Kiker Wealth Management, LLC
Kiker Wealth Management, LLC is an SEC-registered investment adviser headquartered in Jasper, Georgia. Founded in 2014, the firm provides wealth management and investment advisory services to individuals, families, and potentially institutions, primarily in the United States. The company manages a diverse portfolio for its clients with a focus on long-term growth and tailored solutions. As of 2025, Kiker Wealth Management employs approximately 9 professionals.
Investment Strategy
Kiker Wealth Management employs a diversified and client-centric investment approach, managing a broad portfolio of equities, funds, and ETFs across various sectors with over 600 holdings reported in 2025. The firm emphasizes long-term growth and strategic asset allocation, seeking to align investment choices with client risk profiles, financial goals, and market opportunities. The investment process is rooted in fundamental analysis and periodic portfolio rebalancing.
Top Holdings
Equity Positions (618)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWM | ISHARES TR | 6.81% | $12.1M | 55,967 | $219.88 | $215.79 | +$2.0M |
O OUNZ | VANECK MERK GOLD ETF | 6.56% | $11.6M | 364,970 | $25.38 | $31.89 | +$217.9K |
P PDBC | INVESCO ACTVELY MNGD ETC FD | 6.55% | $11.6M | 891,691 | $13.04 | $13.04 | +$11.6M |
D DAPP | VANECK ETF TRUST | 5.09% | $9.0M | 545,245 | $15.49 | $16.55 | +$6.6M |
N NLR | VANECK ETF TRUST | 4.89% | $8.7M | 78,024 | $80.90 | $111.18 | +$2.8M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | — | Call | $43.9K | 2 | $219.39 | $190.26 | 0 | +$5.8K |
M MSTR | MICROSTRATEGY INC | — | Call | $40.4K | 1 | $404.23 | $288.27 | 0 | +$11.6K |