Kiker Wealth Management, LLC
โขCIK: 2042502โขFiling: Q4 2025
**Kiker Wealth Management, LLC** manages $3M across a concentrated portfolio of 12 positions. The strategy exhibits notable allocations to fixed income and specialized sectors, highlighted by the $0.5M holding in IGSB and $0.3M each in OUNZ, IWM, and PDBC. Further diversification is evident with significant exposure to rate-sensitive assets, including $0.3M in TLT and $0.2M each across SHY, NLR, and ILF. This structure suggests a tactical approach focused on navigating varied market cycles.
Total AUM
$3.0M
QoQ Performance
-98.5%
Positions
5
Top 10 Concentration
93.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IGSB
OUNZ
IWM
PDBC
TLT
EMLC
SIVR
NLR
IGSB16.2%
OUNZ11.2%
IWM10.8%
PDBC10.5%
TLT10.2%
EMLC8.2%
SIVR7.3%
NLR7.1%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
Sector Breakdown
Other100.0%
๐ช Exited Positionssold since Q3 2025
+203 more exited positions
Changes from Q3 2025
โ12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024