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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
+1.88%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$46.8M
Cap. Flow
+$52M
Cap. Flow %
20.28%
Top 10 Hldgs %
47.03%
Holding
189
New
57
Increased
48
Reduced
34
Closed
28

Top Buys

Rank Stock Value
1
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$9.15M
2
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.72M
3
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.7M
4
GOLD
Gold.com Inc
GOLD
+$2.38M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.34M

Top Sells

Rank Stock Value
1
DLX icon
Deluxe
DLX
+$2.72M
2
SCHW
Charles Schwab
SCHW
+$2.19M
3
ORI icon
Old Republic International
ORI
+$1.58M
4
LRN icon
Stride
LRN
+$884K
5
FE icon
FirstEnergy
FE
+$785K

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.02%
2 Financials 7.7%
3 Energy 7.59%
4 Technology 3.73%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$409B
$2.4M 0.94%
14,458
+7,314
+102% +$1.36M
BAC icon
27
Bank of America
BAC
$438B
$2.39M 0.93%
+42,016
New +$2.23M
WT icon
28
WisdomTree
WT
$3.77B
$2.34M 0.91%
138,005
-8,090
-6% -$143K
GOLD
29
Gold.com Inc
GOLD
$1.34B
$2.31M 0.9%
+55,407
New +$2.38M
DY icon
30
Dycom Industries
DY
$9.06B
$2.19M 0.86%
+4,339
New +$1.9M
PBR icon
31
Petrobras
PBR
$130B
$2.07M 0.81%
128,379
+99,068
+338% +$1.94M
BURL icon
32
Burlington
BURL
$16.7B
$2M 0.78%
+6,300
New +$2.03M
CNO icon
33
CNO Financial Group
CNO
$5.25B
$1.99M 0.78%
39,132
-3,232
-8% -$150K
BP icon
34
BP
BP
$113B
$1.83M 0.71%
+49,493
New +$2.17M
JXN icon
35
Jackson Financial
JXN
$9.52B
$1.8M 0.7%
17,613
-1,036
-6% -$112K
CF icon
36
CF Industries
CF
$20.2B
$1.77M 0.69%
+16,307
New +$1.92M
FV icon
37
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$1.44M 0.56%
19,019
-217
-1% -$15K
VIPS icon
38
Vipshop
VIPS
$6.28B
$1.41M 0.55%
106,668
-5,801
-5% -$82.9K
SO icon
39
Southern Company
SO
$101B
$1.33M 0.52%
13,929
-196
-1% -$18.5K
BMI icon
40
Badger Meter
BMI
$3.84B
$1.31M 0.51%
8,809
-478
-5% -$62.6K
IFV icon
41
First Trust Dorsey Wright International Focus 5 ETF
IFV
$232M
$1.26M 0.49%
46,829
-829
-2% -$22.7K
AAPL icon
42
Apple
AAPL
$4.67T
$1.11M 0.43%
3,844
-99
-3% -$28.3K
EIX icon
43
Edison International
EIX
$21.8B
$1.08M 0.42%
14,466
+3,224
+29% +$230K
DRI icon
44
Darden Restaurants
DRI
$24.6B
$832K 0.32%
4,038
+295
+8% +$59.1K
BAP icon
45
Credicorp
BAP
$30.4B
$829K 0.32%
+2,128
New +$728K
KO icon
46
Coca-Cola
KO
$379B
$821K 0.32%
10,108
-100
-1% -$7.9K
PSLV icon
47
Sprott Physical Silver Trust
PSLV
$13.7B
$797K 0.31%
42,240
+7,359
+21% +$173K
GIS icon
48
General Mills
GIS
$20.5B
$775K 0.3%
22,280
+5,812
+35% +$201K
NVDA icon
49
NVIDIA
NVDA
$5.56T
$772K 0.3%
+3,860
New +$794K
PG icon
50
Procter & Gamble
PG
$340B
$772K 0.3%
+5,264
New +$766K
1
2
3 4 5

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Kiker Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kiker Wealth Management held 189 positions worth $256M, up 22% from $209M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $52M of net new capital in Q2 2026, opening 57 new positions and adding to 48 existing holdings. Its largest new stake was State Street Energy Select Sector SPDR ETF: 159,977 shares worth $8.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 67% of assets, down from 71% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was VanEck Merk Gold Trust, an estimated $644K trimmed.

  • Kiker Wealth Management's largest Q2 2026 buy was State Street Energy Select Sector SPDR ETF: 159,977 shares worth $8.5M.
  • Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2026, an estimated $2.34M increase.
  • Kiker Wealth Management's biggest Q2 2026 reduction was VanEck Merk Gold Trust, cutting an estimated $644K.
  • Kiker Wealth Management fully exited Deluxe in Q2 2026, selling an estimated $2.72M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $256M portfolio in Q2 2026.
  • Kiker Wealth Management opened 57 new positions and closed 28 in Q2 2026.
  • Kiker Wealth Management's portfolio value rose 22% quarter-over-quarter to $256M.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.