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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
USB icon
51
US Bancorp
USB
$98.2B
$683K 0.34%
14,123
+4,733
+50% +$224K
KO icon
52
Coca-Cola
KO
$377B
$680K 0.34%
10,246
-119
-1% -$8.19K
FE icon
53
FirstEnergy
FE
$28B
$661K 0.33%
+14,422
New +$616K
VZ icon
54
Verizon
VZ
$195B
$640K 0.32%
14,556
-1,168
-7% -$50.6K
PDP icon
55
Invesco Dorsey Wright Momentum ETF
PDP
$1.46B
$636K 0.32%
5,387
-82
-1% -$9.21K
EOG icon
56
EOG Resources
EOG
$79.2B
$622K 0.31%
5,544
+299
+6% +$35.7K
PRU icon
57
Prudential Financial
PRU
$42.4B
$607K 0.31%
5,853
+5,690
+3,491% +$599K
KIM icon
58
Kimco Realty
KIM
$17.2B
$606K 0.31%
+27,756
New +$603K
CTRA
59
DELISTED
Coterra Energy
CTRA
$589K 0.3%
+24,910
New +$601K
CNA icon
60
CNA Financial
CNA
$14.2B
$585K 0.3%
12,602
+576
+5% +$26.7K
PSLV icon
61
Sprott Physical Silver Trust
PSLV
$12B
$585K 0.3%
37,267
+2,668
+8% +$35.7K
MAA icon
62
Mid-America Apartment Communities
MAA
$15.4B
$579K 0.29%
4,145
+203
+5% +$29.3K
SLB icon
63
SLB Ltd
SLB
$73.6B
$568K 0.29%
16,517
-354
-2% -$12.3K
ACN icon
64
Accenture
ACN
$102B
$554K 0.28%
2,246
– –
GIS icon
65
General Mills
GIS
$19.1B
$539K 0.27%
10,691
+3,765
+54% +$189K
ABBV icon
66
AbbVie
ABBV
$443B
$528K 0.27%
2,282
– –
ASX icon
67
ASE Group
ASX
$77.3B
$512K 0.26%
46,174
-2,076
-4% -$21.7K
IBM icon
68
IBM
IBM
$211B
$504K 0.25%
1,785
-918
-34% -$240K
FBTC icon
69
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$483K 0.24%
4,839
– –
ACWI icon
70
iShares MSCI ACWI ETF
ACWI
$32.9B
$455K 0.23%
+3,288
New +$437K
IVV icon
71
iShares Core S&P 500 ETF
IVV
$878B
$435K 0.22%
651
+26
+4% +$16.7K
CDE icon
72
Coeur Mining
CDE
$15.4B
$406K 0.2%
+21,627
New +$265K
MSFT icon
73
Microsoft
MSFT
$3.45T
$400K 0.2%
773
-403
-34% -$206K
WEC icon
74
WEC Energy
WEC
$35.7B
$398K 0.2%
3,471
-341
-9% -$37K
BIL icon
75
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$390K 0.2%
4,253
-645
-13% -$59.1K
1 2
3
4 5

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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.