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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
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSPT icon
751
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
– –
-55
Closed -$1.88K
S icon
752
SentinelOne
S
$6.53B
– –
-66
Closed -$1.2K
SBGI icon
753
Sinclair Inc
SBGI
$992M
– –
-65
Closed -$1.03K
SCHA icon
754
Schwab U.S Small- Cap ETF
SCHA
$22.2B
– –
-126
Closed -$2.95K
SCHE icon
755
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
– –
-36
Closed -$993
SCHF icon
756
Schwab International Equity ETF
SCHF
$66.6B
– –
-4,475
Closed -$88.5K
SCHG icon
757
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
– –
-1,580
Closed -$39.6K
SCHH icon
758
Schwab US REIT ETF
SCHH
$11.5B
– –
-26
Closed -$559
SCHI icon
759
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
– –
-214
Closed -$4.81K
SCHR
760
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-78
Closed -$1.94K
SHOP icon
761
Shopify
SHOP
$152B
– –
-18
Closed -$1.72K
SHV icon
762
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
– –
-557
Closed -$61.5K
SKE
763
Skeena Resources
SKE
$3.3B
– –
-6,736
Closed -$68K
SKX
764
DELISTED
Skechers
SKX
– –
-1,453
Closed -$82.5K
SLVM icon
765
Sylvamo
SLVM
$1.49B
– –
-16,967
Closed -$1.14M
SLYG icon
766
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
– –
-350
Closed -$29.1K
SMR icon
767
NuScale Power
SMR
$2.91B
– –
-579
Closed -$8.2K
SOFI icon
768
SoFi Technologies
SOFI
$21B
– –
-1,587
Closed -$18.5K
SPAB icon
769
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.76B
– –
-190
Closed -$4.85K
SPDW icon
770
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
– –
-128
Closed -$4.66K
SPEM icon
771
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
– –
-60
Closed -$2.36K
SPGI icon
772
S&P Global
SPGI
$121B
– –
-109
Closed -$55.4K
SPTS icon
773
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
– –
-2,195
Closed -$64.2K
SPYV icon
774
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
– –
-35
Closed -$1.79K
SRE icon
775
Sempra
SRE
$57.9B
– –
-2,576
Closed -$184K
29 30
31
32 33

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.

By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.

  • Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
  • Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
  • Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
  • Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
  • Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
  • Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.