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KIKER WEALTH MANAGEMENT, LLC 13F portfolio summary

KIKER WEALTH MANAGEMENT, LLC of KIKER WEALTH MANAGEMENT, LLC has 161 current stock holdings with a reported portfolio value of $256.3M. The portfolio 1 year return is +13.56%. Top holdings include IWM (7.11%), OUNZ (6.36%), PDBC (5.73%), IGSB (5.13%), CIBR (4.34%).

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KIKER WEALTH MANAGEMENT, LLC

KIKER WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

KIKER WEALTH MANAGEMENT, LLC runs KIKER WEALTH MANAGEMENT, LLC and currently holds 161 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $256.28M. Their top holdings are IWM, OUNZ, PDBC, IGSB, CIBR. The top five represent 28.7% of reported portfolio weight. KIKER WEALTH MANAGEMENT, LLC ranks #925 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KIKER WEALTH MANAGEMENT, LLC initiated 33 new positions. They added to 39 existing positions. They trimmed 24 positions. Their current best-performing preview position is SOXX with returns of +94.96%.

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Top 5 Holdings
IWM7.1%
OUNZ6.4%
PDBC5.7%
IGSB5.1%
CIBR4.3%
Top 5: 28.7%
Portfolio Returns
1 Year
+13.56%
#901/1000
3 Year
+24.80%
#895/1000
5 Year
+24.80%
#889/1000

Portfolio Value

$256.28M

Alpha Score

19.9

#925 of 1000

Holdings

161

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161 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IWM
ISHARES TR
7.11%$247.41$299.93+21.23%
Trimmed
-3.63%
OUNZ
VANECK MERK GOLD ETF
6.36%$44.72$44.35-0.83%
Trimmed
-3.39%
PDBC
INVESCO ACTVELY MNGD ETC FD
5.73%$17.21$18.65+8.37%
Trimmed
-1.08%
IGSB
ISHARES TR
5.13%$52.51$52.11-0.76%
Added
+21.72%
CIBR
FIRST TR EXCHANGE-TRADED FD
4.34%$62.68$94.85+51.32%
Trimmed
-4.08%
NLR
VANECK ETF TRUST
4.08%$131.46$119.52-9.08%
Added
+4.45%
EMLC
VANECK ETF TRUST
3.97%$25.11$25.85+2.95%
Added
+11.76%
TLT
ISHARES TR
3.82%$86.68$82.05-5.34%
Added
+27.52%
XLE
SELECT SECTOR SPDR TR
3.32%$53.11$63.62+19.79%
New Buy
SIVR
ABRDN SILVER ETF TRUST
3.17%$70.64$65.92-6.68%
Added
+0.94%

Showing 1-10 of 161