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KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
+9.8%
1 Year Est. Return
+42.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$206M
Cap. Flow
+$208M
Cap. Flow %
99.54%
Top 10 Hldgs %
56.2%
Holding
133
New
121
Increased
10
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$20.1M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$15.9M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$13.8M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$12.1M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$11.1M

Top Sells

Rank Stock Value
1
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$139K
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.11K

Sector Composition

Rank Sector Weight
1 Energy 6.91%
2 Financials 6.09%
3 Materials 3.88%
4 Industrials 2.97%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORI icon
26
Old Republic International
ORI
$10.2B
$1.58M 0.76%
+39,676
New +$1.63M
CVX icon
27
Chevron
CVX
$381B
$1.48M 0.71%
+7,144
New +$1.3M
BMI icon
28
Badger Meter
BMI
$4.26B
$1.41M 0.68%
+9,287
New +$1.46M
SO icon
29
Southern Company
SO
$106B
$1.36M 0.65%
+14,125
New +$1.31M
IFV icon
30
First Trust Dorsey Wright International Focus 5 ETF
IFV
$229M
$1.2M 0.58%
+47,658
New +$1.25M
FV icon
31
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
$1.16M 0.56%
+19,236
New +$1.24M
AAPL icon
32
Apple
AAPL
$4.81T
$1M 0.48%
+3,943
New +$1.03M
LRN icon
33
Stride
LRN
$3.6B
$884K 0.42%
+10,022
New +$813K
ALB icon
34
Albemarle
ALB
$14B
$854K 0.41%
+4,757
New +$812K
EOG icon
35
EOG Resources
EOG
$76.4B
$852K 0.41%
+5,890
New +$715K
PSLV icon
36
Sprott Physical Silver Trust
PSLV
$12B
$851K 0.41%
+34,881
New +$952K
GDX icon
37
VanEck Gold Miners ETF
GDX
$22.7B
$843K 0.4%
+9,191
New +$906K
EIX icon
38
Edison International
EIX
$30.1B
$823K 0.39%
+11,242
New +$758K
PLTR icon
39
Palantir
PLTR
$318B
$787K 0.38%
+5,378
New +$822K
FE icon
40
FirstEnergy
FE
$28B
$785K 0.37%
+15,495
New +$752K
KO icon
41
Coca-Cola
KO
$353B
$776K 0.37%
+10,208
New +$772K
AG icon
42
First Majestic Silver
AG
$8.33B
$746K 0.36%
+34,721
New +$800K
APD icon
43
Air Products & Chemicals
APD
$66B
$735K 0.35%
+2,529
New +$697K
DRI icon
44
Darden Restaurants
DRI
$22.1B
$734K 0.35%
+3,743
New +$770K
SQM icon
45
Sociedad Química y Minera de Chile
SQM
$19.7B
$723K 0.35%
+8,932
New +$680K
WTRG icon
46
Essential Utilities
WTRG
$11B
$723K 0.35%
+17,945
New +$706K
PHYS icon
47
Sprott Physical Gold
PHYS
$14.7B
$665K 0.32%
+18,761
New +$694K
CNA icon
48
CNA Financial
CNA
$14.2B
$659K 0.31%
+14,347
New +$679K
SVM
49
Silvercorp Metals
SVM
$2.11B
$655K 0.31%
+61,019
New +$672K
MDT icon
50
Medtronic
MDT
$105B
$646K 0.31%
+7,459
New +$715K
1
2
3 4 5

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Kiker Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kiker Wealth Management held 133 positions worth $209M, up 6,847% from $3.01M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kiker Wealth Management deployed $208M of net new capital in Q1 2026, opening 121 new positions and adding to 10 existing holdings. Its largest new stake was First Trust NASDAQ Cybersecurity ETF: 129,012 shares worth $8.09M.

By sector, the portfolio is most concentrated in Energy at 6.9% of assets, up from 0% a quarter earlier, followed by Financials and Materials.

On the sell side, the largest reduction was VanEck Digital Transformation ETF, an estimated $139K trimmed.

  • Kiker Wealth Management's largest Q1 2026 buy was First Trust NASDAQ Cybersecurity ETF: 129,012 shares worth $8.09M.
  • Kiker Wealth Management added most to VanEck Merk Gold Trust in Q1 2026, an estimated $20.1M increase.
  • Kiker Wealth Management's biggest Q1 2026 reduction was VanEck Digital Transformation ETF, cutting an estimated $139K.
  • Kiker Wealth Management fully exited VanEck Fallen Angel High Yield Bond ETF in Q1 2026, selling an estimated $2.11K.
  • Kiker Wealth Management's ten largest holdings make up 56% of its $209M portfolio in Q1 2026.
  • Kiker Wealth Management opened 121 new positions and closed 1 in Q1 2026.
  • Kiker Wealth Management's portfolio value rose 6,847% quarter-over-quarter to $209M.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.