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KWM

Kiker Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 28.91%
This Fund
S&P 500
This Quarter Est. Return
+11.7%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
+$3.83M
Cap. Flow %
1.94%
Top 10 Hldgs %
50.43%
Holding
678
New
52
Increased
71
Reduced
52
Closed
455

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.45M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$2.33M
3
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

Rank Stock Value
1
EAT icon
Brinker International
EAT
+$1.61M
2
KMPR icon
Kemper
KMPR
+$1.55M
3
HES
Hess
HES
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

Rank Sector Weight
1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AON icon
251
Aon
AON
$75.7B
– –
-300
Closed -$107K
APAM icon
252
Artisan Partners
APAM
$3.03B
– –
-1
Closed -$39
APT icon
253
Alpha Pro Tech
APT
$50.6M
– –
-143
Closed -$671
ARE icon
254
Alexandria Real Estate Equities
ARE
$8.52B
– –
-9
Closed -$654
ARKB icon
255
ARK 21Shares Bitcoin ETF
ARKB
$2.45B
– –
-900
Closed -$32.2K
ARR
256
Armour Residential REIT
ARR
$2.33B
– –
-1
Closed -$20
AU icon
257
AngloGold Ashanti
AU
$41.2B
– –
-3,690
Closed -$168K
AUR icon
258
Aurora
AUR
$14.2B
– –
-150
Closed -$786
AUROW
259
Aurora Innovation Warrant
AUROW
$418M
– –
-350
Closed -$305
AVDV icon
260
Avantis International Small Cap Value ETF
AVDV
$19.3B
– –
-601
Closed -$47.6K
AVES icon
261
Avantis Emerging Markets Value ETF
AVES
$1.48B
– –
-510
Closed -$27.3K
AVGO icon
262
Broadcom
AVGO
$1.99T
– –
-178
Closed -$49.1K
AVUV icon
263
Avantis US Small Cap Value ETF
AVUV
$31.3B
– –
-1,816
Closed -$165K
AXP icon
264
American Express
AXP
$234B
– –
-13
Closed -$4.15K
AYI icon
265
Acuity Brands
AYI
$10.4B
– –
-180
Closed -$53.7K
BA icon
266
Boeing
BA
$187B
– –
-250
Closed -$52.4K
BABA icon
267
Alibaba
BABA
$309B
– –
-7
Closed -$794
BAC icon
268
Bank of America
BAC
$440B
– –
-160
Closed -$7.57K
BALL icon
269
Ball Corp
BALL
$17B
– –
-27
Closed -$1.51K
BATRK icon
270
Atlanta Braves Holdings Series B
BATRK
$3.28B
– –
-10
Closed -$468
BC icon
271
Brunswick
BC
$5.41B
– –
-120
Closed -$6.63K
BCD icon
272
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$397M
– –
-60
Closed -$1.99K
BCI icon
273
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.9B
– –
-300
Closed -$6.23K
BGS icon
274
B&G Foods
BGS
$289M
– –
-200
Closed -$846
BHK icon
275
BlackRock Core Bond Trust
BHK
$649M
– –
-929
Closed -$9.03K
9 10
11
12 13

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PHAM
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HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
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EBWM
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KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
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ACM
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Kiker Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kiker Wealth Management held 678 positions worth $198M, up 12% from $177M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Kiker Wealth Management's Q3 2025 filing shows 52 new, 71 increased, 52 reduced and 455 closed positions. Its largest new stake was Synovus: 32,057 shares worth $1.57M. The largest sale was Brinker International, an estimated $1.61M.

By sector, the portfolio is most concentrated in Financials at 7.2% of assets, up from 6.9% a quarter earlier, followed by Technology and Energy.

  • Kiker Wealth Management's largest Q3 2025 buy was Synovus: 32,057 shares worth $1.57M.
  • Kiker Wealth Management added most to iShares MSCI Brazil ETF in Q3 2025, an estimated $2.45M increase.
  • Kiker Wealth Management's biggest Q3 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $306K.
  • Kiker Wealth Management fully exited Brinker International in Q3 2025, selling an estimated $1.61M.
  • Kiker Wealth Management's ten largest holdings make up 50% of its $198M portfolio in Q3 2025.
  • Kiker Wealth Management opened 52 new positions and closed 455 in Q3 2025.
  • Kiker Wealth Management's portfolio value rose 12% quarter-over-quarter to $198M.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.