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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
Cap. Flow
+$15.5M
Cap. Flow %
8.74%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Miscellaneous 64.1%
2 Financials 6.93%
3 Technology 5.94%
4 Industrials 4.12%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPHD icon
151
Timothy Plan High Dividend Stock ETF
TPHD
$359M
$75.6K 0.04%
2,000
-374
-16% -$13.7K
CLOI icon
152
VanEck CLO ETF
CLOI
$1.54B
$74.5K 0.04%
1,407
+30
+2% +$1.58K
IWB icon
153
iShares Russell 1000 ETF
IWB
$48.7B
$74K 0.04%
218
– –
LNT icon
154
Alliant Energy
LNT
$17.4B
$73.5K 0.04%
+1,216
New +$74.4K
IJH icon
155
iShares Core S&P Mid-Cap ETF
IJH
$123B
$72.3K 0.04%
1,165
-991
-46% -$58.2K
SB icon
156
Safe Bulkers
SB
$850M
$72.2K 0.04%
20,000
– –
PBR icon
157
Petrobras
PBR
$136B
$71.5K 0.04%
5,718
+3,504
+158% +$42K
SMH icon
158
VanEck Semiconductor ETF
SMH
$67B
$69.7K 0.04%
250
-20
-7% -$4.64K
TFC icon
159
Truist Financial
TFC
$61.2B
$69K 0.04%
1,605
– –
EQX icon
160
Equinox Gold
EQX
$13.8B
$68.9K 0.04%
11,975
+335
+3% +$2.18K
IBIT icon
161
iShares Bitcoin Trust
IBIT
$62.1B
$68.4K 0.04%
1,118
-34
-3% -$1.91K
DIS icon
162
Walt Disney
DIS
$188B
$68.1K 0.04%
549
-42
-7% -$4.36K
IEI icon
163
iShares 3-7 Year Treasury Bond ETF
IEI
$17.3B
$67.6K 0.04%
568
– –
RTX icon
164
RTX Corp
RTX
$263B
$67.6K 0.04%
463
+74
+19% +$9.86K
RGLD icon
165
Royal Gold
RGLD
$21B
$66.7K 0.04%
375
+110
+42% +$19.5K
PSX icon
166
Phillips 66
PSX
$103B
$66.5K 0.04%
+557
New +$62.4K
SPTL icon
167
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
$66.1K 0.04%
2,486
-367
-13% -$9.63K
CSCO icon
168
Cisco
CSCO
$434B
$65K 0.04%
938
– –
WPC icon
169
W.P. Carey
WPC
$15.8B
$63.7K 0.04%
1,021
– –
PEO
170
Adams Natural Resources Fund
PEO
$816M
$63.4K 0.04%
2,966
– –
MO icon
171
Altria Group
MO
$118B
$62.4K 0.04%
1,064
– –
TXN icon
172
Texas Instruments
TXN
$241B
$62.3K 0.04%
300
– –
CMG icon
173
Chipotle Mexican Grill
CMG
$46.9B
$61.8K 0.03%
1,100
– –
ABM icon
174
ABM Industries
ABM
$2.91B
$61.1K 0.03%
+1,295
New +$62.6K
NOW icon
175
ServiceNow
NOW
$147B
$59.6K 0.03%
290
-115
-28% -$21.7K
5 6
7
8 9

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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 Miscellaneous at 64% of assets, up from 63% a quarter earlier, followed by Financials and Technology.

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.