Kiker Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Jasper, GA
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$3,014,633
Net value change ($000)
+2,816,641 (1422.6%)
New positions
0
Sold out positions
207
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IGSB 478,892 5597.1%
OUNZ 320,676 2033.7%
IWM 312,205 2361.8%
PDBC 302,772 2394.6%
TLT 301,291 4784.7%
EMLC 243,416 6139.1%
SIVR 212,776 3562.9%
NLR 204,006 1968.6%
SHY 185,321 4533.3%
ILF 178,943 2584.4%
Top Reduces (Value $000, Stocks/ETFs)
CIBR -7,452 -100.0%
EWZ -6,591 -100.0%
SLV -4,457 -100.0%
CEF -3,092 -100.0%
JBL -2,185 -100.0%
FRO -2,141 -100.0%
VIPS -2,088 -100.0%
DLX -2,016 -100.0%
GM -1,920 -100.0%
EME -1,778 -100.0%
Instrument mix + QoQ Δ (ex-options)
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