Kiker Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Jasper, GA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
221
Total value ($000)
$197,992
Net value change ($000)
+20,573 (11.6%)
New positions
51
Sold out positions
460
Turnover %
14.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OUNZ 4,129 35.5%
DAPP 3,014 33.4%
ILF 2,939 73.8%
EWZ 2,921 79.6%
FRO 1,977 1205.5%
SIVR 1,786 42.7%
NLR 1,688 19.5%
ENVA 1,644 NEW
SNV 1,573 NEW
NVS 1,507 NEW
Top Reduces (Value $000, Stocks/ETFs)
EAT -1,607 -100.0%
KMPR -1,547 -100.0%
AHC -785 -100.0%
DVA -720 -100.0%
IPG -699 -100.0%
NI -662 -100.0%
MDT -631 -100.0%
WMT -515 -100.0%
EMN -515 -100.0%
TAP -507 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 32 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type