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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
SCHK icon
176
Schwab 1000 Index ETF
SCHK
$5.71B
$5.72K ﹤0.01%
+178
New +$5.51K
ANGL icon
177
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$5.62K ﹤0.01%
189
+117
+163% +$3.43K
SCHM icon
178
Schwab US Mid-Cap ETF
SCHM
$14.5B
$5.45K ﹤0.01%
+184
New +$5.36K
HYG icon
179
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$4.55K ﹤0.01%
+56
New +$4.51K
TLH icon
180
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$4.53K ﹤0.01%
44
– –
SCHD icon
181
Schwab US Dividend Equity ETF
SCHD
$104B
$4.5K ﹤0.01%
+165
New +$4.5K
ICSH icon
182
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.07B
$4.47K ﹤0.01%
+88
New +$4.46K
JNK icon
183
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
$4.31K ﹤0.01%
+44
New +$4.27K
XLE icon
184
State Street Energy Select Sector SPDR ETF
XLE
$39B
$4.29K ﹤0.01%
96
– –
IGIB icon
185
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$3.68K ﹤0.01%
+68
New +$3.64K
AGG icon
186
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.51K ﹤0.01%
+35
New +$3.47K
EEM icon
187
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$3.31K ﹤0.01%
62
-60
-49% -$3.01K
EFG icon
188
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$2.85K ﹤0.01%
+25
New +$2.79K
IQLT icon
189
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
$2.74K ﹤0.01%
+62
New +$2.67K
SPIB icon
190
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$2.64K ﹤0.01%
+78
New +$2.62K
USIG icon
191
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$2.4K ﹤0.01%
+46
New +$2.37K
SCHP icon
192
Schwab US TIPS ETF
SCHP
$16.3B
$2.4K ﹤0.01%
89
– –
VUG icon
193
Vanguard Morningstar Growth ETF
VUG
$220B
$2.4K ﹤0.01%
+30
New +$2.29K
XTL icon
194
State Street SPDR S&P Telecom ETF
XTL
$567M
$2.38K ﹤0.01%
17
– –
SMLF icon
195
iShares US Small Cap Equity Factor ETF
SMLF
$4.09B
$2.16K ﹤0.01%
+29
New +$2.08K
FTXN icon
196
First Trust Nasdaq Oil & Gas ETF
FTXN
$167M
$2.04K ﹤0.01%
72
+1
+1% +$28
VB icon
197
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$2.03K ﹤0.01%
+8
New +$1.98K
IWR icon
198
iShares Russell Mid-Cap ETF
IWR
$56B
$2.03K ﹤0.01%
+21
New +$1.99K
KRE icon
199
State Street SPDR S&P Regional Banking ETF
KRE
$4.63B
$2.03K ﹤0.01%
32
– –
XOP icon
200
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.74B
$1.98K ﹤0.01%
15
-55
-79% -$7.1K
6 7
8
9 10

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HFRG
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CIA
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EBWM
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KAM
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GCCM
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ACM
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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.