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Kiker Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0002042502
Jasper 788 W. Church St
Zip Code: 30143
Latest Portfolio Value
$256.28 M
+22.36%
Total Holdings
161
29
Latest Report Date
Q2 2026
Top 10 Concentration
47.81%

Kiker Wealth Management, LLC — Portfolio Overview & Company Profile

Kiker Wealth Management, LLC (CIK: 0002042502) is a financial institution headquartered at 788 W. Church St, , Jasper, Georgia 30143. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $256.28 M, comprising 161 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 47.8%. Quarterly turnover: 8.7%. ▲ 57 new, +45 added, −34 reduced, ×28 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+22.96%
$252.11 M 98.37%
Options
$0 0.00%
Debt
$0 0.00%
Other
-5.37%
$4.17 M 1.63%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
60,644 $18.22 M 7.11% ▼ 2,281 Reduce -3.6%
422,678 $16.31 M 6.36% ▼ 14,849 Reduce -3.4%
925,387 $14.7 M 5.73% ▼ 10,131 Reduce -1.1%
250,646 $13.14 M 5.13% ▲ 44,723 Add 21.7%
123,750 $11.12 M 4.34% ▼ 5,262 Reduce -4.1%
90,191 $10.46 M 4.08% ▲ 3,842 Add 4.5%
398,278 $10.18 M 3.97% ▲ 41,896 Add 11.8%
113,384 $9.8 M 3.82% ▲ 24,466 Add 27.5%
159,977 $8.5 M 3.32% ▲ 159,977 New Buy
144,275 $8.11 M 3.16% ▲ 1,340 Add 0.9%

Historical Portfolio Charts