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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
CW icon
326
Curtiss-Wright
CW
$28B
– –
-6
Closed -$2.93K
CWCO icon
327
Consolidated Water Co
CWCO
$477M
– –
-70
Closed -$2.1K
CYBR
328
DELISTED
CyberArk
CYBR
– –
-1
Closed -$407
DAL icon
329
Delta Air Lines
DAL
$61B
– –
-659
Closed -$32.4K
DBA icon
330
Invesco DB Agriculture Fund
DBA
$1.24B
– –
-115
Closed -$3.01K
DBMF icon
331
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.1B
– –
-21
Closed -$540
DCTH icon
332
Delcath Systems
DCTH
$454M
– –
-1
Closed -$14
DGRW icon
333
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
– –
-150
Closed -$12.6K
DHR icon
334
Danaher
DHR
$137B
– –
-11
Closed -$2.17K
DINO icon
335
HF Sinclair
DINO
$15.7B
– –
-785
Closed -$32.2K
DIS icon
336
Walt Disney
DIS
$170B
– –
-549
Closed -$68.1K
DKL icon
337
Delek Logistics
DKL
$3.09B
– –
-475
Closed -$20.4K
DLTR icon
338
Dollar Tree
DLTR
$25.1B
– –
-35
Closed -$3.47K
DNA icon
339
Ginkgo Bioworks
DNA
$612M
– –
-5
Closed -$56
DOW icon
340
Dow Inc
DOW
$21.9B
– –
-200
Closed -$5.3K
DRD
341
DRDGold
DRD
$1.87B
– –
-10,669
Closed -$142K
DRLL icon
342
Strive US Energy ETF
DRLL
$290M
– –
-2,810
Closed -$76.3K
DUOL icon
343
Duolingo
DUOL
$6.42B
– –
-75
Closed -$30.8K
DVA icon
344
DaVita
DVA
$14.6B
– –
-5,057
Closed -$720K
DVN icon
345
Devon Energy
DVN
$50.8B
– –
-503
Closed -$16K
DWM icon
346
WisdomTree International Equity Fund
DWM
$690M
– –
-63
Closed -$4K
EAT icon
347
Brinker International
EAT
$9.36B
– –
-8,910
Closed -$1.61M
EBAY icon
348
eBay
EBAY
$48.7B
– –
-46
Closed -$3.42K
EDIT icon
349
Editas Medicine
EDIT
$425M
– –
-50
Closed -$110
CHRN
350
ChronoScale Holdings
CHRN
$3.55B
– –
-10
Closed -$33
12 13
14
15 16

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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.