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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
GSL icon
401
Global Ship Lease
GSL
$1.59B
– –
-136
Closed -$3.58K
GT icon
402
Goodyear
GT
$2.02B
– –
-15
Closed -$156
GTO icon
403
Invesco Total Return Bond ETF
GTO
$2.44B
– –
-65
Closed -$3.05K
GUNR icon
404
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.24B
– –
-503
Closed -$20.2K
GWAV icon
405
Greenwave Technology Solutions
GWAV
$3.27M
– –
0
– –
HAL icon
406
Halliburton
HAL
$26.6B
– –
-152
Closed -$3.1K
HCA icon
407
HCA Healthcare
HCA
$88B
– –
-67
Closed -$25.7K
HEFA icon
408
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.64B
– –
-114
Closed -$4.33K
HES
409
DELISTED
Hess
HES
– –
-5,669
Closed -$785K
HGER icon
410
Harbor Commodity All-Weather Strategy ETF
HGER
$3.59B
– –
-1,713
Closed -$41.6K
HIMS icon
411
Hims & Hers Health
HIMS
$7.44B
– –
-310
Closed -$15.5K
HL icon
412
Hecla Mining
HL
$10.3B
– –
-957
Closed -$5.73K
HLN icon
413
Haleon
HLN
$43.1B
– –
-125
Closed -$1.3K
HMY icon
414
Harmony Gold Mining
HMY
$10.3B
– –
-10,264
Closed -$143K
HODL icon
415
VanEck Bitcoin Trust
HODL
$1.07B
– –
-284
Closed -$8.65K
HON icon
416
Honeywell
HON
$78.2B
– –
-114
Closed -$24.9K
HOOD icon
417
Robinhood
HOOD
$84.1B
– –
-549
Closed -$51.4K
HPE icon
418
Hewlett Packard
HPE
$69.4B
– –
-316
Closed -$6.46K
HPQ icon
419
HP
HPQ
$26.4B
– –
-316
Closed -$7.73K
HRL icon
420
Hormel Foods
HRL
$13.9B
– –
-90
Closed -$2.72K
HUBS icon
421
HubSpot
HUBS
$12.7B
– –
-3
Closed -$1.67K
HYEM icon
422
VanEck Emerging Markets High Yield Bond ETF
HYEM
$521M
– –
-31
Closed -$614
HYLB icon
423
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
– –
-64
Closed -$2.36K
IAU icon
424
iShares Gold Trust
IAU
$63.3B
– –
-236
Closed -$14.7K
IAUM icon
425
iShares Gold Trust Micro
IAUM
$6.4B
– –
-1,500
Closed -$49.5K
15 16
17
18 19

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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.