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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
+1.88%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$46.8M
Cap. Flow
+$52M
Cap. Flow %
20.28%
Top 10 Hldgs %
47.03%
Holding
189
New
57
Increased
48
Reduced
34
Closed
28

Top Buys

Rank Stock Value
1
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$9.15M
2
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.72M
3
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.7M
4
GOLD
Gold.com Inc
GOLD
+$2.38M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.34M

Top Sells

Rank Stock Value
1
DLX icon
Deluxe
DLX
+$2.72M
2
SCHW
Charles Schwab
SCHW
+$2.19M
3
ORI icon
Old Republic International
ORI
+$1.58M
4
LRN icon
Stride
LRN
+$884K
5
FE icon
FirstEnergy
FE
+$785K

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.02%
2 Financials 7.7%
3 Energy 7.59%
4 Technology 3.73%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ES icon
51
Eversource Energy
ES
$26.8B
$762K 0.3%
+10,544
New +$730K
EOG icon
52
EOG Resources
EOG
$76.2B
$751K 0.29%
5,793
-97
-2% -$13.2K
ACN icon
53
Accenture
ACN
$114B
$748K 0.29%
6,010
+3,788
+170% +$658K
SVM
54
Silvercorp Metals
SVM
$2.76B
$745K 0.29%
73,800
+12,781
+21% +$154K
GDX icon
55
VanEck Gold Miners ETF
GDX
$30.7B
$736K 0.29%
9,757
+566
+6% +$50K
CNA icon
56
CNA Financial
CNA
$13.1B
$732K 0.29%
15,060
+713
+5% +$32.4K
PDP icon
57
Invesco Dorsey Wright Momentum ETF
PDP
$1.47B
$720K 0.28%
4,746
-73
-2% -$10.2K
WTRG icon
58
Essential Utilities
WTRG
$11.8B
$716K 0.28%
18,685
+740
+4% +$28.3K
IMTM icon
59
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.34B
$708K 0.28%
13,280
-163
-1% -$8.51K
SQM icon
60
Sociedad Química y Minera de Chile
SQM
$21.8B
$704K 0.27%
9,502
+570
+6% +$47.7K
AG icon
61
First Majestic Silver
AG
$10.3B
$701K 0.27%
41,308
+6,587
+19% +$131K
PEG icon
62
Public Service Enterprise Group
PEG
$36.7B
$698K 0.27%
+8,605
New +$687K
PHYS icon
63
Sprott Physical Gold
PHYS
$15.9B
$685K 0.27%
22,697
+3,936
+21% +$134K
IAG icon
64
IAMGOLD
IAG
$11.7B
$677K 0.26%
42,757
+13,459
+46% +$235K
BF.B icon
65
Brown-Forman Class B
BF.B
$12.3B
$672K 0.26%
25,216
+833
+3% +$22.4K
KIM icon
66
Kimco Realty
KIM
$15.8B
$648K 0.25%
25,546
-719
-3% -$17.3K
LAR
67
Lithium Argentina AG
LAR
$1.11B
$628K 0.25%
+75,942
New +$704K
PLTR icon
68
Palantir
PLTR
$419B
$627K 0.24%
5,378
– –
LMT icon
69
Lockheed Martin
LMT
$121B
$603K 0.24%
1,184
+374
+46% +$202K
MDT icon
70
Medtronic
MDT
$120B
$601K 0.23%
7,676
+217
+3% +$17.5K
ALB icon
71
Albemarle
ALB
$14.9B
$570K 0.22%
4,223
-534
-11% -$94.2K
CGAU
72
Centerra Gold
CGAU
$4.48B
$557K 0.22%
+35,136
New +$616K
GPC icon
73
Genuine Parts
GPC
$19B
$557K 0.22%
4,717
-113
-2% -$11.8K
PARR icon
74
Par Pacific Holdings
PARR
$4.07B
$549K 0.21%
+9,785
New +$582K
NE icon
75
Noble Corp
NE
$7.28B
$544K 0.21%
+14,573
New +$697K
1 2
3
4 5

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Kiker Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kiker Wealth Management held 189 positions worth $256M, up 22% from $209M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $52M of net new capital in Q2 2026, opening 57 new positions and adding to 48 existing holdings. Its largest new stake was State Street Energy Select Sector SPDR ETF: 159,977 shares worth $8.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 67% of assets, down from 71% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was VanEck Merk Gold Trust, an estimated $644K trimmed.

  • Kiker Wealth Management's largest Q2 2026 buy was State Street Energy Select Sector SPDR ETF: 159,977 shares worth $8.5M.
  • Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2026, an estimated $2.34M increase.
  • Kiker Wealth Management's biggest Q2 2026 reduction was VanEck Merk Gold Trust, cutting an estimated $644K.
  • Kiker Wealth Management fully exited Deluxe in Q2 2026, selling an estimated $2.72M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $256M portfolio in Q2 2026.
  • Kiker Wealth Management opened 57 new positions and closed 28 in Q2 2026.
  • Kiker Wealth Management's portfolio value rose 22% quarter-over-quarter to $256M.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.