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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
BHP icon
276
BHP
BHP
$222B
– –
-1
Closed -$37
BIDU icon
277
Baidu
BIDU
$38.2B
– –
-64
Closed -$5.49K
KEEL
278
Keel Infrastructure Corp
KEEL
$2.48B
– –
-250
Closed -$210
BITO icon
279
ProShares Bitcoin Strategy ETF
BITO
$1.43B
– –
-1,255
Closed -$27K
BNY
280
Bank of New York Mellon
BNY
$106B
– –
-36
Closed -$3.28K
BKNG icon
281
Booking.com
BKNG
$151B
– –
-200
Closed -$46.3K
SRTA
282
Strata Critical Medical Inc
SRTA
$482M
– –
-53
Closed -$214
BLK icon
283
Blackrock
BLK
$175B
– –
-21
Closed -$22K
BLOK icon
284
Amplify Blockchain Technology ETF
BLOK
$1.11B
– –
-253
Closed -$14.4K
BMY icon
285
Bristol-Myers Squibb
BMY
$135B
– –
-210
Closed -$9.72K
BNO icon
286
United States Brent Oil Fund
BNO
$702M
– –
-715
Closed -$20.9K
BP icon
287
BP
BP
$109B
– –
-363
Closed -$10.8K
BROS icon
288
Dutch Bros
BROS
$8.8B
– –
-588
Closed -$40.2K
BSM icon
289
Black Stone Minerals
BSM
$3.14B
– –
-10,750
Closed -$141K
BTG icon
290
B2Gold
BTG
$5.18B
– –
-2,000
Closed -$7.22K
BTU icon
291
Peabody Energy
BTU
$2.72B
– –
-1,800
Closed -$24.2K
BWMX icon
292
Betterware México
BWMX
$637M
– –
-55
Closed -$475
BYND icon
293
Beyond Meat
BYND
$327M
– –
-28
Closed -$98
CAT icon
294
Caterpillar
CAT
$404B
– –
-696
Closed -$270K
CB icon
295
Chubb
CB
$134B
– –
-12
Closed -$3.48K
CBOE icon
296
Cboe Global Markets
CBOE
$30.1B
– –
-7
Closed -$1.63K
CCEP icon
297
Coca-Cola Europacific Partners
CCEP
$46.9B
– –
-116
Closed -$10.8K
CCI icon
298
Crown Castle
CCI
$33.9B
– –
-50
Closed -$5.14K
CCL icon
299
Carnival Corporation Ltd
CCL
$40.5B
– –
-1,247
Closed -$35.1K
CEG icon
300
Constellation Energy
CEG
$95.4B
– –
-100
Closed -$32.3K
10 11
12
13 14

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HFRG
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CIA
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EBWM
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KAM
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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.