Kiker Wealth Management, LLC - Portfolio overview

Kiker Wealth Management, LLC has 261 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

  1. OUNZ - VANECK MERK GOLD ETF, 8.02%
  2. PDBC - INVESCO ACTVELY MNGD ETC FD, 6.59%
  3. IWM - ISHARES TR, 6.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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