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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
NIO icon
501
NIO
NIO
$11.9B
– –
-15
Closed -$51
NNDM
502
Nano Dimension
NNDM
$333M
– –
-165
Closed -$267
NNN icon
503
NNN REIT
NNN
$8.97B
– –
-20
Closed -$864
NOC icon
504
Northrop Grumman
NOC
$78.4B
– –
-54
Closed -$27K
NOV icon
505
NOV
NOV
$7.13B
– –
-169
Closed -$2.1K
NOW icon
506
ServiceNow
NOW
$122B
– –
-290
Closed -$59.6K
NSC icon
507
Norfolk Southern
NSC
$76.7B
– –
-350
Closed -$89.6K
NVAX icon
508
Novavax
NVAX
$1.26B
– –
-21
Closed -$132
NVT icon
509
nVent Electric
NVT
$26.3B
– –
-35
Closed -$2.56K
O icon
510
Realty Income
O
$58.7B
– –
-844
Closed -$48.6K
OGI
511
Organigram Holdings
OGI
$140M
– –
-150
Closed -$203
OGN icon
512
Organon & Co
OGN
$3.56B
– –
-27
Closed -$261
OILK icon
513
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$187M
– –
-637
Closed -$25.6K
OKE icon
514
Oneok
OKE
$55.2B
– –
-993
Closed -$81.1K
OKTA icon
515
Okta
OKTA
$25.7B
– –
-340
Closed -$34K
OLN icon
516
Olin
OLN
$2.17B
– –
-281
Closed -$5.64K
ON icon
517
ON Semiconductor
ON
$31.4B
– –
-70
Closed -$3.67K
ONEQ icon
518
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
– –
-91
Closed -$7.29K
OPEN icon
519
Opendoor
OPEN
$3.97B
– –
-413
Closed -$213
OR icon
520
OR Royalties Inc
OR
$5.77B
– –
-700
Closed -$18K
ORCL icon
521
Oracle
ORCL
$420B
– –
-101
Closed -$22.1K
ORGN
522
DELISTED
Origin Materials
ORGN
– –
-16
Closed -$230
ORLA
523
DELISTED
Orla Mining
ORLA
– –
-16,961
Closed -$170K
ORLY icon
524
O'Reilly Automotive
ORLY
$74.9B
– –
-150
Closed -$13.5K
OUST icon
525
Ouster
OUST
$3.22B
– –
-26
Closed -$631
19 20
21
22 23

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HFRG
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CIA
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EBWM
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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.