Kiker Wealth Management, LLC
RIA/Wealth
Kiker Wealth Management, LLC is a RIA/Wealth led by Lawrence Howard Levy, managing $198.0M across 219 long positions as of Q3 2025 with 52% ETF concentration, 50% concentrated in top 10 holdings, and minimal technology exposure.
Managing PartnerLawrence Howard Levy
- Portfolio Value
- $198.0M
- Positions
- 219
- Top Holding
- OUNZ at 7.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kiker Wealth Management, LLC's portfolio (50.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $15.8M | 7.97% | +$2.2M Bought | — 424.0K shares | |
ETF ETF | $13.2M | 6.68% | -$322.5K Sold | — 54.6K shares | |
ETF ETF | $12.6M | 6.39% | +$668.5K Bought | — 941.5K shares | |
ETF ETF | $12.0M | 6.08% | +$178.6K Bought | — 553.5K shares | |
ETF ETF | $10.4M | 5.24% | -$220.7K Sold | — 76.4K shares | |
ETF ETF | $8.6M | 4.32% | +$550.3K Bought | — 161.3K shares | |
ETF ETF | $7.5M | 3.76% | -$220.4K Sold | — 98.0K shares | |
ETF ETF | $6.9M | 3.50% | +$2.5M Bought | — 239.7K shares | |
ETF ETF | $6.6M | 3.33% | +$2.6M Bought | — 212.6K shares | |
ETF ETF | $6.3M | 3.18% | +$480.1K Bought | — 70.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kiker Wealth Management, LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Kiker Wealth Management, LLC
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