Kiker Wealth Management, LLC

Registered adviser

CIK

2042502

Location

JASPER, GA

Portfolio Value

Small $256,279,688

Diversification

Diversified

Filing Date

Global Rank

#5,713 / 8,825 ▲ 216

Top Industry

Oil & Gas Integrated 10.7%

Period ended 4 months ago

Filed Jul 30, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 154405

Roster of Nov 1, 2026

Regulatory AUM

$395,103,704

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$395,103,704	Individuals and high net worth (96%)
Mar 2025 to Feb 2026	$268,580,103	Individuals and high net worth (96%)
Apr 2024 to Feb 2025	$161,542,388	Individuals and high net worth (93%)
May 2023 to Mar 2024	$131,216,156	Individuals and high net worth (94%)
Mar 2023 to Apr 2023	$131,216,156	Individuals and high net worth (94%)
Apr 2022 to Feb 2023	$164,150,783	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 63.6% of the book (60%+)

Turnover

Low turnover

21.4% over the last four quarters (under 30%)

Horizon

Short horizon

Value-weighted holding period 4.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 88.8%; sector active share 58.1% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

161 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.6%

+1.4 pts

Top 5

49.6%

−6.0 pts

Top 10

63.6%

−6.1 pts

HHI

836

Diversified−45

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	65.4%	$167,602,479	59
Financial Services	9.3%	$23,911,193	14
Energy	7.6%	$19,450,124	23
Technology	3.7%	$9,565,100	15
Industrials	3.6%	$9,271,272	11
Basic Materials	3.5%	$9,018,772	18
Consumer Cyclical	2.1%	$5,307,668	6
Utilities	1.8%	$4,586,354	5
Healthcare	1.3%	$3,347,332	2
Consumer Defensive	1.2%	$3,040,739	4
Real Estate	0.3%	$647,591	1
Communication Services	0.2%	$531,064	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PBR	Petrobras - Petroleo Brasileiro SA	+99,068	128,379	$2,074,604
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+44,723	250,646	$13,136,356
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	+41,896	398,278	$10,179,985
EQNR	Equinor ASA	+35,434	91,561	$2,875,015
TLT	iShares 20+ Year Treasury Bond ETF	+24,466	113,384	$9,798,645
SHY	iShares 1-3 Year Treasury Bond ETF	+15,581	77,686	$6,378,797
IAG	Iamgold Corp	+13,459	42,757	$677,270
SVM	Silvercorp Metals Inc	+12,781	73,800	$745,380
GRDN	Guardian Pharmacy Services, Inc.	+8,577	65,604	$2,746,839
PSLV	Sprott Physical Silver Trust	+7,359	42,240	$797,068
CVX	Chevron Corp	+7,314	14,458	$2,396,558
AG	First Majestic Silver Corp	+6,587	41,308	$700,583
CEF	Sprott Physical Gold & Silver Trust	+6,224	66,733	$2,684,668
GIS	General Mills Inc	+5,812	22,280	$775,344
FET	Forum Energy Technologies, Inc.	+4,896	10,279	$516,314
PHYS	Sprott Physical Gold Trust	+3,936	22,697	$684,768
NLR	VanEck Uranium and Nuclear ETF	+3,842	90,191	$10,460,352
ACN	Accenture plc	+3,788	6,010	$747,884
EIX	Edison International	+3,224	14,466	$1,076,993
ENVA	Enova International, Inc.	+2,468	16,400	$3,947,972
SIVR	abrdn Silver ETF Trust	+1,340	144,275	$8,111,140
BF-B	Brown Forman Corp	+833	25,216	$672,006
EPD	Enterprise Products Partners L.P.	+800	12,866	$472,954
WTRG	Essential Utilities, Inc.	+740	18,685	$715,822
CNA	Cna Financial Corp	+713	15,060	$732,066
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OUNZ	VanEck Merk Gold ETF	−14,849	422,678	$16,311,144
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−10,131	925,387	$14,695,145
WT	WisdomTree, Inc.	−8,090	138,005	$2,337,804
EWZ	iShares MSCI Brazil ETF	−7,427	204,148	$7,043,106
SLV	iShares Silver Trust	−6,861	100,226	$5,359,084
ILF	iShares Latin America 40 ETF	−5,811	232,716	$7,854,165
VIPS	Vipshop Holdings Ltd	−5,801	106,668	$1,414,417
—		−5,262	123,750	$11,118,937
FRO	Frontline plc	−3,903	85,457	$2,973,049
CNO	CNO Financial Group, Inc.	−3,232	39,132	$1,994,949
IWM	iShares Russell 2000 ETF	−2,281	60,644	$18,220,489
JXN	Jackson Financial Inc.	−1,036	17,613	$1,803,395
IFV	First Trust Dorsey Wright International Focus 5 ETF	−829	46,829	$1,261,245
KIM	Kimco Realty Corp	−719	25,546	$647,591
NEM	NEWMONT Corp	−658	2,655	$247,977
ALB	Albemarle Corp	−534	4,223	$570,231
BMI	Badger Meter Inc	−478	8,809	$1,307,079
EQX	Equinox Gold Corp.	−272	17,414	$169,264
FV	First Trust Dorsey Wright Focus 5 ETF	−217	19,019	$1,443,161
SO	Southern Co	−196	13,929	$1,333,144
APH	Amphenol Corp	−192	1,570	$276,822
IMTM	iShares MSCI Intl Momentum Factor ETF	−163	13,280	$708,222
ITT	Itt Inc.	−130	1,077	$212,987
GPC	Genuine Parts Co	−113	4,717	$556,511
OMC	Omnicom Group Inc.	−101	3,289	$239,537
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	159,977	$8,496,378
SCHP	Schwab U.S. TIPS ETF	251,901	$6,675,376
STIP	iShares 0-5 Year TIPS Bond ETF	65,003	$6,640,706
BFH	Bread Financial Holdings, Inc.	25,021	$2,711,025
TDC	Teradata Corp	73,226	$2,537,280
FSS	Federal Signal Corp	19,622	$2,521,230
BAC	Bank Of America Corp	42,016	$2,394,071
GOLD	Gold.com, Inc.	55,407	$2,305,485
DY	Dycom Industries Inc	4,339	$2,193,755
BURL	Burlington Stores, Inc.	6,300	$1,995,840
BP	Bp PLC	49,493	$1,828,766
CF	CF Industries Holdings, Inc.	16,307	$1,765,395
BAP	Credicorp Ltd	2,128	$829,026
NVDA	Nvidia Corp	3,860	$772,347
PG	PROCTER & GAMBLE Co	5,264	$771,912
ES	Eversource Energy	10,544	$762,014
PEG	Public Service Enterprise Group Inc	8,605	$698,381
LAR	Lithium Argentina AG	75,942	$628,040
CGAU	Centerra Gold Inc.	35,136	$557,256
PARR	Par Pacific Holdings, Inc.	9,785	$548,742
NE	Noble Corp plc	14,573	$543,572
BVN	Buenaventura Mining Co Inc	17,906	$524,466
SSRM	Ssr Mining Inc.	17,985	$508,615
PTEN	Patterson Uti Energy Inc	53,989	$495,619
APA	APA Corp	15,175	$494,249
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DLX	Deluxe Corp	98,937	$2,724,724
SCHW	Schwab Charles Corp	23,283	$2,188,136
ORI	Old Republic International Corp	39,676	$1,583,072
LRN	Stride, Inc.	10,022	$883,639
FE	Firstenergy Corp	15,495	$784,976
APD	Air Products & Chemicals, Inc.	2,529	$734,649
TGB	Trekor Metals Ltd	93,100	$600,495
HL	Hecla Mining Co	30,887	$575,424
SOC	Sable Offshore Corp.	33,926	$560,457
B	Barrick Mining Corp	13,499	$550,624
ERO	Ero Copper Corp.	19,788	$527,745
BTE	Baytex Energy Corp.	103,869	$464,294
NFGC	New Found Gold Corp.	225,894	$438,234
YPF	Ypf Sociedad Anonima	9,390	$434,005
EFXT	Enerflex Ltd.	20,077	$420,010
NGL	NGL Energy Partners LP	32,451	$400,120
BORR	Borr Drilling Ltd	68,745	$396,658
TGS	Gas Transporter Of The South Inc	11,411	$394,934
KEYS	Keysight Technologies, Inc.	1,196	$337,714
NBR	Nabors Industries Ltd	3,694	$317,905
NESR	National Energy Services Reunited Corp.	13,057	$280,333
SPXS	Direxion Daily S&P 500 Bear 3X Shares	6,000	$242,940
JCI	Johnson Controls International plc	1,814	$237,543
PAGS	PagSeguro Digital Ltd.	20,651	$206,923
—		1,938	$177,598
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

161 tracked positions · $256,279,688 total · filing declares 161 positions · $256,279,585 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 161 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IWM	iShares Russell 2000 ETF	Reduced	60,644	-2,281	$18,220,489	+16.8%	7	before history	7.11%
OUNZ	VanEck Merk Gold ETF	Reduced	422,678	-14,849	$16,311,144	−17.2%	7	before history	6.36%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Reduced	925,387	-10,131	$14,695,145	−9.3%	6	$15.05	5.73%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	250,646	+44,723	$13,136,356	+21.4%	7	before history	5.13%
		Reduced	123,750	-5,262	$11,118,937	+37.5%	2	$67.06	4.34%
NLR	VanEck Uranium and Nuclear ETF	Added	90,191	+3,842	$10,460,352	−9.0%	7	before history	4.08%
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	Added	398,278	+41,896	$10,179,985	+13.8%	7	before history	3.97%
TLT	iShares 20+ Year Treasury Bond ETF	Added	113,384	+24,466	$9,798,645	+27.1%	7	before history	3.82%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	NEW	159,977	NEW	$8,496,378	NEW	1	$57.18	3.32%
SIVR	abrdn Silver ETF Trust	Added	144,275	+1,340	$8,111,140	−20.8%	7	before history	3.16%
ILF	iShares Latin America 40 ETF	Reduced	232,716	-5,811	$7,854,165	−7.3%	7	before history	3.06%
EWZ	iShares MSCI Brazil ETF	Reduced	204,148	-7,427	$7,043,106	−13.3%	2	$36.56	2.75%
SCHP	Schwab U.S. TIPS ETF	NEW	251,901	NEW	$6,675,376	NEW	1	$26.68	2.60%
STIP	iShares 0-5 Year TIPS Bond ETF	NEW	65,003	NEW	$6,640,706	NEW	1	unpriced	2.59%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	77,686	+15,581	$6,378,797	+24.4%	7	before history	2.49%
SLV	iShares Silver Trust	Reduced	100,226	-6,861	$5,359,084	−26.6%	2	$75.98	2.09%
ENVA	Enova International, Inc. Financial Services	Added	16,400	+2,468	$3,947,972	+108.6%	2	$152.40	1.54%
FRO	Frontline plc Energy	Reduced	85,457	-3,903	$2,973,049	−4.6%	2	$30.54	1.16%
EQNR	Equinor ASA Energy	Added	91,561	+35,434	$2,875,015	+21.4%	2	$32.94	1.12%
GRDN	Guardian Pharmacy Services, Inc. Healthcare	Added	65,604	+8,577	$2,746,839	+27.9%	2	$33.46	1.07%
BFH	Bread Financial Holdings, Inc. Financial Services	NEW	25,021	NEW	$2,711,025	NEW	1	$89.81	1.06%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	66,733	+6,224	$2,684,668	−7.0%	2	$50.75	1.05%
EME	EMCOR Group, Inc. Industrials	Added	3,114	+253	$2,584,246	+22.3%	2	$737.44	1.01%
TDC	Teradata Corp Technology	NEW	73,226	NEW	$2,537,280	NEW	1	$30.42	0.99%
FSS	Federal Signal Corp Industrials	NEW	19,622	NEW	$2,521,230	NEW	1	$114.68	0.98%
CVX	Chevron Corp Energy	Added	14,458	+7,314	$2,396,558	+62.1%	2	$184.26	0.94%
BAC	Bank Of America Corp Financial Services	NEW	42,016	NEW	$2,394,071	NEW	1	$53.18	0.93%
WT	WisdomTree, Inc. Financial Services	Reduced	138,005	-8,090	$2,337,804	+9.9%	2	$15.46	0.91%
GOLD	Gold.com, Inc. Financial Services	NEW	55,407	NEW	$2,305,485	NEW	1	$43.01	0.90%
DY	Dycom Industries Inc Industrials	NEW	4,339	NEW	$2,193,755	NEW	1	$437.06	0.86%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Added	128,379	+99,068	$2,074,604	+241.1%	2	$18.73	0.81%
BURL	Burlington Stores, Inc. Consumer Cyclical	NEW	6,300	NEW	$1,995,840	NEW	1	$322.49	0.78%
CNO	CNO Financial Group, Inc. Financial Services	Reduced	39,132	-3,232	$1,994,949	+14.7%	2	$41.80	0.78%
BP	Bp PLC Energy	NEW	49,493	NEW	$1,828,766	NEW	1	$43.88	0.71%
JXN	Jackson Financial Inc. Financial Services	Reduced	17,613	-1,036	$1,803,395	−8.5%	2	$111.86	0.70%
CF	CF Industries Holdings, Inc. Basic Materials	NEW	16,307	NEW	$1,765,395	NEW	1	$117.86	0.69%
FV	First Trust Dorsey Wright Focus 5 ETF	Reduced	19,019	-217	$1,443,161	+24.1%	2	$64.53	0.56%
VIPS	Vipshop Holdings Ltd Consumer Cyclical	Reduced	106,668	-5,801	$1,414,417	−20.0%	2	$17.00	0.55%
SO	Southern Co Utilities	Reduced	13,929	-196	$1,333,144	−2.2%	2	$92.50	0.52%
BMI	Badger Meter Inc Technology	Reduced	8,809	-478	$1,307,079	−7.6%	2	$156.97	0.51%
IFV	First Trust Dorsey Wright International Focus 5 ETF	Reduced	46,829	-829	$1,261,245	+4.7%	2	$26.27	0.49%
AAPL	Apple Inc. Technology	Reduced	3,844	-99	$1,112,299	+11.2%	2	$260.25	0.43%
EIX	Edison International Utilities	Added	14,466	+3,224	$1,076,993	+30.9%	2	$68.29	0.42%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	4,038	+295	$831,868	+13.4%	2	$205.25	0.32%
BAP	Credicorp Ltd Financial Services	NEW	2,128	NEW	$829,026	NEW	1	$341.87	0.32%
KO	Coca Cola Co Consumer Defensive	Reduced	10,108	-100	$821,477	+5.8%	2	$75.60	0.32%
PSLV	Sprott Physical Silver Trust Financial Services	Added	42,240	+7,359	$797,068	−6.3%	2	$26.64	0.31%
GIS	General Mills Inc Consumer Defensive	Added	22,280	+5,812	$775,344	+26.5%	2	$41.10	0.30%
NVDA	Nvidia Corp Technology	NEW	3,860	NEW	$772,347	NEW	1	$205.61	0.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	5,264	NEW	$771,912	NEW	1	$145.55	0.30%

Showing the top 50 of 161 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.