We are live on ! Find out more
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
FOXA icon
376
Fox Class A
FOXA
$24.8B
– –
-33
Closed -$1.85K
FPAY
377
DELISTED
FlexShopper
FPAY
– –
-500
Closed -$600
FRSX
378
Foresight Autonomous Holdings
FRSX
$3.84M
– –
-2
Closed -$15
FSLR icon
379
First Solar
FSLR
$26.2B
– –
-10
Closed -$1.66K
FSM icon
380
Fortuna Silver Mines
FSM
$2.74B
– –
-30,102
Closed -$197K
FURY
381
Fury Gold Mines
FURY
$105M
– –
-1,351
Closed -$662
GBTC icon
382
Grayscale Bitcoin Trust
GBTC
$9.65B
– –
-1,682
Closed -$143K
GD icon
383
General Dynamics
GD
$104B
– –
-41
Closed -$12K
GE icon
384
GE Aerospace
GE
$391B
– –
-417
Closed -$107K
GEHC icon
385
GE HealthCare
GEHC
$31.7B
– –
-135
Closed -$10K
GEM icon
386
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.72B
– –
-337
Closed -$12.5K
GFI icon
387
Gold Fields
GFI
$30.5B
– –
-6,810
Closed -$161K
GILD icon
388
Gilead Sciences
GILD
$168B
– –
-137
Closed -$15.2K
GJAN icon
389
FT Vest US Equity Moderate Buffer ETF January
GJAN
$438M
– –
-110
Closed -$4.4K
GLDM icon
390
SPDR Gold MiniShares Trust
GLDM
$27.7B
– –
-100
Closed -$6.55K
GLW icon
391
Corning
GLW
$137B
– –
-700
Closed -$36.8K
GME icon
392
GameStop
GME
$8.62B
– –
-950
Closed -$23.2K
GOAU icon
393
US Global GO Gold and Precious Metal Miners ETF
GOAU
$172M
– –
-334
Closed -$9.8K
B
394
Barrick Mining
B
$64B
– –
-1,141
Closed -$23.8K
GOVT icon
395
iShares US Treasury Bond ETF
GOVT
$43.6B
– –
-49
Closed -$1.13K
GP
396
GreenPower Motor Co
GP
$10.8M
– –
-5
Closed -$20
GRWG icon
397
GrowGeneration
GRWG
$89.5M
– –
-10
Closed -$9
GS icon
398
Goldman Sachs
GS
$311B
– –
-3
Closed -$2.12K
GSK icon
399
GSK
GSK
$103B
– –
-500
Closed -$19.2K
GSLC icon
400
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
– –
-445
Closed -$54K
14 15
16
17 18

Similar funds

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

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.