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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
+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
IJH icon
126
iShares Core S&P Mid-Cap ETF
IJH
$124B
$74.1K 0.04%
1,136
-29
-2% -$1.86K
XLI icon
127
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$62.2K 0.03%
403
+1
+0.2% +$151
HAFN icon
128
Hafnia
HAFN
$3.8B
$59.9K 0.03%
10,000
– –
IWB icon
129
iShares Russell 1000 ETF
IWB
$49B
$57K 0.03%
156
-62
-28% -$21.8K
SPTL icon
130
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$56.4K 0.03%
2,093
-393
-16% -$10.4K
XLP icon
131
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$53.8K 0.03%
687
-30
-4% -$2.42K
FNDE icon
132
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.72B
$52.7K 0.03%
1,457
+1,382
+1,843% +$47.6K
XLK icon
133
State Street Technology Select Sector SPDR ETF
XLK
$117B
$51K 0.03%
362
– –
SPYM
134
State Street SPDR Portfolio S&P 500 ETF
SPYM
$164B
$50.8K 0.03%
649
-124
-16% -$9.35K
XLF icon
135
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
$50.5K 0.03%
938
– –
RDVY icon
136
First Trust Rising Dividend Achievers ETF
RDVY
$25B
$47.7K 0.02%
709
– –
DVY icon
137
iShares Select Dividend ETF
DVY
$23.5B
$41.4K 0.02%
+291
New +$40.3K
SDY icon
138
State Street SPDR S&P Dividend ETF
SDY
$23.5B
$39.9K 0.02%
285
-287
-50% -$40K
SCHE icon
139
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$35.9K 0.02%
+1,076
New +$33.9K
IJR icon
140
iShares Core S&P Small-Cap ETF
IJR
$111B
$35.9K 0.02%
302
+3
+1% +$345
XLU icon
141
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$35.6K 0.02%
816
+4
+0.5% +$169
VTV icon
142
Vanguard Morningstar Value ETF
VTV
$188B
$32.4K 0.02%
174
+14
+9% +$2.54K
MSTR icon
143
CALL
Strategy Inc
MSTR
$34.7B
$32.2K 0.02%
100
– –
SCHA icon
144
Schwab U.S Small- Cap ETF
SCHA
$22.6B
$31.3K 0.02%
+1,121
New +$30K
MBB icon
145
iShares MBS ETF
MBB
$38.9B
$29.2K 0.01%
307
+33
+12% +$3.1K
KOS icon
146
Kosmos Energy
KOS
$1.52B
$24.9K 0.01%
15,000
-5,000
-25% -$9.35K
SCHF icon
147
Schwab International Equity ETF
SCHF
$66.9B
$23.7K 0.01%
+1,016
New +$22.9K
SCHX icon
148
Schwab US Large- Cap ETF
SCHX
$72.8B
$21.5K 0.01%
816
+51
+7% +$1.29K
TIP icon
149
iShares TIPS Bond ETF
TIP
$14.5B
$20.8K 0.01%
187
+27
+17% +$2.98K
EWW icon
150
iShares MSCI Mexico ETF
EWW
$1.96B
$20.4K 0.01%
299
-75
-20% -$4.68K
4 5
6
7 8

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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.