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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
PWR icon
551
Quanta Services
PWR
$106B
– –
-90
Closed -$34K
PYPL icon
552
PayPal
PYPL
$49.8B
– –
-188
Closed -$14K
QCOM icon
553
Qualcomm
QCOM
$170B
– –
-73
Closed -$11.6K
QQEW icon
554
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.82B
– –
-69
Closed -$9.42K
QQQ icon
555
Invesco QQQ Trust
QQQ
$485B
– –
-198
Closed -$109K
QS icon
556
QuantumScape Corp
QS
$3.51B
– –
-100
Closed -$672
RBLX icon
557
Roblox
RBLX
$27.1B
– –
-412
Closed -$43.3K
RCL icon
558
Royal Caribbean
RCL
$87.2B
– –
-510
Closed -$160K
RDUS
559
DELISTED
Radius Recycling
RDUS
– –
-16
Closed -$475
RGLD icon
560
Royal Gold
RGLD
$17.5B
– –
-375
Closed -$66.7K
RIO icon
561
Rio Tinto
RIO
$161B
– –
-157
Closed -$9.14K
RIOT icon
562
Riot Platforms
RIOT
$8.22B
– –
-540
Closed -$6.1K
RIVN icon
563
Rivian
RIVN
$22.8B
– –
-827
Closed -$11.4K
RLJ icon
564
RLJ Lodging Trust
RLJ
$1.89B
– –
-2
Closed -$18
ROK icon
565
Rockwell Automation
ROK
$49.4B
– –
-30
Closed -$9.96K
ROP icon
566
Roper Technologies
ROP
$38.5B
– –
-15
Closed -$8.5K
RTX icon
567
RTX Corp
RTX
$294B
– –
-463
Closed -$67.6K
RUM icon
568
RUM Group Inc
RUM
$1.79B
– –
-243
Closed -$2.18K
RWJ icon
569
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.13B
– –
-589
Closed -$25.5K
RY icon
570
Royal Bank of Canada
RY
$290B
– –
-230
Closed -$30.3K
SBLK icon
571
Star Bulk Carriers
SBLK
$3.15B
– –
-380
Closed -$6.55K
SCCO icon
572
Southern Copper
SCCO
$163B
– –
-204
Closed -$19.9K
SCHW
573
Charles Schwab
SCHW
$185B
– –
-353
Closed -$32.2K
SCZ icon
574
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-30
Closed -$2.18K
SEDG icon
575
SolarEdge
SEDG
$2.98B
– –
-10
Closed -$204
21 22
23
24 25

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HFRG
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CIA
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EBWM
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KAM
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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.