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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
(+21%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
8.72%
Top 10 Holdings %
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$11.5M |
| 2 |
VanEck Digital Transformation ETF
DAPP
|
+$3.45M |
| 3 |
abrdn Physical Silver Shares ETF
SIVR
|
+$3.4M |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$2.06M |
| 5 |
SUPV
Grupo Supervielle
SUPV
|
+$1.72M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
+$5.09M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$3.92M |
| 3 |
iShares MSCI Spain ETF
EWP
|
+$3.48M |
| 4 |
Royal Caribbean
RCL
|
+$1.61M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Timothy Plan High Dividend Stock ETF
TPHD
$360M
| $75.6K | 0.04% |
2,000
-374
| -16% | -$13.7K |
|
152
VanEck CLO ETF
CLOI
$1.49B
| $74.5K | 0.04% |
1,407
+30
| +2% | +$1.58K |
|
153
iShares Russell 1000 ETF
IWB
$47.9B
| $74K | 0.04% |
218
| – | – |
|
154
Alliant Energy
LNT
$18.3B
| $73.5K | 0.04% |
+1,216
| New | +$74.4K |
|
155
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $72.3K | 0.04% |
1,165
-991
| -46% | -$58.2K |
|
156
Safe Bulkers
SB
$810M
| $72.2K | 0.04% |
20,000
| – | – |
|
157
Petrobras
PBR
$123B
| $71.5K | 0.04% |
5,718
+3,504
| +158% | +$42K |
|
158
VanEck Semiconductor ETF
SMH
$65B
| $69.7K | 0.04% |
250
-20
| -7% | -$4.64K |
|
159
Truist Financial
TFC
$63.5B
| $69K | 0.04% |
1,605
| – | – |
|
160
Equinox Gold
EQX
$7.43B
| $68.9K | 0.04% |
11,975
+335
| +3% | +$2.18K |
|
161
iShares Bitcoin Trust
IBIT
$48.1B
| $68.4K | 0.04% |
1,118
-34
| -3% | -$1.91K |
|
162
Walt Disney
DIS
$167B
| $68.1K | 0.04% |
549
-42
| -7% | -$4.36K |
|
163
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
| $67.6K | 0.04% |
568
| – | – |
|
164
RTX Corp
RTX
$289B
| $67.6K | 0.04% |
463
+74
| +19% | +$9.86K |
|
165
Royal Gold
RGLD
$17.2B
| $66.7K | 0.04% |
375
+110
| +42% | +$19.5K |
|
166
Phillips 66
PSX
$84.4B
| $66.5K | 0.04% |
+557
| New | +$62.4K |
|
167
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
| $66.1K | 0.04% |
2,486
-367
| -13% | -$9.63K |
|
168
Cisco
CSCO
$448B
| $65K | 0.04% |
938
| – | – |
|
169
W.P. Carey
WPC
$16.9B
| $63.7K | 0.04% |
1,021
| – | – |
|
|
PEO
170
Adams Natural Resources Fund
PEO
$742M
| $63.4K | 0.04% |
2,966
| – | – |
|
171
Altria Group
MO
$113B
| $62.4K | 0.04% |
1,064
| – | – |
|
172
Texas Instruments
TXN
$255B
| $62.3K | 0.04% |
300
| – | – |
|
173
Chipotle Mexican Grill
CMG
$49.4B
| $61.8K | 0.03% |
1,100
| – | – |
|
174
ABM Industries
ABM
$2.79B
| $61.1K | 0.03% |
+1,295
| New | +$62.6K |
|
175
ServiceNow
NOW
$114B
| $59.6K | 0.03% |
290
-115
| -28% | -$21.7K |
|
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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.