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Portfolio (Quarterly) Guide ↗

Kiker Wealth Management, LLC

· CIK 0002042502
13F Portfolio $209M AUM 132 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New 10 Added 1 Reduced 1 Exited
Page 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAGS PAGSEGURO DIGITAL LTD Technology 20,651.0 $207K 0.10% NEW $10.02 -12.6%
102 NVGS NAVIGATOR HLDGS LTD Energy 10,000.0 $193K 0.09% NEW $19.33 +15.8%
103 BIL SPDR SERIES TRUST 1,938.0 $178K 0.09% NEW $91.64 -0.1%
104 SB SAFE BULKERS INC Industrials 20,000.0 $127K 0.06% NEW $6.33 +13.1%
105 GOOG ALPHABET INC Communication Services 435.0 $125K 0.06% NEW $286.86 +20.6%
106 SMH VANECK ETF TRUST 250.0 $96K 0.05% NEW $383.40 +62.0%
107 GOOGL ALPHABET INC Communication Services 265.0 $76K 0.04% NEW $287.59 +20.4%
108 HAFN HAFNIA LTD Industrials 10,000.0 $76K 0.04% NEW $7.60 +0.3%
109 DC DAKOTA GOLD CORP Basic Materials 12,575.0 $64K 0.03% NEW $5.05 -11.9%
110 DAPP VANECK ETF TRUST 3,082.0 $46K 0.02% -8K -72.4% $14.92 +43.3%
111 IJH ISHARES TR 474.0 $32K 0.01% NEW $67.53 +11.5%
112 IEI ISHARES TR 232.0 $28K 0.01% NEW $118.60 -1.3%
113 IJR ISHARES TR 183.0 $23K 0.01% NEW $124.31 +14.8%
114 ITA ISHARES TR 92.0 $20K 0.01% NEW $218.75 +7.7%
115 XES SPDR SERIES TRUST 173.0 $20K 0.01% NEW $116.33 -2.4%
116 IXC ISHARES TR 250.0 $14K 0.01% NEW $57.51 -12.0%
117 SOXX ISHARES TR 40.0 $13K 0.01% NEW $328.65 +83.6%
118 EIS ISHARES INC 72.0 $8K 0.00% NEW $116.04 +3.0%
119 IEF ISHARES TR 86.0 $8K 0.00% NEW $95.44 -1.4%
120 XOP SPDR SERIES TRUST 40.0 $7K 0.00% NEW $181.82 -14.7%
Page 6 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.9%
Energy 13.0%
Basic Materials 8.0%
Technology 4.8%
Utilities 3.7%
Consumer Cyclical 3.5%
Industrials 3.4%
Communication Services 3.1%
Healthcare 2.8%
Consumer Defensive 2.2%