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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
TGT icon
601
Target
TGT
$67.3B
– –
-134
Closed -$13.2K
TJX icon
602
TJX Companies
TJX
$174B
– –
-76
Closed -$9.38K
TLRY icon
603
Tilray
TLRY
$632M
– –
-35
Closed -$143
TMO icon
604
Thermo Fisher Scientific
TMO
$209B
– –
-3
Closed -$1.22K
TNK icon
605
Teekay Tankers
TNK
$2.66B
– –
-1
Closed -$31
TOST icon
606
Toast
TOST
$19.6B
– –
-110
Closed -$4.87K
TPHD icon
607
Timothy Plan High Dividend Stock ETF
TPHD
$365M
– –
-2,000
Closed -$75.6K
TRMD icon
608
TORM
TRMD
$3.01B
– –
-5,000
Closed -$83.3K
TRV icon
609
Travelers Companies
TRV
$78.7B
– –
-86
Closed -$23K
TSM icon
610
TSMC
TSM
$2.16T
– –
-166
Closed -$37.6K
TWLO icon
611
Twilio
TWLO
$29.5B
– –
-32
Closed -$3.98K
TXN icon
612
Texas Instruments
TXN
$259B
– –
-300
Closed -$62.3K
UBS icon
613
UBS Group
UBS
$175B
– –
-69
Closed -$2.33K
UDR icon
614
UDR
UDR
$12.4B
– –
-1
Closed -$21
UHS icon
615
Universal Health Services
UHS
$10.2B
– –
-67
Closed -$12.1K
ULTA icon
616
Ulta Beauty
ULTA
$23.4B
– –
-30
Closed -$14K
UMC icon
617
United Microelectronic
UMC
$51.7B
– –
-670
Closed -$5.13K
UNH icon
618
UnitedHealth
UNH
$370B
– –
-43
Closed -$13.4K
UPS icon
619
United Parcel Service
UPS
$92.7B
– –
-29
Closed -$2.95K
URA icon
620
Global X Uranium ETF
URA
$5.89B
– –
-395
Closed -$15.3K
URNM icon
621
Sprott Uranium Miners ETF
URNM
$1.89B
– –
-160
Closed -$7.69K
USFR icon
622
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
– –
-781
Closed -$39.3K
USHY icon
623
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
– –
-135
Closed -$5.06K
USO icon
624
United States Oil Fund
USO
$1.81B
– –
-292
Closed -$21.3K
UTHR icon
625
United Therapeutics
UTHR
$22B
– –
-5
Closed -$1.44K
23 24
25
26 27

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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.