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KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
+9.8%
1 Year Est. Return
+42.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$206M
Cap. Flow
+$208M
Cap. Flow %
99.54%
Top 10 Hldgs %
56.2%
Holding
133
New
121
Increased
10
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$20.1M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$15.9M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$13.8M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$12.1M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$11.1M

Top Sells

Rank Stock Value
1
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$139K
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.11K

Sector Composition

Rank Sector Weight
1 Energy 6.91%
2 Financials 6.09%
3 Materials 3.88%
4 Industrials 2.97%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OUNZ icon
1
VanEck Merk Gold Trust
OUNZ
$2.48B
$19.7M 9.41%
437,527
+429,416
+5,294% +$20.1M
PDBC icon
2
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.63B
$16.2M 7.74%
935,518
+911,713
+3,830% +$13.8M
IWM icon
3
iShares Russell 2000 ETF
IWM
$81.2B
$15.6M 7.45%
62,925
+61,603
+4,660% +$15.9M
NLR icon
4
VanEck Uranium + Nuclear Energy ETF
NLR
$3.78B
$11.5M 5.49%
86,349
+84,623
+4,903% +$12.1M
IGSB icon
5
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$10.8M 5.17%
205,923
+196,705
+2,134% +$10.4M
SIVR icon
6
abrdn Physical Silver Shares ETF
SIVR
$3.91B
$10.2M 4.89%
142,935
+139,701
+4,320% +$11.1M
EMLC icon
7
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$8.95M 4.27%
356,382
+346,801
+3,620% +$8.99M
ILF icon
8
iShares Latin America 40 ETF
ILF
$3.72B
$8.47M 4.05%
238,527
+232,423
+3,808% +$8.05M
EWZ icon
9
iShares MSCI Brazil ETF
EWZ
$8.98B
$8.12M 3.88%
+211,575
New +$7.74M
CIBR icon
10
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.3B
$8.09M 3.86%
+129,012
New +$8.65M
TLT icon
11
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
$7.71M 3.68%
88,918
+85,389
+2,420% +$7.51M
SLV icon
12
iShares Silver Trust
SLV
$27.2B
$7.3M 3.48%
+107,087
New +$8.14M
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$5.13M 2.45%
62,105
+59,818
+2,616% +$4.95M
FRO icon
14
Frontline
FRO
$8.22B
$3.12M 1.49%
+89,360
New +$2.73M
CEF icon
15
Sprott Physical Gold and Silver Trust
CEF
$7.3B
$2.89M 1.38%
+60,509
New +$3.1M
DLX icon
16
Deluxe
DLX
$1.19B
$2.72M 1.3%
+98,937
New +$2.59M
EQNR icon
17
Equinor
EQNR
$88.8B
$2.37M 1.13%
+56,127
New +$1.69M
SCHW
18
Charles Schwab
SCHW
$178B
$2.19M 1.04%
+23,283
New +$2.28M
GRDN
19
Guardian Pharmacy Services
GRDN
$2.52B
$2.15M 1.03%
+57,027
New +$1.86M
WT icon
20
WisdomTree
WT
$3.1B
$2.13M 1.02%
+146,095
New +$2.26M
EME icon
21
Emcor
EME
$33.1B
$2.11M 1.01%
+2,861
New +$2.08M
JXN icon
22
Jackson Financial
JXN
$8.58B
$1.97M 0.94%
+18,649
New +$2.09M
ENVA icon
23
Enova International
ENVA
$5.73B
$1.89M 0.9%
+13,932
New +$2.07M
VIPS icon
24
Vipshop
VIPS
$7.01B
$1.77M 0.84%
+112,469
New +$1.91M
CNO icon
25
CNO Financial Group
CNO
$4.95B
$1.74M 0.83%
+42,364
New +$1.77M
1
2 3 4 5

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Kiker Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kiker Wealth Management held 133 positions worth $209M, up 6,847% from $3.01M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kiker Wealth Management deployed $208M of net new capital in Q1 2026, opening 121 new positions and adding to 10 existing holdings. Its largest new stake was First Trust NASDAQ Cybersecurity ETF: 129,012 shares worth $8.09M.

By sector, the portfolio is most concentrated in Energy at 6.9% of assets, up from 0% a quarter earlier, followed by Financials and Materials.

On the sell side, the largest reduction was VanEck Digital Transformation ETF, an estimated $139K trimmed.

  • Kiker Wealth Management's largest Q1 2026 buy was First Trust NASDAQ Cybersecurity ETF: 129,012 shares worth $8.09M.
  • Kiker Wealth Management added most to VanEck Merk Gold Trust in Q1 2026, an estimated $20.1M increase.
  • Kiker Wealth Management's biggest Q1 2026 reduction was VanEck Digital Transformation ETF, cutting an estimated $139K.
  • Kiker Wealth Management fully exited VanEck Fallen Angel High Yield Bond ETF in Q1 2026, selling an estimated $2.11K.
  • Kiker Wealth Management's ten largest holdings make up 56% of its $209M portfolio in Q1 2026.
  • Kiker Wealth Management opened 121 new positions and closed 1 in Q1 2026.
  • Kiker Wealth Management's portfolio value rose 6,847% quarter-over-quarter to $209M.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.