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KWM

Kiker Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
+9.8%
1 Year Est. Return
+42.46%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$206M
Cap. Flow
+$208M
Cap. Flow %
99.54%
Top 10 Hldgs %
56.2%
Holding
133
New
121
Increased
10
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$20.1M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$15.9M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$13.8M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$12.1M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$11.1M

Top Sells

Rank Stock Value
1
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$139K
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.11K

Sector Composition

Rank Sector Weight
1 Energy 6.91%
2 Financials 6.09%
3 Materials 3.88%
4 Industrials 2.97%
5 Technology 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IMTM icon
51
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.14B
$646K 0.31%
+13,443
New +$674K
BF.B icon
52
Brown-Forman Class B
BF.B
$12.1B
$645K 0.31%
+24,383
New +$655K
GIS icon
53
General Mills
GIS
$19.8B
$613K 0.29%
+16,468
New +$715K
PBR icon
54
Petrobras
PBR
$119B
$608K 0.29%
+29,311
New +$469K
TGB
55
Trekor Metals
TGB
$2.82B
$600K 0.29%
+93,100
New +$676K
KIM icon
56
Kimco Realty
KIM
$17.6B
$590K 0.28%
+26,265
New +$579K
PDP icon
57
Invesco Dorsey Wright Momentum ETF
PDP
$1.53B
$582K 0.28%
+4,819
New +$598K
IAU icon
58
iShares Gold Trust
IAU
$63.4B
$579K 0.28%
+6,563
New +$602K
HL icon
59
Hecla Mining
HL
$10.3B
$575K 0.27%
+30,887
New +$695K
SOC icon
60
Sable Offshore Corp
SOC
$803M
$560K 0.27%
+33,926
New +$396K
IAG icon
61
IAMGOLD
IAG
$8.65B
$551K 0.26%
+29,298
New +$581K
B
62
Barrick Mining
B
$60.9B
$551K 0.26%
+13,499
New +$623K
ERO icon
63
Ero Copper
ERO
$2.8B
$528K 0.25%
+19,788
New +$595K
FBTC icon
64
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$527K 0.25%
+8,927
New +$594K
GPC icon
65
Genuine Parts
GPC
$16.4B
$511K 0.24%
+4,830
New +$598K
WPM icon
66
Wheaton Precious Metals
WPM
$49.9B
$496K 0.24%
+3,790
New +$527K
LMT icon
67
Lockheed Martin
LMT
$117B
$490K 0.23%
+810
New +$499K
BTE icon
68
Baytex Energy
BTE
$3.01B
$464K 0.22%
+103,869
New +$383K
EPD icon
69
Enterprise Products Partners
EPD
$83.4B
$457K 0.22%
+12,066
New +$427K
ACN icon
70
Accenture
ACN
$86.2B
$441K 0.21%
+2,222
New +$518K
NFGC
71
New Found Gold
NFGC
$545M
$438K 0.21%
+225,894
New +$606K
YPF icon
72
YPF
YPF
$20.1B
$434K 0.21%
+9,390
New +$355K
EFXT
73
Enerflex
EFXT
$2.93B
$420K 0.2%
+20,077
New +$383K
IBM icon
74
IBM
IBM
$198B
$414K 0.2%
+1,707
New +$462K
NGL icon
75
NGL Energy Partners
NGL
$1.96B
$400K 0.19%
+32,451
New +$369K
1 2
3
4 5

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LIA
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GCM
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BSCCG
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GHP
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RWRC
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ACM
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Kiker Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kiker Wealth Management held 133 positions worth $209M, up 6,847% from $3.01M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kiker Wealth Management deployed $208M of net new capital in Q1 2026, opening 121 new positions and adding to 10 existing holdings. Its largest new stake was First Trust NASDAQ Cybersecurity ETF: 129,012 shares worth $8.09M.

By sector, the portfolio is most concentrated in Energy at 6.9% of assets, up from 0% a quarter earlier, followed by Financials and Materials.

On the sell side, the largest reduction was VanEck Digital Transformation ETF, an estimated $139K trimmed.

  • Kiker Wealth Management's largest Q1 2026 buy was First Trust NASDAQ Cybersecurity ETF: 129,012 shares worth $8.09M.
  • Kiker Wealth Management added most to VanEck Merk Gold Trust in Q1 2026, an estimated $20.1M increase.
  • Kiker Wealth Management's biggest Q1 2026 reduction was VanEck Digital Transformation ETF, cutting an estimated $139K.
  • Kiker Wealth Management fully exited VanEck Fallen Angel High Yield Bond ETF in Q1 2026, selling an estimated $2.11K.
  • Kiker Wealth Management's ten largest holdings make up 56% of its $209M portfolio in Q1 2026.
  • Kiker Wealth Management opened 121 new positions and closed 1 in Q1 2026.
  • Kiker Wealth Management's portfolio value rose 6,847% quarter-over-quarter to $209M.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.