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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
SCHR
151
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$20.4K 0.01%
+811
New +$20.3K
ITA icon
152
iShares US Aerospace & Defense ETF
ITA
$14.2B
$19.3K 0.01%
92
– –
EMB icon
153
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$16.9K 0.01%
178
– –
XAR icon
154
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
$16.9K 0.01%
72
– –
RWR icon
155
State Street SPDR Dow Jones REIT ETF
RWR
$1.86B
$16.8K 0.01%
168
-4
-2% -$393
IEF icon
156
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$14.4K 0.01%
149
+7
+5% +$669
XME icon
157
State Street SPDR S&P Metals & Mining ETF
XME
$3.87B
$14.2K 0.01%
152
– –
SLYV icon
158
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$13.5K 0.01%
152
– –
SCHB icon
159
Schwab US Broad Market ETF
SCHB
$43.2B
$13.3K 0.01%
517
+17
+3% +$421
REMX icon
160
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.95B
$13K 0.01%
197
+3
+2% +$166
VO icon
161
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$12.9K 0.01%
176
+36
+26% +$2.58K
XLY icon
162
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$12K 0.01%
100
– –
SPYG icon
163
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$11.3K 0.01%
108
+40
+59% +$3.98K
XSW icon
164
State Street SPDR S&P Software & Services ETF
XSW
$442M
$11.1K 0.01%
56
– –
SOXX icon
165
iShares Semiconductor ETF
SOXX
$41.7B
$10.8K 0.01%
40
– –
IXC icon
166
iShares Global Energy ETF
IXC
$2.79B
$10.4K 0.01%
250
– –
PFF icon
167
iShares Preferred and Income Securities ETF
PFF
$13.3B
$10.3K 0.01%
+326
New +$10.3K
SPYV icon
168
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$9.19K ﹤0.01%
+166
New +$8.94K
LQD icon
169
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$8.25K ﹤0.01%
74
+30
+68% +$3.3K
SCCR
170
Schwab Core Bond ETF
SCCR
$1.5B
$7.24K ﹤0.01%
+279
New +$7.16K
EIS icon
171
iShares MSCI Israel ETF
EIS
$889M
$7.22K ﹤0.01%
72
– –
FNDF icon
172
Schwab Fundamental International Large Company Index ETF
FNDF
$24.9B
$6.7K ﹤0.01%
+156
New +$6.49K
SMOG icon
173
VanEck Low Carbon Energy ETF
SMOG
$129M
$6.61K ﹤0.01%
52
– –
SCHG icon
174
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$6.32K ﹤0.01%
+198
New +$6.03K
ROBT icon
175
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$721M
$5.98K ﹤0.01%
113
– –
5 6
7
8 9

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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.