSOFT CORP COM MSFT	MSFT	6,766	$2.5m3.49%	3.49%	Added +213	+213 3.2%
6	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	9,940	$2.4m3.25%	3.25%	Unchanged
7	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,613	$1.8m2.50%	2.50%	Added +378	+378 11.7%
8	NVIDIA CORPORATION COM NVDA	NVDA	8,632	$1.7m2.39%	2.39%	Added +8	+8 0.1%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,100	$1.5m2.10%	2.10%	Added +740	+740 22.0%
10	JOHNSON & JOHNSON COM JNJ	JNJ	5,515	$1.4m1.94%	1.94%	Added +100	+100 1.9%
11	CORNING INC COM GLW	GLW	5,445	$1.4m1.92%	1.92%	Unchanged
12	EXXON MOBIL CORP COM XOM	XOM	9,679	$1.3m1.83%	1.83%	Unchanged
13	GOLDMAN SACHS GROUP INC COM GS	GS	1,242	$1.3m1.74%	1.74%	Added +9	+9 0.7%
14	JPMORGAN CHASE & CO COM JPM	JPM	3,747	$1.2m1.70%	1.70%	Unchanged
15	CISCO SYS INC COM CSCO	CSCO	9,004	$1.1m1.46%	1.46%	Added +352	+352 4.1%
16	PROCTER AND GAMBLE CO COM PG	PG	7,031	$1.0m1.43%	1.43%	Added +187	+187 2.7%
17	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	10,590	$1.0m1.40%	1.40%	Added +3.4k	+3,375 46.8%
18	ORACLE CORP COM ORCL	ORCL	6,799	$996.6k1.38%	1.38%	Added +210	+210 3.2%
19	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	11,705	$980.3k1.36%	1.36%	Unchanged
20	VISA INC COM CL A V	V	2,829	$970.6k1.34%	1.34%	Added +159	+159 6.0%
21	ISHARES TR SHORT TREAS BD SHV	SHV	8,659	$955.5k1.32%	1.32%	Reduced -750	-750 -8.0%
22	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,650	$886.9k1.23%	1.23%	Unchanged
23	GE VERNOVA INC COM GEV	GEV	727	$854.1k1.18%	1.18%	Added +12	+12 1.7%
24	CHEVRON CORP NEW COM CVX	CVX	5,111	$847.2k1.17%	1.17%	Added +195	+195 4.0%
25	UNION PAC CORP COM UNP	UNP	3,065	$833.7k1.15%	1.15%	Added +98	+98 3.3%
26	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	15,725	$824.1k1.14%	1.14%	Unchanged
27	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	14,080	$819.5k1.13%	1.13%	Unchanged
28	MERCK & CO INC COM MRK	MRK	5,926	$761.5k1.05%	1.05%	Unchanged
29	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,520	$749.0k1.04%	1.04%	Added +70	+70 2.0%
30	PHILIP MORRIS INTL INC COM PM	PM	3,954	$715.3k0.99%	0.99%	Unchanged
31	CATERPILLAR INC COM CAT	CAT	657	$699.6k0.97%	0.97%	Unchanged
32	QUALCOMM INC COM QCOM	QCOM	3,534	$653.0k0.90%	0.90%	Added +125	+125 3.7%
33	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,851	$638.5k0.88%	0.88%	Added +121	+121 4.4%
34	ISHARES TR 1 3 YR TREAS BD SHY	SHY	7,685	$631.0k0.87%	0.87%	Unchanged
35	ISHARES INC MSCI WORLD ETF URTH	URTH	3,100	$628.2k0.87%	0.87%	Unchanged
36	AIR PRODS & CHEMS INC COM APD	APD	2,087	$611.9k0.85%	0.85%	Added +73	+73 3.6%
37	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,263	$603.2k0.83%	0.83%	Unchanged
38	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	6,750	$597.6k0.83%	0.83%	Unchanged
39	MCDONALDS CORP COM MCD	MCD	2,190	$592.0k0.82%	0.82%	Added +89	+89 4.2%
40	USA RARE EARTH INC COM USAR	USAR	26,910	$580.7k0.80%	0.80%	New
41	ALPHABET INC CAP STK CL C GOOG	GOOG	1,598	$564.6k0.78%	0.78%	Added +150	+150 10.4%
42	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,250	$541.7k0.75%	0.75%	Unchanged
43	LENNAR CORP CL A LEN	LEN	5,578	$504.8k0.70%	0.70%	Added +515	+515 10.2%
44	NEXTERA ENERGY INC COM NEE	NEE	5,647	$495.6k0.69%	0.69%	Added +515	+515 10.0%
45	AMAZON COM INC COM AMZN	AMZN	2,006	$478.1k0.66%	0.66%	Unchanged
46	ONEOK INC NEW COM OKE	OKE	5,266	$457.8k0.63%	0.63%	Added +916	+916 21.1%
47	ALTRIA GROUP INC COM MO	MO	6,245	$449.3k0.62%	0.62%	Unchanged
48	ARISTA NETWORKS INC COM SHS ANET	ANET	2,638	$448.1k0.62%	0.62%	Added +28	+28 1.1%
49	RIO TINTO PLC SPONSORED ADR RIO	RIO	4,711	$447.2k0.62%	0.62%	Added +60	+60 1.3%
50	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,675	$428.8k0.59%	0.59%	Added +75	+75 2.1%
51	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	640	$419.8k0.58%	0.58%	Unchanged
52	MILLROSE PPTYS INC COM CL A MRP	MRP	13,651	$410.2k0.57%	0.57%	Added +250	+250 1.9%
53	PEPSICO INC COM PEP	PEP	2,938	$397.8k0.55%	0.55%	Added +61	+61 2.1%
54	VALERO ENERGY CORP COM VLO	VLO	1,442	$375.6k0.52%	0.52%	Unchanged
55	ASTRAZENECA PLC ORD AZN	AZN	1,995	$373.6k0.52%	0.52%	Unchanged
56	ABBVIE INC COM ABBV	ABBV	1,482	$372.9k0.52%	0.52%	Added +455	+455 44.3%
57	ABBOTT LABS COM ABT	ABT	4,106	$372.6k0.52%	0.52%	Added +1.4k	+1,439 54.0%
58	META PLATFORMS INC CL A META	META	656	$369.5k0.51%	0.51%	Unchanged
59	HOME DEPOT INC COM HD	HD	980	$345.6k0.48%	0.48%	Added +69	+69 7.6%
60	EQUINIX INC COM EQIX	EQIX	327	$340.9k0.47%	0.47%	Added +23	+23 7.6%
61	WALMART INC COM WMT	WMT	2,890	$327.3k0.45%	0.45%	Unchanged
62	MONDELEZ INTL INC CL A MDLZ	MDLZ	5,567	$322.0k0.45%	0.45%	Unchanged
63	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	1,476	$319.7k0.44%	0.44%	Added +110	+110 8.1%
64	HONEYWELL INTL INC COM HON	HON	1,380	$309.0k0.43%	0.43%	New
65	HONEYWELL AEROSPACE INC COM HONA	HONA	1,380	$305.1k0.42%	0.42%	New
66	ZOETIS INC CL A ZTS	ZTS	4,170	$299.7k0.41%	0.41%	Reduced -84	-84 -2.0%
67	LENNAR CORP CL B LEN.B	LEN.B	2,914	$258.5k0.36%	0.36%	New
68	CUMMINS INC COM CMI	CMI	350	$249.6k0.35%	0.35%	New
69	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	2,840	$247.2k0.34%	0.34%	New
70	COMCAST CORP NEW CL A CMCSA	CMCSA	9,960	$244.5k0.34%	0.34%	Added +1.1k	+1,105 12.5%
71	AMGEN INC COM AMGN	AMGN	664	$240.4k0.33%	0.33%	Added +14	+14 2.1%
72	SPDR GOLD TR GOLD SHS GLD	GLD	591	$217.7k0.30%	0.30%	New
73	NETFLIX INC COM NFLX	NFLX	2,945	$210.3k0.29%	0.29%	Added +135	+135 4.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,378	$622.7k1.4k shares
INTUIT INTU	INTU	594	$256.8k594 shares
THOMSON REUTERS CORP		2,727	$245.4k2.7k shares