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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
IEI icon
126
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$87.9K 0.03%
748
+516
+222% +$60.8K
XLU icon
127
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$78.2K 0.03%
+1,724
New +$78.1K
HAFN icon
128
Hafnia
HAFN
$4.61B
$66.4K 0.03%
10,000
– –
DAPP icon
129
VanEck Digital Transformation ETF
DAPP
$353M
$59.6K 0.02%
3,077
-5
-0.2% -$100
DC icon
130
Dakota Gold
DC
$798M
$53.6K 0.02%
12,575
– –
ITA icon
131
iShares US Aerospace & Defense ETF
ITA
$13.5B
$46.5K 0.02%
192
+100
+109% +$22.8K
LAC
132
Lithium Americas
LAC
$1.09B
$40K 0.02%
+10,385
New +$49.5K
IJH icon
133
iShares Core S&P Mid-Cap ETF
IJH
$126B
$36.5K 0.01%
474
– –
IJR icon
134
iShares Core S&P Small-Cap ETF
IJR
$110B
$32.6K 0.01%
220
+37
+20% +$5.08K
SCHF icon
135
Schwab International Equity ETF
SCHF
$70.1B
$32K 0.01%
+1,156
New +$31.2K
REMX icon
136
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.23B
$28.1K 0.01%
317
+245
+340% +$23.8K
SOXX icon
137
iShares Semiconductor ETF
SOXX
$42.8B
$25.6K 0.01%
40
– –
TRX icon
138
TRX Gold Corp
TRX
$377M
$22.5K 0.01%
+27,263
New +$31.6K
CLOI icon
139
VanEck CLO ETF
CLOI
$1.54B
$15K 0.01%
+283
New +$14.9K
IXC icon
140
iShares Global Energy ETF
IXC
$2.86B
$12.3K ﹤0.01%
250
– –
PDBA icon
141
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$321M
$10.7K ﹤0.01%
+300
New +$10.9K
EIS icon
142
iShares MSCI Israel ETF
EIS
$922M
$8.69K ﹤0.01%
72
– –
IEF icon
143
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$8.13K ﹤0.01%
86
– –
SMOG icon
144
VanEck Low Carbon Energy ETF
SMOG
$134M
$7.6K ﹤0.01%
52
– –
SCHB icon
145
Schwab US Broad Market ETF
SCHB
$44.8B
$6.83K ﹤0.01%
+236
New +$6.61K
XLK icon
146
State Street Technology Select Sector SPDR ETF
XLK
$122B
$6.67K ﹤0.01%
+35
New +$5.98K
EFA icon
147
iShares MSCI EAFE ETF
EFA
$80.1B
$6.65K ﹤0.01%
64
– –
PIT icon
148
VanEck Commodity Strategy ETF
PIT
$369M
$6.6K ﹤0.01%
+100
New +$7.26K
ROBT icon
149
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$772M
$6.36K ﹤0.01%
113
– –
EQWL icon
150
Invesco S&P 100 Equal Weight ETF
EQWL
$2.87B
$5.93K ﹤0.01%
+46
New +$5.72K
4 5
6
7 8

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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.