We are live on ! Find out more
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
WPRT
651
Westport Fuel Systems
WPRT
$35M
– –
-220
Closed -$691
WTRG icon
652
Essential Utilities
WTRG
$11.2B
– –
-175
Closed -$6.5K
XEL icon
653
Xcel Energy
XEL
$48.6B
– –
-18
Closed -$1.23K
XOM icon
654
ExxonMobil
XOM
$638B
– –
-1,032
Closed -$111K
XYL icon
655
Xylem
XYL
$28.5B
– –
-60
Closed -$7.76K
YORW icon
656
York Water
YORW
$502M
– –
-90
Closed -$2.84K
ZBH icon
657
Zimmer Biomet
ZBH
$18.5B
– –
-401
Closed -$36.6K
ZBRA icon
658
Zebra Technologies
ZBRA
$17.6B
– –
-1
Closed -$308
ZIM icon
659
ZIM Integrated Shipping Services
ZIM
$3.29B
– –
-746
Closed -$12K
ZIMV
660
DELISTED
ZimVie
ZIMV
– –
-40
Closed -$374
ZM icon
661
Zoom
ZM
$29.9B
– –
-100
Closed -$7.8K
LFWD icon
662
ReWalk Robotics
LFWD
$20.3M
– –
-6
Closed -$46
MSTY icon
663
YieldMax MSTR Option Income Strategy ETF
MSTY
$764M
– –
-71
Closed -$7.88K
ULTY icon
664
YieldMax Ultra Option Income Strategy ETF
ULTY
$780M
– –
-327
Closed -$20.6K
XTIA icon
665
XTI Aerospace
XTIA
$59.6M
– –
-5
Closed -$8
DJT icon
666
Trump Media & Technology Group
DJT
$2.86B
– –
-88
Closed -$1.59K
GEV icon
667
GE Vernova
GEV
$271B
– –
-102
Closed -$54K
ETH
668
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
– –
-609
Closed -$14.4K
ETHA
669
iShares Ethereum Trust ETF
ETHA
$5.43B
– –
-1,982
Closed -$37.8K
ETHE
670
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
– –
-4,648
Closed -$97K
BTC
671
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
– –
-768
Closed -$36.7K
CEP
672
DELISTED
Cantor Equity Partners
CEP
– –
-86
Closed -$2.39K
SOBO
673
South Bow Corp
SOBO
$7.54B
– –
-49
Closed -$1.27K
PRMB
674
Primo Brands
PRMB
$8.45B
– –
-250
Closed -$7.41K
XYZ
675
Block Inc
XYZ
$50.4B
– –
-4
Closed -$272
24 25 26
27
28

Similar funds

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

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.