Kiker Wealth Management

JASPER, GAfiles as Kiker Wealth Management, LLC

$256m in 161 US stocks at the end of 30 June 2026. The top 10 are 47.0% of the money. It changed about 24.0% of the portfolio this quarter.

Value
$256m
Stocks
161
Top 10 share
47.0%
Turnover
24.0%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 161.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 44.5% since 30 June 2025.

Where the money is

Financial services7.0%
Industrials5.7%
Energy5.5%
Materials3.3%
Technology3.2%
Retail & consumer2.5%
Everyday goods2.3%
Utilities2.2%
Real estate0.3%
Health care0.2%
Media & telecom0.2%
Other67.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.