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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
IAUX
426
i-80 Gold Corp
IAUX
$1.21B
– –
-412
Closed -$247
IBDT icon
427
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
– –
-293
Closed -$7.45K
IBDU icon
428
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.04B
– –
-826
Closed -$19.3K
IBIT icon
429
iShares Bitcoin Trust
IBIT
$47.3B
– –
-1,118
Closed -$68.4K
ICLR icon
430
Icon
ICLR
$12.2B
– –
-5
Closed -$727
IE icon
431
Ivanhoe Electric
IE
$1.54B
– –
-1,000
Closed -$9.07K
IEFA icon
432
iShares Core MSCI EAFE ETF
IEFA
$194B
– –
-394
Closed -$32.9K
IEMG icon
433
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
– –
-609
Closed -$36.6K
IGV icon
434
iShares Expanded Tech-Software Sector ETF
IGV
$14.4B
– –
-9
Closed -$986
IHG icon
435
InterContinental Hotels
IHG
$23.5B
– –
-50
Closed -$5.77K
IMCC
436
IM Cannabis
IMCC
$1.15M
– –
-1
Closed -$2
INTC icon
437
Intel
INTC
$509B
– –
-2,376
Closed -$53.2K
IPG
438
DELISTED
Interpublic Group of Companies
IPG
– –
-28,534
Closed -$699K
ITW icon
439
Illinois Tool Works
ITW
$83B
– –
-105
Closed -$26K
IVOL icon
440
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$273M
– –
-52
Closed -$1.02K
IVT icon
441
InvenTrust Properties
IVT
$2.66B
– –
-408
Closed -$11.2K
JAZZ icon
442
Jazz Pharmaceuticals
JAZZ
$15.8B
– –
-1
Closed -$106
JCI icon
443
Johnson Controls International
JCI
$88.7B
– –
-143
Closed -$15.1K
JIRE icon
444
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.4B
– –
-27
Closed -$1.91K
JNJ icon
445
Johnson & Johnson
JNJ
$613B
– –
-662
Closed -$101K
JPM icon
446
JPMorgan Chase
JPM
$937B
– –
-585
Closed -$170K
KD icon
447
Kyndryl
KD
$3.07B
– –
-4
Closed -$168
KEY icon
448
KeyCorp
KEY
$24.5B
– –
-7
Closed -$122
KGC icon
449
Kinross Gold
KGC
$28B
– –
-1
Closed -$14
KHC icon
450
Kraft Heinz
KHC
$31.6B
– –
-17
Closed -$439
16 17
18
19 20

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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.