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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
SGDJ icon
576
Sprott Junior Gold Miners ETF
SGDJ
$278M
– –
-169
Closed -$8.4K
SGDM icon
577
Sprott Gold Miners ETF
SGDM
$558M
– –
-580
Closed -$26.2K
SGOL icon
578
abrdn Physical Gold Shares ETF
SGOL
$6.91B
– –
-1,795
Closed -$56.6K
SGOV icon
579
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.9B
– –
-518
Closed -$52.2K
SHEL icon
580
Shell
SHEL
$252B
– –
-255
Closed -$18K
SID icon
581
Companhia Siderúrgica Nacional
SID
$1.23B
– –
-2,595
Closed -$3.63K
SIL icon
582
Global X Silver Miners ETF NEW
SIL
$4.07B
– –
-1,750
Closed -$84.2K
SIRI icon
583
SiriusXM
SIRI
$10.2B
– –
-169
Closed -$3.88K
SJM icon
584
J.M. Smucker
SJM
$12.6B
– –
-133
Closed -$13.1K
SLI
585
Standard Lithium
SLI
$510M
– –
-2,100
Closed -$4.12K
SM icon
586
SM Energy
SM
$7.66B
– –
-523
Closed -$12.9K
SNAP icon
587
Snap
SNAP
$8.48B
– –
-40
Closed -$348
SOL
588
DELISTED
Emeren Group
SOL
– –
-20
Closed -$37
SPOT icon
589
Spotify
SPOT
$100B
– –
-1
Closed -$767
SPPP
590
Sprott Physical Platinum and Palladium Trust
SPPP
$574M
– –
-550
Closed -$6.45K
STEM icon
591
Stem
STEM
$50.3M
– –
-6
Closed -$37
STIP icon
592
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
– –
-904
Closed -$93K
SU icon
593
Suncor Energy
SU
$77.9B
– –
-900
Closed -$33.7K
SYK icon
594
Stryker
SYK
$131B
– –
-81
Closed -$32K
SYM icon
595
Symbotic
SYM
$5.83B
– –
-37
Closed -$1.44K
T icon
596
AT&T
T
$162B
– –
-7,228
Closed -$209K
TAP icon
597
Molson Coors Class B
TAP
$7.86B
– –
-10,533
Closed -$507K
TEL icon
598
TE Connectivity
TEL
$59.4B
– –
-150
Closed -$25.3K
TFC icon
599
Truist Financial
TFC
$63.4B
– –
-1,605
Closed -$69K
TFPM icon
600
Triple Flag Precious Metals
TFPM
$6.05B
– –
-484
Closed -$11.5K
22 23
24
25 26

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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.