Kiker Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Jasper, GA
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
161
Total value ($000)
$256,280
Net value change ($000)
+46,840 (22.4%)
New positions
57
Sold out positions
28
Turnover %
28.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLE 8,496 NEW
SCHP 6,675 NEW
STIP 6,641 NEW
CIBR 3,033 37.5%
BFH 2,711 NEW
IWM 2,615 16.8%
TDC 2,537 NEW
FSS 2,521 NEW
BAC 2,394 NEW
IGSB 2,313 21.4%
Top Reduces (Value $000, Stocks/ETFs)
OUNZ -3,400 -17.2%
DLX -2,725 -100.0%
SCHW -2,188 -100.0%
SIVR -2,125 -20.8%
SLV -1,938 -26.6%
ORI -1,583 -100.0%
PDBC -1,508 -9.3%
EWZ -1,079 -13.3%
NLR -1,041 -9.1%
LRN -884 -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