CIK: 0002042502
Total reported value
$209.4M
Reporting period: 2026-03-31 · Number of holdings: 132
Kiker Wealth Management, LLC disclosed 132 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $209.4M and a quarterly turnover rate of 194.6%.
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Kiker Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.040 — mathematically equivalent to about 25 equally-sized positions, well below its 132 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.09), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 9.0 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 19% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim IGSB
+2133.9% $10.3M
Trim TLT
+2419.6% $7.4M
Trim EMLC
+3619.7% $8.7M
Trim SHY
+2615.6% $4.9M
Trim IWM
+4659.8% $15.3M
Trim PDBC
+3829.9% $15.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 9.41% | -1.75% | +5294.24% | |
| 2 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 7.74% | -2.72% | +3829.92% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.45% | -3.34% | +4659.83% | |
| 4 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 5.49% | -1.62% | +4902.84% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.17% | -11.00% | +2133.92% | |
| 6 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 4.89% | -2.37% | +4319.76% | |
| 7 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 4.27% | -3.94% | +3619.67% | |
| 8 | ILF | Ishares Latin America 40 ETF | ETF-Other | 4.05% | -2.12% | +3807.72% | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 3.88% | +3.88% | NEW | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.86% | +3.86% | NEW | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.68% | -6.52% | +2419.64% | |
| 12 | SLV | Ishares Silver Trust | ETF-Commodities | 3.48% | +3.48% | NEW | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.45% | -3.83% | +2615.57% | |
| 14 | FRO | Frontline plc | Stock-Other | 1.49% | +1.49% | NEW | |
| 15 | CEF | Sprott Physical Gold And Sil | Stock-Other | 1.38% | +1.38% | NEW | |
| 16 | DLX | Deluxe CORP | Stock-Other | 1.30% | +1.30% | NEW | |
| 17 | EQNR | Equinor Asa-spon Adr | Stock-Energy | 1.13% | +1.13% | NEW | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.04% | +1.04% | NEW | |
| 19 | GRDN | Guardian Phrmcy Services-a | Stock-Other | 1.03% | +1.03% | NEW | |
| 20 | WT | Wisdomtree INC | Stock-Other | 1.02% | +1.02% | NEW | |
| 21 | EME | Emcor Group INC | Stock-Industrials | 1.01% | +1.01% | NEW | |
| 22 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.94% | +0.94% | NEW | |
| 23 | ENVA | Enova International INC | Stock-Financials | 0.90% | +0.90% | NEW | |
| 24 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 0.84% | +0.84% | NEW | |
| 25 | CNO | Cno Financial Group INC | Stock-Financials | 0.83% | +0.83% | NEW | |
| 26 | ORI | Old Republic Intl CORP | Stock-Financials | 0.76% | +0.76% | NEW | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.71% | +0.71% | NEW | |
| 28 | BMI | Badger Meter INC | Stock-Tech | 0.68% | +0.68% | NEW | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.65% | +0.65% | NEW | |
| 30 | IFV | First Trust Dw Focus 5 Intl | ETF-Other | 0.58% | +0.57% | NEW | |
| 31 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.56% | +0.56% | NEW | |
| 32 | AAPL | Apple INC | Stock-Tech | 0.48% | +0.48% | NEW | |
| 33 | LRN | Stride INC | Stock-Consumer Staples | 0.42% | +0.42% | NEW | |
| 34 | ALB | Albemarle CORP | Stock-Materials | 0.41% | +0.41% | NEW | |
| 35 | EOG | Eog Resources INC | Stock-Energy | 0.41% | +0.41% | NEW | |
| 36 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.41% | +0.41% | NEW | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.40% | +0.40% | NEW | |
| 38 | EIX | Edison International | Stock-Utilities | 0.39% | +0.39% | NEW | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.38% | +0.38% | NEW | |
| 40 | FE | Firstenergy CORP | Stock-Utilities | 0.37% | +0.37% | NEW | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | +0.37% | NEW | |
| 42 | AG | First Majestic Silver CORP | Stock-Materials | 0.36% | +0.36% | NEW | |
| 43 | APD | Air Products & Chemicals INC | Stock-Materials | 0.35% | +0.35% | NEW | |
| 44 | DRI | Darden Restaurants INC | Stock-Consumer Disc | 0.35% | +0.35% | NEW | |
| 45 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.35% | +0.35% | NEW | |
| 46 | WTRG | Essential Utilities INC | Stock-Utilities | 0.35% | +0.34% | NEW | |
| 47 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.32% | +0.32% | NEW | |
| 48 | CNA | Cna Financial CORP | Stock-Other | 0.31% | +0.31% | NEW | |
| 49 | SVM | Silvercorp Metals INC | Stock-Other | 0.31% | +0.31% | NEW | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.31% | +0.31% | NEW |
Performance for Q3 2026
-4.2%
Performance Last 4 Quarters
+21.8%
Based on 82% of reported portfolio value with available pricing
Kiker Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Ishares Msci Brazil ETF (EWZ); New buy: First Trust Nasdaq Cybersecu (CIBR); New buy: Ishares Silver Trust (SLV); New buy: Frontline plc (FRO); New buy: Sprott Physical Gold And Sil (CEF).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-06 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-30 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-27 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-28 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
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