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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
UVXY icon
626
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$238M
– –
-400
Closed -$37.5K
V icon
627
Visa
V
$678B
– –
-378
Closed -$134K
VCIT icon
628
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
– –
-509
Closed -$42.2K
VEA icon
629
Vanguard FTSE Developed Markets ETF
VEA
$232B
– –
-100
Closed -$5.7K
VDE icon
630
Vanguard Energy ETF
VDE
$9.73B
– –
-270
Closed -$32.2K
VERI icon
631
Veritone
VERI
$106M
– –
-1,281
Closed -$1.61K
VLO icon
632
Valero Energy
VLO
$87.6B
– –
-334
Closed -$44.9K
VOD icon
633
Vodafone
VOD
$36.3B
– –
-325
Closed -$3.46K
VRT icon
634
Vertiv
VRT
$104B
– –
-166
Closed -$21.3K
VSS icon
635
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
– –
-29
Closed -$3.9K
VST icon
636
Vistra
VST
$51.4B
– –
-1,139
Closed -$221K
VTIP icon
637
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
– –
-289
Closed -$14.5K
VTRS icon
638
Viatris
VTRS
$20.4B
– –
-100
Closed -$893
VWO icon
639
Vanguard FTSE Emerging Markets ETF
VWO
$122B
– –
-150
Closed -$7.42K
VXUS icon
640
Vanguard Total International Stock ETF
VXUS
$157B
– –
-1,780
Closed -$123K
VYM icon
641
Vanguard High Dividend Yield ETF
VYM
$81.5B
– –
-260
Closed -$34.7K
VYMI icon
642
Vanguard International High Dividend Yield ETF
VYMI
$20.7B
– –
-24
Closed -$1.92K
WATT icon
643
Energous
WATT
$90.8M
– –
0
– -$3
WBA
644
DELISTED
Walgreens Boots Alliance
WBA
– –
-12
Closed -$138
WBD icon
645
Warner Bros
WBD
$65.3B
– –
-887
Closed -$10.2K
WDS icon
646
Woodside Energy
WDS
$42.9B
– –
-452
Closed -$6.97K
WFC icon
647
Wells Fargo
WFC
$266B
– –
-90
Closed -$7.19K
WMB icon
648
Williams Companies
WMB
$84.4B
– –
-100
Closed -$6.28K
WMT icon
649
Walmart Inc
WMT
$866B
– –
-5,264
Closed -$515K
WPC icon
650
W.P. Carey
WPC
$16.3B
– –
-1,021
Closed -$63.7K
24 25
26
27 28

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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.