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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
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEP
476
DELISTED
Cantor Equity Partners
CEP
$2.39K ﹤0.01%
+86
New +$2.63K
CINF icon
477
Cincinnati Financial
CINF
$27.3B
$2.38K ﹤0.01%
16
– –
SCHP icon
478
Schwab US TIPS ETF
SCHP
$16.3B
$2.38K ﹤0.01%
89
+53
+147% +$1.4K
AIZ icon
479
Assurant
AIZ
$14B
$2.37K ﹤0.01%
12
– –
HYLB icon
480
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
$2.36K ﹤0.01%
64
+26
+68% +$938
LIN icon
481
Linde
LIN
$221B
$2.35K ﹤0.01%
5
– –
UBS icon
482
UBS Group
UBS
$173B
$2.33K ﹤0.01%
69
– –
KMB icon
483
Kimberly-Clark
KMB
$35.7B
$2.19K ﹤0.01%
17
– –
RUM icon
484
RUM Group Inc
RUM
$1.71B
$2.18K ﹤0.01%
243
– –
SCZ icon
485
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$2.18K ﹤0.01%
30
– –
DHR icon
486
Danaher
DHR
$137B
$2.17K ﹤0.01%
11
-7
-39% -$1.36K
GS icon
487
Goldman Sachs
GS
$311B
$2.12K ﹤0.01%
3
– –
ANGL icon
488
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$2.11K ﹤0.01%
72
-73
-50% -$2.08K
PLD icon
489
Prologis
PLD
$130B
$2.1K ﹤0.01%
20
– –
CWCO icon
490
Consolidated Water Co
CWCO
$473M
$2.1K ﹤0.01%
70
– –
NOV icon
491
NOV
NOV
$6.94B
$2.1K ﹤0.01%
169
– –
XTL icon
492
State Street SPDR S&P Telecom ETF
XTL
$606M
$1.99K ﹤0.01%
17
-200
-92% -$20.3K
BCD icon
493
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$397M
$1.99K ﹤0.01%
+60
New +$1.98K
FTXN icon
494
First Trust Nasdaq Oil & Gas ETF
FTXN
$160M
$1.94K ﹤0.01%
71
– –
VYMI icon
495
Vanguard International High Dividend Yield ETF
VYMI
$20.7B
$1.92K ﹤0.01%
24
– –
LIT icon
496
Global X Lithium & Battery Tech ETF
LIT
$1.55B
$1.92K ﹤0.01%
50
– –
JIRE icon
497
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.4B
$1.91K ﹤0.01%
27
– –
KRE icon
498
State Street SPDR S&P Regional Banking ETF
KRE
$4.74B
$1.9K ﹤0.01%
32
– –
FOXA icon
499
Fox Class A
FOXA
$24.6B
$1.85K ﹤0.01%
33
– –
IGF icon
500
iShares Global Infrastructure ETF
IGF
$10.9B
$1.78K ﹤0.01%
30
– –
18 19
20
21 22

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PHAM
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HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Kiker Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.

By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.

  • Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
  • Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
  • Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
  • Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
  • Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
  • Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.