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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
METV icon
476
Roundhill Ball Metaverse ETF
METV
$217M
– –
-200
Closed -$3.41K
MGPI icon
477
MGP Ingredients
MGPI
$371M
– –
-7
Closed -$210
MHK icon
478
Mohawk Industries
MHK
$8.97B
– –
-9
Closed -$944
MMM icon
479
3M
MMM
$93.2B
– –
-163
Closed -$24.8K
MO icon
480
Altria Group
MO
$113B
– –
-1,064
Closed -$62.4K
MOS icon
481
The Mosaic Company
MOS
$7.46B
– –
-20
Closed -$730
MP icon
482
MP Materials
MP
$8.45B
– –
-150
Closed -$4.99K
MPC icon
483
Marathon Petroleum
MPC
$84B
– –
-1,017
Closed -$169K
MRK icon
484
Merck
MRK
$317B
– –
-200
Closed -$15.8K
MRVL icon
485
Marvell Technology
MRVL
$189B
– –
-356
Closed -$27.6K
MSB
486
Mesabi Trust
MSB
$302M
– –
-395
Closed -$9.46K
MTA
487
Metalla Royalty & Streaming
MTA
$785M
– –
-6,003
Closed -$23.1K
MTC icon
488
MMTec
MTC
$298M
– –
-1
Closed -$1
MUX icon
489
McEwen Inc
MUX
$1.12B
– –
-3,207
Closed -$30.8K
MVIS icon
490
Microvision
MVIS
$76.1M
– –
-5
Closed -$91
NAMS icon
491
NewAmsterdam Pharma
NAMS
$3.31B
– –
-2,000
Closed -$36.2K
NCLH icon
492
Norwegian Cruise Line
NCLH
$8.89B
– –
-230
Closed -$4.66K
NE icon
493
Noble Corp
NE
$6.5B
– –
-3,042
Closed -$80.8K
NEE icon
494
NextEra Energy
NEE
$176B
– –
-358
Closed -$24.9K
NEM icon
495
Newmont
NEM
$111B
– –
-999
Closed -$58.2K
NFG icon
496
National Fuel Gas
NFG
$7.66B
– –
-46
Closed -$3.9K
NFLX icon
497
Netflix
NFLX
$307B
– –
-160
Closed -$21.4K
NG icon
498
NovaGold Resources
NG
$3.03B
– –
-700
Closed -$2.86K
NGG icon
499
National Grid
NGG
$80.8B
– –
-21
Closed -$1.56K
NI icon
500
NiSource
NI
$20.8B
– –
-16,400
Closed -$662K
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
KAM
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GCCM
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ACM
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2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return

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.