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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
FTXN icon
126
First Trust Nasdaq Oil & Gas ETF
FTXN
$172M
$2.78K ﹤0.01%
+72
New +$2.4K
FXN icon
127
First Trust Energy AlphaDEX Fund
FXN
$391M
$1.8K ﹤0.01%
+80
New +$1.55K
VEGI icon
128
iShares MSCI Agriculture Producers ETF
VEGI
$155M
$1.79K ﹤0.01%
+40
New +$1.76K
TIP icon
129
iShares TIPS Bond ETF
TIP
$14.5B
$1.54K ﹤0.01%
+14
New +$1.55K
CNXT icon
130
VanEck ChiNext Innovators ETF
CNXT
$115M
$1.5K ﹤0.01%
+33
New +$1.51K
FXO icon
131
First Trust Financials AlphaDEX Fund
FXO
$1.11B
$1.41K ﹤0.01%
+25
New +$1.48K
RAAX icon
132
VanEck Inflation Allocation ETF
RAAX
$1.11B
$1.18K ﹤0.01%
+29
New +$1.14K
ANGL icon
133
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
– –
-72
Closed -$2.11K
2 3 4 5
6

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LIA
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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.