Kiker Wealth Management, LLC
Sector Allocation
- Other47.3%$121.2M
- Financials26.8%$68.7M
- Energy7.0%$17.9M
- Industrials4.0%$10.3M
- Technology3.8%$9.8M
- Materials3.5%$8.8M
- Consumer Discretionary3.0%$7.6M
- Utilities1.8%$4.6M
- Healthcare1.3%$3.3M
- Consumer Staples1.2%$3.0M
AUM History
13fpro.ai/research/fund/kiker-wealth-management-llc-2042502
Conviction and streaks
Diversifying · top 10 = 47.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$18.2M
OUNZ
$16.3MIVZ
$14.7M- ISHARES$13.1M
- FIRST$11.1M
- VANECK$10.5M
- VANECK$10.2M
- ISHARES$9.8M
- SELECT$8.5M
SIVR
$8.1M- ISHARES$7.9M
- ISHARES$7.0M
- SCHWAB$6.7M
- ISHARES$6.6M
- ISHARES$6.4M
SLV
$5.4MENVA
$3.9MFRO
$3.0MEQNR
$2.9MGRDN
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kiker-wealth-management-llc-2042502
Kiker Wealth Management, LLC 13F holdings — Q2 2026
$256.3M portfolio (+22.4% QoQ) · 161 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio
- 1
ISHARES TR - RUSSELL 2000 ETF
$18.2M
7.1% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $16.3M
6.4% of stocks
-3%This quarter-2.5%Since filed7+ qtrsHeld$14.7M
5.7% of stocks
-1%This quarter-3.0%Since filed7+ qtrsHeld- 4
ISHARES TR - ISHS 1-5YR INVS
$13.1M
5.1% of stocks
+22%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
$11.1M
4.3% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANECK ETF TRUST - URANI NUCLE ETF
$10.5M
4.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANECK ETF TRUST - JP MRGAN EM LOC
$10.2M
4.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - 20 YR TR BD ETF
$9.8M
3.8% of stocks
+28%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SELECT SECTOR SPDR TR - ST STR ENERG ETF
$8.5M
3.3% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $8.1M
3.2% of stocks
+0.9%This quarter-9.0%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - RUSSELL 2000 ETF | $18.2M | 7.1% | -4% | — | — | — | — | |
| 2 | $16.3M | 6.4% | -3% | -2.5% | 7+ qtrs | 33.6#2,506 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $14.7M | 5.7% | -1% | -3.0% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - ISHS 1-5YR INVS | $13.1M | 5.1% | +22% | — | — | — | — | |
| 5 | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $11.1M | 4.3% | -4% | — | — | — | — | |
| 6 | VANECK ETF TRUST - URANI NUCLE ETF | $10.5M | 4.1% | +4% | — | — | — | — | |
| 7 | VANECK ETF TRUST - JP MRGAN EM LOC | $10.2M | 4.0% | +12% | — | — | — | — | |
| 8 | ISHARES TR - 20 YR TR BD ETF | $9.8M | 3.8% | +28% | — | — | — | — | |
| 9 | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $8.5M | 3.3% | New | — | New this quarter | — | — | |
| 10 | $8.1M | 3.2% | +0.9% | -9.0% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Kiker Wealth Management, LLC (Q2 2026)
161 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - LATN AMER 40 ETFetf/fund | — | $7.9M | 3.1% | 233K | -2% | — | — | 13F |
| 12 | — | ISHARES INC - MSCI BRAZIL ETFetf/fund | — | $7.0M | 2.8% | 204K | -4% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $6.7M | 2.6% | 252K | New | — | — | 13F |
| 14 | — | ISHARES TR - 0-5 YR TIPS ETFetf/fund | — | $6.6M | 2.6% | 65K | New | — | — | 13F |
| 15 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $6.4M | 2.5% | 78K | +25% | — | — | 13F |
| 16 | iShares Silver Trustetf/fund | Financials | $5.4M | 2.1% | 100K | -6% | 2 qtrs | — | 13F | |
| 17 | Enova International, Inc. | Financials | $3.9M | 1.5% | 16K | +18% | 2 qtrsAdded 2 qtrs in a row | 69.5 | 13F | |
| 18 | Frontline plc | Industrials | $3.0M | 1.2% | 85K | -4% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | EQUINOR ASAadr | Energy | $2.9M | 1.1% | 92K | +63% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Guardian Pharmacy Services, Inc. | Healthcare | $2.7M | 1.1% | 66K | +15% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BREAD FINANCIAL HOLDINGS, INC. | Financials | $2.7M | 1.1% | 25K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Sprott Physical Gold & Silver Trust | Financials | $2.7M | 1.1% | 67K | +10% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EMCOR Group, Inc. | Industrials | $2.6M | 1.0% | 3,114 | +9% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TERADATA CORP /DE/ | Technology | $2.5M | 1.0% | 73K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | FEDERAL SIGNAL CORP /DE/ | Industrials | $2.5M | 1.0% | 20K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CVX | CHEVRON CORP | Energy | $2.4M | 0.9% | 14K | +102% | |||
| 27 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.9% | 42K | New | |||
| 28 | $WT | WisdomTree, Inc. | Financials | $2.3M | 0.9% | 138K | -6% | |||
| 29 | $GOLD | Gold.com, Inc. | Consumer Discretionary | $2.3M | 0.9% | 55K | New | |||
| 30 | $DY | DYCOM INDUSTRIES INC | Energy | $2.2M | 0.9% | 4,339 | New | |||
| 31 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $2.1M | 0.8% | 128K | +338% | |||
| 32 | $BURL | Burlington Stores, Inc. | Consumer Discretionary | $2.0M | 0.8% | 6,300 | New | |||
| 33 | $CNO | CNO Financial Group, Inc. | Financials | $2.0M | 0.8% | 39K | -8% | |||
| 34 | $BP | BP PLC | Energy | $1.8M | 0.7% | 49K | New | |||
| 35 | $JXN | Jackson Financial Inc. | Financials | $1.8M | 0.7% | 18K | -6% | |||
| 36 | $CF | CF Industries Holdings, Inc. | Materials | $1.8M | 0.7% | 16K | New | |||
| 37 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | — | $1.4M | 0.6% | 19K | -1% | |||
| 38 | $VIPS | Vipshop Holdings Ltd | Consumer Discretionary | $1.4M | 0.6% | 107K | -5% | |||
| 39 | $SO | SOUTHERN CO | Utilities | $1.3M | 0.5% | 14K | -1% | |||
| 40 | $BMI | BADGER METER INC | Technology | $1.3M | 0.5% | 8,809 | -5% | |||
| 41 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT | — | $1.3M | 0.5% | 47K | -2% | |||
| 42 | $AAPL | Apple Inc. | Technology | $1.1M | 0.4% | 3,844 | -3% | |||
| 43 | $EIX | EDISON INTERNATIONAL | Utilities | $1.1M | 0.4% | 14K | +29% | |||
| 44 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $832K | 0.3% | 4,038 | +8% | |||
| 45 | $BAP | CREDICORP LTD | Financials | $829K | 0.3% | 2,128 | New | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $821K | 0.3% | 10K | -1.0% | |||
| 47 | $PSLV | Sprott Physical Silver Trust | Financials | $797K | 0.3% | 42K | +21% | |||
| 48 | $GIS | GENERAL MILLS INC | Consumer Staples | $775K | 0.3% | 22K | +35% | |||
| 49 | $NVDA | NVIDIA CORP | Technology | $772K | 0.3% | 3,860 | New | |||
| 50 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $772K | 0.3% | 5,264 | New | |||
| 51 | $ES | EVERSOURCE ENERGY | Utilities | $762K | 0.3% | 11K | New | |||
| 52 | $EOG | EOG RESOURCES INC | Energy | $751K | 0.3% | 5,793 | -2% | |||
| 53 | $ACN | Accenture plc | Technology | $748K | 0.3% | 6,010 | +170% | |||
| 54 | $SVM | SILVERCORP METALS INC | Materials | $745K | 0.3% | 74K | +21% | |||
| 55 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $736K | 0.3% | 9,757 | +6% | |||
| 56 | $CNA | CNA FINANCIAL CORP | Financials | $732K | 0.3% | 15K | +5% | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $720K | 0.3% | 4,746 | -2% | |||
| 58 | $WTRG | Essential Utilities, Inc. | Utilities | $716K | 0.3% | 19K | +4% | |||
| 59 | — | ISHARES TR - MSCI INTL MOMENT | — | $708K | 0.3% | 13K | -1% | |||
| 60 | $SQM | CHEMICAL & MINING CO OF CHILE INC | Materials | $704K | 0.3% | 9,502 | +6% | |||
| 61 | $AG | FIRST MAJESTIC SILVER CORP | Materials | $701K | 0.3% | 41K | +19% | |||
| 62 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $698K | 0.3% | 8,605 | New | |||
| 63 | $PHYS | Sprott Physical Gold Trust | Financials | $685K | 0.3% | 23K | +21% | |||
| 64 | $IAG | IAMGOLD CORP | Materials | $677K | 0.3% | 43K | +46% | |||
| 65 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $672K | 0.3% | 25K | +3% | |||
| 66 | $KIM | KIMCO REALTY CORP | Real Estate | $648K | 0.3% | 26K | -3% | |||
| 67 | $LAR | Lithium Argentina AG | Materials | $628K | 0.3% | 76K | New | |||
| 68 | $PLTR | Palantir Technologies Inc. | Technology | $627K | 0.2% | 5,378 | — | |||
| 69 | $LMT | LOCKHEED MARTIN CORP | Industrials | $603K | 0.2% | 1,184 | +46% | |||
| 70 | $MDT | Medtronic plc | Healthcare | $601K | 0.2% | 7,676 | +3% | |||
| 71 | $ALB | ALBEMARLE CORP | Materials | $570K | 0.2% | 4,223 | -11% | |||
| 72 | $CGAU | Centerra Gold Inc. | Materials | $557K | 0.2% | 35K | New | |||
| 73 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $557K | 0.2% | 4,717 | -2% | |||
| 74 | $PARR | PAR PACIFIC HOLDINGS, INC. | Energy | $549K | 0.2% | 9,785 | New | |||
| 75 | $NE | Noble Corp plc | Energy | $544K | 0.2% | 15K | New | |||
| 76 | $BVN | BUENAVENTURA MINING CO INC | Materials | $524K | 0.2% | 18K | New | |||
| 77 | $FET | FORUM ENERGY TECHNOLOGIES, INC. | Energy | $516K | 0.2% | 10K | +91% | |||
| 78 | $SSRM | SSR MINING INC. | Financials | $509K | 0.2% | 18K | New | |||
| 79 | $IAU | ISHARES GOLD TRUST | Financials | $502K | 0.2% | 6,650 | +1% | |||
| 80 | $PTEN | PATTERSON UTI ENERGY INC | Energy | $496K | 0.2% | 54K | New | |||
| 81 | $APA | APA Corp | Energy | $494K | 0.2% | 15K | New | |||
| 82 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $480K | 0.2% | 1,708 | +0.1% | |||
| 83 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $473K | 0.2% | 13K | +7% | |||
| 84 | $SKE | Skeena Resources Ltd | Materials | $470K | 0.2% | 18K | New | |||
| 85 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $456K | 0.2% | 8,927 | — | |||
| 86 | $VG | Venture Global, Inc. | Energy | $454K | 0.2% | 41K | New | |||
| 87 | $WPM | Wheaton Precious Metals Corp. | Materials | $433K | 0.2% | 3,853 | +2% | |||
| 88 | $KOS | Kosmos Energy Ltd. | Energy | $426K | 0.2% | 202K | New | |||
| 89 | $VET | VERMILION ENERGY INC. | Energy | $423K | 0.2% | 45K | New | |||
| 90 | $RF | REGIONS FINANCIAL CORP | Financials | $402K | 0.2% | 13K | +0.0% | |||
| 91 | $VAL | Valaris Ltd | Energy | $401K | 0.2% | 5,525 | New | |||
| 92 | $DHT | DHT Holdings, Inc. | Industrials | $340K | 0.1% | 21K | +3% | |||
| 93 | $GLW | CORNING INC /NY | Materials | $297K | 0.1% | 1,163 | New | |||
| 94 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $287K | 0.1% | 2,921 | +26% | |||
| 95 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $287K | 0.1% | 573 | +13% | |||
| 96 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $283K | 0.1% | 2,069 | +29% | |||
| 97 | $APH | AMPHENOL CORP /DE/ | Technology | $277K | 0.1% | 1,570 | -11% | |||
| 98 | $TER | TERADYNE, INC | Technology | $268K | 0.1% | 554 | New | |||
| 99 | $VRT | Vertiv Holdings Co | Technology | $268K | 0.1% | 800 | New | |||
| 100 | $TSLA | Tesla, Inc. | Consumer Discretionary | $265K | 0.1% | 630 | +0.5% | |||
| 101 | $ET | Energy Transfer LP | Energy | $263K | 0.1% | 14K | +4% | |||
| 102 | $MPC | Marathon Petroleum Corp | Energy | $260K | 0.1% | 1,017 | — | |||
| 103 | $CAT | CATERPILLAR INC | Industrials | $256K | 0.1% | 240 | New | |||
| 104 | $WDC | WESTERN DIGITAL CORP | Technology | $252K | 0.1% | 395 | New | |||
| 105 | $GLNG | GOLAR LNG LTD | Industrials | $249K | 0.1% | 5,000 | — | |||
| 106 | $NEM | NEWMONT Corp /DE/ | Materials | $248K | 0.1% | 2,655 | -20% | |||
| 107 | $SNDK | Sandisk Corp | Technology | $248K | 0.1% | 109 | New | |||
| 108 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $244K | 0.1% | 692 | -10% | |||
| 109 | $OMC | OMNICOM GROUP INC. | Communication Services | $240K | 0.1% | 3,289 | -3% | |||
| 110 | $GLD | SPDR GOLD TRUST | Financials | $230K | 0.1% | 624 | +5% | |||
| 111 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $227K | 0.1% | 1,448 | New | |||
| 112 | $COHR | COHERENT CORP. | Technology | $225K | 0.1% | 571 | New | |||
| 113 | $ITT | ITT INC. | Industrials | $213K | 0.1% | 1,077 | -11% | |||
| 114 | $GD | GENERAL DYNAMICS CORP | Industrials | $213K | 0.1% | 600 | -5% | |||
| 115 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $208K | 0.1% | 312 | New | |||
| 116 | $LITE | Lumentum Holdings Inc. | Technology | $205K | 0.1% | 239 | New | |||
| 117 | $RGLD | ROYAL GOLD INC | Financials | $202K | 0.1% | 1,011 | New | |||
| 118 | $PR | Permian Resources Corp | Energy | $194K | 0.1% | 11K | New | |||
| 119 | $NVGS | Navigator Holdings Ltd. | Industrials | $186K | 0.1% | 10K | — | |||
| 120 | $EQX | Equinox Gold Corp. | Materials | $169K | 0.1% | 17K | -2% | |||
| 121 | $GOOGL | Alphabet Inc. | Technology | $159K | 0.1% | 445 | +68% | |||
| 122 | $GOOG | Alphabet Inc. | Technology | $132K | 0.1% | 375 | -14% | |||
| 123 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $128K | 0.1% | 195 | -22% | |||
| 124 | $SB | SAFE BULKERS, INC. | Industrials | $126K | 0.1% | 20K | — | |||
| 125 | — | ISHARES TR - CORE S&P500 ETF | — | $96K | 0.0% | 128 | +1500% | |||
| 126 | — | ISHARES TR - 3 7 YR TREAS BD | — | $88K | 0.0% | 748 | +222% | |||
| 127 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $78K | 0.0% | 1,724 | New | |||
| 128 | $HAFN | Hafnia Ltd | Industrials | $66K | 0.0% | 10K | — | |||
| 129 | — | VANECK ETF TRUST - DIGI TRANSFRM | — | $60K | 0.0% | 3,077 | -0.2% | |||
| 130 | $DC | Dakota Gold Corp. | Materials | $54K | 0.0% | 13K | — | |||
| 131 | — | ISHARES TR - US AER DEF ETF | — | $47K | 0.0% | 192 | +109% | |||
| 132 | $LAC | LITHIUM AMERICAS CORP. | Materials | $40K | 0.0% | 10K | New | |||
| 133 | — | ISHARES TR - CORE S&P MCP ETF | — | $37K | 0.0% | 474 | — | |||
| 134 | — | ISHARES TR - CORE S&P SCP ETF | — | $33K | 0.0% | 220 | +20% | |||
| 135 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $32K | 0.0% | 1,156 | New | |||
| 136 | — | VANECK ETF TRUST - RARE EAR STR ETF | — | $28K | 0.0% | 317 | +340% | |||
| 137 | — | ISHARES TR - ISHARES SEMICDTR | — | $26K | 0.0% | 40 | — | |||
| 138 | $TRX | TRX GOLD Corp | Materials | $22K | 0.0% | 27K | New | |||
| 139 | — | VANECK ETF TRUST - CLO ETF | — | $15K | 0.0% | 283 | New | |||
| 140 | — | ISHARES TR - GLOBAL ENERG ETF | — | $12K | 0.0% | 250 | — | |||
| 141 | — | INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA | — | $11K | 0.0% | 300 | New | |||
| 142 | — | ISHARES INC - MSCI ISRAEL ETF | — | $9K | 0.0% | 72 | — | |||
| 143 | — | ISHARES TR - 7-10 YR TRSY BD | — | $8K | 0.0% | 86 | — | |||
| 144 | — | VANECK ETF TRUST - LOW CARBN ENERGY | — | $8K | 0.0% | 52 | — | |||
| 145 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $7K | 0.0% | 236 | New | |||
| 146 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $7K | 0.0% | 35 | New | |||
| 147 | — | ISHARES TR - MSCI EAFE ETF | — | $7K | 0.0% | 64 | — | |||
| 148 | — | VANECK ETF TRUST - COMMODITY STGY | — | $7K | 0.0% | 100 | New | |||
| 149 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | — | $6K | 0.0% | 113 | — | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $6K | 0.0% | 46 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 56 new, 48 added to, 34 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (56)
- SELECT SECTOR SPDR TR - ST STR ENERG ETF$8.5M
first bought this quarter
- SCHWAB STRATEGIC TR - US TIPS ETF$6.7M
first bought this quarter
- ISHARES TR - 0-5 YR TIPS ETF$6.6M
first bought this quarter
$BFHBREAD FINANCIAL HOLDINGS, INC.$2.7M
first bought this quarter
$TDCTERADATA CORP /DE/$2.5M
first bought this quarter
$FSSFEDERAL SIGNAL CORP /DE/$2.5M
first bought this quarter
+50 more in the Excel export
Added to (48)
- ISHARES TR - ISHS 1-5YR INVS+22%
now $13.1M
- ISHARES TR - 20 YR TR BD ETF+28%
now $9.8M
$PBRPETROBRAS - PETROLEO BRASILEIRO SA+338%
now $2.1M · held 2 qtrs, 2 adds in a row
- ISHARES TR - 1 3 YR TREAS BD+25%
now $6.4M
$CVXCHEVRON CORP+102%
now $2.4M · held 2 qtrs, 2 adds in a row
now $2.9M · held 2 qtrs, 2 adds in a row
+42 more in the Excel export
Trimmed (34)
- ISHARES TR - RUSSELL 2000 ETF-4%
now $18.2M
now $16.3M · held 7+ qtrs
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-4%
now $11.1M
now $5.4M · held 2 qtrs
- ISHARES INC - MSCI BRAZIL ETF-4%
now $7.0M
- ISHARES TR - LATN AMER 40 ETF-2%
now $7.9M
+28 more in the Excel export
Holdings by quarter
Every 13F Kiker Wealth Management, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kiker Wealth Management?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kiker Wealth Management's top 20 holdings: 54/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-3.4%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
30%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kiker Wealth Management, LLC disclosed 161 positions worth $256.3M in its Form 13F-HR for Q2 2026, followed by $OUNZ and $IVZ. During the quarter the fund opened 56 new positions and exited 28 and a full exit from $DLX. The portfolio is most concentrated in Other (47.3% of disclosed assets). All figures are sourced directly from Kiker Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2042502.
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