We are live on ! Find out more
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
EPD icon
76
Enterprise Products Partners
EPD
$82.3B
$379K 0.19%
12,106
+40
+0.3% +$1.26K
SSRM icon
77
SSR Mining
SSRM
$5.32B
$371K 0.19%
15,203
+504
+3% +$8.53K
RF icon
78
Regions Financial
RF
$26.4B
$351K 0.18%
13,315
– –
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.1T
$336K 0.17%
668
+10
+2% +$4.84K
CMCL icon
80
Caledonia Mining Corp
CMCL
$355M
$327K 0.16%
9,017
+7,897
+705% +$201K
NVDA icon
81
NVIDIA
NVDA
$4.86T
$320K 0.16%
1,714
+71
+4% +$12.4K
TSLA icon
82
Tesla
TSLA
$1.23T
$319K 0.16%
716
+20
+3% +$6.94K
HD icon
83
Home Depot
HD
$331B
$318K 0.16%
784
-257
-25% -$101K
WPM icon
84
Wheaton Precious Metals
WPM
$49.5B
$310K 0.16%
2,774
-80
-3% -$7.82K
BND icon
85
Vanguard Total Bond Market
BND
$157B
$305K 0.15%
4,100
-650
-14% -$47.9K
VTI icon
86
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$290K 0.15%
883
-50
-5% -$15.8K
BNDX icon
87
Vanguard Total International Bond ETF
BNDX
$81.9B
$284K 0.14%
5,750
– –
LMT icon
88
Lockheed Martin
LMT
$134B
$284K 0.14%
569
+3
+0.5% +$1.36K
NGD
89
DELISTED
New Gold Inc
NGD
$275K 0.14%
+38,322
New +$207K
OMC icon
90
Omnicom Group
OMC
$21.6B
$272K 0.14%
3,333
+2,791
+515% +$211K
HBM icon
91
Hudbay
HBM
$10.1B
$271K 0.14%
+17,844
New +$204K
GDXJ icon
92
VanEck Junior Gold Miners ETF
GDXJ
$6.89B
$270K 0.14%
2,729
+425
+18% +$32.7K
SAND
93
DELISTED
Sandstorm Gold
SAND
$267K 0.13%
21,289
+18,348
+624% +$195K
IMAX icon
94
IMAX
IMAX
$2.62B
$256K 0.13%
+7,819
New +$222K
CCJ icon
95
Cameco
CCJ
$37.6B
$250K 0.13%
2,985
+2,810
+1,606% +$218K
SKE
96
Skeena Resources
SKE
$3.3B
$246K 0.12%
+13,355
New +$219K
TGB
97
Trekor Metals
TGB
$2.48B
$244K 0.12%
+57,777
New +$197K
GLD icon
98
SPDR Gold Trust
GLD
$131B
$244K 0.12%
687
+19
+3% +$6.05K
DHT icon
99
DHT Holdings
DHT
$2.99B
$239K 0.12%
20,000
– –
ET icon
100
Energy Transfer Partners
ET
$70.1B
$233K 0.12%
13,575
– –
2 3
4
5 6

Similar funds

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

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.