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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
BND icon
76
Vanguard Total Bond Market
BND
$158B
$350K 0.2%
4,750
-2,621
-36% -$191K
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.1T
$320K 0.18%
658
-251
-28% -$127K
RF icon
78
Regions Financial
RF
$26.3B
$313K 0.18%
13,315
– –
PG icon
79
Procter & Gamble
PG
$335B
$301K 0.17%
1,890
-9
-0.5% -$1.47K
DUSB icon
80
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$299K 0.17%
+5,900
New +$299K
BNDX icon
81
Vanguard Total International Bond ETF
BNDX
$82.1B
$285K 0.16%
5,750
– –
VTI icon
82
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
$284K 0.16%
933
-226
-19% -$63.6K
CAT icon
83
Caterpillar
CAT
$373B
$270K 0.15%
696
+11
+2% +$3.67K
CVX icon
84
Chevron
CVX
$383B
$268K 0.15%
1,874
-353
-16% -$49.8K
LMT icon
85
Lockheed Martin
LMT
$132B
$262K 0.15%
566
+2
+0.4% +$936
NVDA icon
86
NVIDIA
NVDA
$4.72T
$260K 0.15%
1,643
-67
-4% -$8.43K
WPM icon
87
Wheaton Precious Metals
WPM
$51.5B
$256K 0.14%
2,854
+100
+4% +$8.42K
ET icon
88
Energy Transfer Partners
ET
$69.6B
$246K 0.14%
13,575
– –
CAG icon
89
Conagra Brands
CAG
$7.19B
$241K 0.14%
11,753
-686
-6% -$16.1K
AEM icon
90
Agnico Eagle Mines
AEM
$75.4B
$240K 0.14%
2,015
+784
+64% +$91K
TSLA icon
91
Tesla
TSLA
$1.22T
$221K 0.12%
696
-46
-6% -$13.9K
VST icon
92
Vistra
VST
$50.1B
$221K 0.12%
1,139
+979
+612% +$145K
DHT icon
93
DHT Holdings
DHT
$2.99B
$216K 0.12%
20,000
– –
T icon
94
AT&T
T
$159B
$209K 0.12%
7,228
+1
+0% +$28
GLNG icon
95
Golar LNG
GLNG
$4.91B
$206K 0.12%
5,000
– –
GLD icon
96
SPDR Gold Trust
GLD
$133B
$204K 0.11%
668
+66
+11% +$20K
FSM icon
97
Fortuna Silver Mines
FSM
$2.66B
$197K 0.11%
30,102
+29,402
+4,200% +$182K
NAK
98
Northern Dynasty Minerals
NAK
$779M
$194K 0.11%
144,429
+40,377
+39% +$45.1K
FISV
99
Fiserv Inc
FISV
$28.8B
$191K 0.11%
1,106
+354
+47% +$64.2K
AMP icon
100
Ameriprise Financial
AMP
$48.1B
$189K 0.11%
355
+99
+39% +$48.9K
2 3
4
5 6

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PHAM
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HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
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.