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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
BORR
76
Borr Drilling
BORR
$1.29B
$397K 0.19%
+68,745
New +$352K
TGS icon
77
Transportadora de Gas del Sur
TGS
$4.67B
$395K 0.19%
+11,411
New +$351K
DHT icon
78
DHT Holdings
DHT
$2.97B
$365K 0.17%
+20,000
New +$319K
NEM icon
79
Newmont
NEM
$98.7B
$359K 0.17%
+3,313
New +$382K
RF icon
80
Regions Financial
RF
$26.3B
$348K 0.17%
+13,315
New +$372K
KEYS icon
81
Keysight
KEYS
$56.1B
$338K 0.16%
+1,196
New +$300K
NBR icon
82
Nabors Industries
NBR
$1.25B
$318K 0.15%
+3,694
New +$268K
FET icon
83
Forum Energy Technologies
FET
$648M
$316K 0.15%
+5,383
New +$273K
NESR
84
National Energy Services Reunited Corp
NESR
$2.87B
$280K 0.13%
+13,057
New +$272K
GDXJ icon
85
VanEck Junior Gold Miners ETF
GDXJ
$7.01B
$279K 0.13%
+2,321
New +$303K
XOM icon
86
ExxonMobil
XOM
$629B
$272K 0.13%
+1,601
New +$234K
GLNG icon
87
Golar LNG
GLNG
$5.06B
$271K 0.13%
+5,000
New +$221K
ET icon
88
Energy Transfer Partners
ET
$69.7B
$256K 0.12%
+13,275
New +$243K
EQX icon
89
Equinox Gold
EQX
$7.15B
$256K 0.12%
+17,686
New +$270K
GLD icon
90
SPDR Gold Trust
GLD
$132B
$255K 0.12%
+594
New +$266K
OMC icon
91
Omnicom Group
OMC
$22.6B
$255K 0.12%
+3,390
New +$263K
HD icon
92
Home Depot
HD
$331B
$253K 0.12%
+768
New +$280K
MPC icon
93
Marathon Petroleum
MPC
$93.3B
$248K 0.12%
+1,017
New +$205K
BRK.B icon
94
Berkshire Hathaway Class B
BRK.B
$1.06T
$243K 0.12%
+508
New +$249K
SPXS icon
95
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$319M
$243K 0.12%
+6,000
New +$217K
JCI icon
96
Johnson Controls International
JCI
$86.5B
$238K 0.11%
+1,814
New +$234K
TSLA icon
97
Tesla
TSLA
$1.42T
$233K 0.11%
+627
New +$258K
ITT icon
98
ITT
ITT
$17.1B
$230K 0.11%
+1,207
New +$230K
APH icon
99
Amphenol
APH
$194B
$223K 0.11%
+1,762
New +$248K
GD icon
100
General Dynamics
GD
$99.4B
$218K 0.1%
+634
New +$225K
2 3
4
5 6

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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.