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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
BVN icon
76
Compañía de Minas Buenaventura
BVN
$8.61B
$524K 0.2%
+17,906
New +$607K
FET icon
77
Forum Energy Technologies
FET
$921M
$516K 0.2%
10,279
+4,896
+91% +$273K
SSRM icon
78
SSR Mining
SSRM
$7.58B
$509K 0.2%
+17,985
New +$548K
IAU icon
79
iShares Gold Trust
IAU
$65.8B
$502K 0.2%
6,650
+87
+1% +$7.38K
PTEN icon
80
Patterson-UTI
PTEN
$4.74B
$496K 0.19%
+53,989
New +$602K
APA icon
81
APA Corp
APA
$15B
$494K 0.19%
+15,175
New +$570K
IBM icon
82
IBM
IBM
$221B
$480K 0.19%
1,708
+1
+0.1% +$252
EPD icon
83
Enterprise Products Partners
EPD
$84.1B
$473K 0.18%
12,866
+800
+7% +$30.2K
SKE
84
Skeena Resources
SKE
$4.15B
$470K 0.18%
+17,630
New +$530K
FBTC icon
85
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$456K 0.18%
8,927
– –
VG
86
Venture Global Inc
VG
$36.1B
$454K 0.18%
+40,789
New +$516K
WPM icon
87
Wheaton Precious Metals
WPM
$70.4B
$433K 0.17%
3,853
+63
+2% +$8.2K
KOS icon
88
Kosmos Energy
KOS
$1.66B
$426K 0.17%
+202,013
New +$562K
VET icon
89
Vermilion Energy
VET
$1.96B
$423K 0.16%
+45,095
New +$536K
RF icon
90
Regions Financial
RF
$25.9B
$402K 0.16%
13,317
+2
+0% +$56
VAL icon
91
Valaris
VAL
$6.02B
$401K 0.16%
+5,525
New +$514K
DHT icon
92
DHT Holdings
DHT
$3.36B
$340K 0.13%
20,552
+552
+3% +$9.86K
GLW icon
93
Corning
GLW
$133B
$297K 0.12%
+1,163
New +$212K
GDXJ icon
94
VanEck Junior Gold Miners ETF
GDXJ
$9.72B
$287K 0.11%
2,921
+600
+26% +$69.6K
BRK.B icon
95
Berkshire Hathaway Class B
BRK.B
$1.08T
$287K 0.11%
573
+65
+13% +$31.2K
XOM icon
96
ExxonMobil
XOM
$656B
$283K 0.11%
2,069
+468
+29% +$70K
APH icon
97
Amphenol
APH
$204B
$277K 0.11%
3,140
-384
-11% -$27.7K
TER icon
98
Teradyne
TER
$55.8B
$268K 0.1%
+554
New +$209K
VRT icon
99
Vertiv
VRT
$108B
$268K 0.1%
+800
New +$254K
TSLA icon
100
Tesla
TSLA
$1.4T
$265K 0.1%
630
+3
+0.5% +$1.19K
2 3
4
5 6

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VPWA
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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.