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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 %
8.72%
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 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
AVDV icon
201
Avantis International Small Cap Value ETF
AVDV
$19.1B
$47.6K 0.03%
+601
New +$44.5K
FFIN icon
202
First Financial Bankshares
FFIN
$5B
$47.1K 0.03%
1,310
– –
FENY icon
203
Fidelity MSCI Energy Index ETF
FENY
$1.99B
$47.1K 0.03%
2,008
+2,005
+66,833% +$46K
BKNG icon
204
Booking.com
BKNG
$150B
$46.3K 0.03%
200
-100
-33% -$20.5K
XLK icon
205
State Street Technology Select Sector SPDR ETF
XLK
$115B
$45.8K 0.03%
362
– –
VLO icon
206
Valero Energy
VLO
$92.6B
$44.9K 0.03%
334
+275
+466% +$34.3K
RDVY icon
207
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$44.5K 0.03%
709
-2,197
-76% -$129K
AMZN icon
208
CALL
Amazon
AMZN
$2.53T
$43.9K 0.02%
200
– –
RBLX icon
209
Roblox
RBLX
$34.8B
$43.3K 0.02%
412
+397
+2,647% +$31.2K
OXY icon
210
Occidental Petroleum
OXY
$55.6B
$42.6K 0.02%
1,014
– –
VCIT icon
211
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$42.2K 0.02%
509
+22
+5% +$1.79K
HGER icon
212
Harbor Commodity All-Weather Strategy ETF
HGER
$3.79B
$41.6K 0.02%
1,713
-1,149
-40% -$27.5K
MSTR icon
213
CALL
Strategy Inc
MSTR
$35.7B
$40.4K 0.02%
100
– –
BROS icon
214
Dutch Bros
BROS
$8.98B
$40.2K 0.02%
588
+575
+4,423% +$37.5K
USFR icon
215
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$39.3K 0.02%
781
-1,426
-65% -$71.8K
XLG icon
216
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$39.1K 0.02%
750
– –
OMC icon
217
Omnicom Group
OMC
$21.8B
$39K 0.02%
542
-8,868
-94% -$655K
ES icon
218
Eversource Energy
ES
$27.8B
$38.2K 0.02%
600
– –
ETHA
219
iShares Ethereum Trust ETF
ETHA
$5.6B
$37.8K 0.02%
1,982
– –
TSM icon
220
TSMC
TSM
$2.09T
$37.6K 0.02%
166
-7,213
-98% -$1.34M
UVXY icon
221
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$234M
$37.5K 0.02%
+400
New +$53K
NRG icon
222
NRG Energy
NRG
$28.3B
$37.4K 0.02%
+233
New +$30.7K
GLW icon
223
Corning
GLW
$116B
$36.8K 0.02%
700
– –
BTC
224
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
$36.7K 0.02%
768
– –
ZBH icon
225
Zimmer Biomet
ZBH
$18.4B
$36.6K 0.02%
401
– –
7 8
9
10 11

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HFRG
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CIA
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EBWM
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KAM
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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.