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CIK: 0002042502
Total reported value
$256.3M
$256.3M
12 檔
0.7%
During the Q4 2025 filing period, Kiker Wealth Management, LLC (CIK: 0002042502) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $256.3M across 12 reported positions.
In Q4 2025, Kiker Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 188 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 16.17% | -0.04% | -94.29% | |
| 2 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 11.16% | -3.05% | -98.09% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.79% | -0.34% | -97.58% | |
| 4 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 10.46% | -2.01% | -97.47% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 10.20% | +0.14% | -94.99% | |
| 6 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 8.21% | -0.30% | -93.84% | |
| 7 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 7.26% | -1.73% | -97.59% | |
| 8 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 7.11% | -1.41% | -97.74% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.28% | +0.04% | -95.36% | |
| 10 | ILF | Ishares Latin America 40 ETF | ETF-Other | 6.17% | -0.99% | -97.45% | |
| 11 | DAPP | Vaneck Digital Transformatio | ETF-Other | 6.12% | — | -97.98% | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.07% | — | -61.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | +11.9% | -94.29% | Trim |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +7% | -94.99% | Trim |
| 3 | EMLC | Vaneck JPM Em Local Curr Bnd | +6.2% | -93.84% | Trim |
| 4 | SIVR | Abrdn Physical Silver Shares | +4.2% | -97.59% | Trim |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +4.2% | -95.36% | Trim |
| 6 | IWM | Ishares Russell 2000 ETF | +4.1% | -97.58% | Trim |
| 7 | PDBC | Invesco Optimum Yield Divers | +4.1% | -97.47% | Trim |
| 8 | OUNZ | Vaneck Merk Gold ETF | +3.2% | -98.09% | Trim |
| 9 | ILF | Ishares Latin America 40 ETF | +2.7% | -97.45% | Trim |
| 10 | NLR | Vaneck Urani & Nuclr Etf-usd | +1.9% | -97.74% | Trim |
| 11 | ANGL | Vaneck Fallen Angel High Yld | +0.1% | -61.90% | Trim |
| 12 | DAPP | Vaneck Digital Transformatio | 0% | -97.98% | Trim |
| 13 | CIBR | First Trust Nasdaq Cybersecu | — | EXIT | Sold out |
| 14 | EWZ | Ishares Msci Brazil ETF | — | EXIT | Sold out |
| 15 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 16 | CEF | Sprott Physical Gold And Sil | — | EXIT | Sold out |
| 17 | JBL | Jabil Inc | — | EXIT | Sold out |
| 18 | FRO | Frontline plc | — | EXIT | Sold out |
| 19 | VIPS | Vipshop Holdings LTD - Adr | — | EXIT | Sold out |
| 20 | DLX | Deluxe CORP | — | EXIT | Sold out |
| 21 | GM | General Motors Co | — | EXIT | Sold out |
| 22 | EME | Emcor Group Inc | — | EXIT | Sold out |
| 23 | CNO | Cno Financial Group Inc | — | EXIT | Sold out |
| 24 | ORI | Old Republic Intl CORP | — | EXIT | Sold out |
| 25 | LTM | Latam Airlines Group Sa-adr | — | EXIT | Sold out |
| 26 | PFS | Provident Financial Services | — | EXIT | Sold out |
| 27 | NOMD | Nomad Foods Limited | — | EXIT | Sold out |
| 28 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 29 | ENVA | Enova International Inc | — | EXIT | Sold out |
| 30 | VOYA | Voya Financial Inc | — | EXIT | Sold out |
| 31 | SYU1 | Synovus Financial CORP | — | EXIT | Sold out |
| 32 | SUPV | Grupo Supervielle Sa-sp Adr | — | EXIT | Sold out |
| 33 | TGNA | Tegna Inc | — | EXIT | Sold out |
| 34 | COR | Cencora Inc | — | EXIT | Sold out |
| 35 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 36 | LRN | Stride Inc | — | EXIT | Sold out |
| 37 | EQNR | Equinor Asa-spon Adr | — | EXIT | Sold out |
| 38 | FV | First Trust Dw Focus 5 Fund | — | EXIT | Sold out |
| 39 | IFV | First Trust Dw Focus 5 Intl | — | EXIT | Sold out |
| 40 | SO | Southern Co/the | — | EXIT | Sold out |
| 41 | AAPL | Apple Inc | — | EXIT | Sold out |
| 42 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 43 | CVX | Chevron CORP | — | EXIT | Sold out |
| 44 | GDX | Vaneck Gold Miners ETF | — | EXIT | Sold out |
| 45 | PHYS | Sprott Physical Gold Trust | — | EXIT | Sold out |
| 46 | ETR | Entergy CORP | — | EXIT | Sold out |
| 47 | GFF | Griffon CORP | — | EXIT | Sold out |
| 48 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 49 | IMTM | Ishares Msci Intl Momentum F | — | EXIT | Sold out |
| 50 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
According to official SEC Form 13F filings, Kiker Wealth Management, LLC reported a total U.S. public equity portfolio value of $256.3M across 12 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IGSB, OUNZ, IWM) accounted for 0.7% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
CIBR
前期市值: $7.5M
During Q4 2025, Kiker Wealth Management, LLC's top holdings by market value included IGSB (16.2%)、OUNZ (11.2%)、IWM (10.8%). The largest single position, IGSB, represented 16.2% of total portfolio value.
In Q4 2025, Kiker Wealth Management, LLC made 200 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 12 holdings, and fully liquidating 188 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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