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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
KJAN icon
451
Innovator US Small Cap Power Buffer ETF January
KJAN
$327M
– –
-29
Closed -$1.09K
KMB icon
452
Kimberly-Clark
KMB
$37.3B
– –
-17
Closed -$2.19K
KMI icon
453
Kinder Morgan
KMI
$69.3B
– –
-1,103
Closed -$32.4K
KMPR icon
454
Kemper
KMPR
$1.72B
– –
-23,972
Closed -$1.55M
KR icon
455
Kroger
KR
$34.7B
– –
-62
Closed -$4.45K
LCID icon
456
Lucid Motors
LCID
$2.61B
– –
-33
Closed -$686
LEN icon
457
Lennar Class A
LEN
$21.2B
– –
-32
Closed -$3.54K
LHX icon
458
L3Harris
LHX
$53.3B
– –
-109
Closed -$27.3K
LII icon
459
Lennox International
LII
$15.4B
– –
-302
Closed -$173K
LIN icon
460
Linde
LIN
$226B
– –
-5
Closed -$2.35K
LIT icon
461
Global X Lithium & Battery Tech ETF
LIT
$1.57B
– –
-50
Closed -$1.92K
LNT icon
462
Alliant Energy
LNT
$18.2B
– –
-1,216
Closed -$73.5K
LOW icon
463
Lowe's Companies
LOW
$123B
– –
-90
Closed -$20K
LULU icon
464
lululemon athletica
LULU
$14B
– –
-30
Closed -$7.13K
LUMN icon
465
Lumen
LUMN
$6.26B
– –
-63
Closed -$276
LVS icon
466
Las Vegas Sands
LVS
$29.7B
– –
-27
Closed -$1.18K
LYB icon
467
LyondellBasell Industries
LYB
$19.1B
– –
-8
Closed -$463
MA icon
468
Mastercard
MA
$500B
– –
-145
Closed -$81.5K
MAG
469
DELISTED
MAG Silver
MAG
– –
-1,563
Closed -$33K
MARA icon
470
Marathon Digital Holdings
MARA
$4.29B
– –
-100
Closed -$1.57K
MCD icon
471
McDonald's
MCD
$195B
– –
-96
Closed -$27.9K
MDLZ icon
472
Mondelez International
MDLZ
$79.9B
– –
-100
Closed -$6.74K
MDT icon
473
Medtronic
MDT
$110B
– –
-7,234
Closed -$631K
MET icon
474
MetLife
MET
$61.9B
– –
-114
Closed -$9.17K
META icon
475
Meta Platforms (Facebook)
META
$1.5T
– –
-125
Closed -$92.3K
17 18
19
20 21

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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.