Kingsman Wealth Management
Latest statistics and disclosures from Kingsman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, META, AMZN, GE, PLTR, and represent 47.28% of Kingsman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RTX, AVGO, C, MSFT, ITB, GD, AAPL, GOOGL, PLTR, GS.
- Started 14 new stock positions in FBND, RY, TSLA, IBIT, ANET, BA, DHI, IVV, ITB, VXF. RTX, LRCX, C, GD.
- Reduced shares in these 10 stocks: V, HWM, NFLX, , CRWD, COST, , BSX, META, LLY.
- Sold out of its positions in T, AMD, CME, DIS, EQT, PG, UNM, SMH.
- Kingsman Wealth Management was a net buyer of stock by $6.9M.
- Kingsman Wealth Management has $180M in assets under management (AUM), dropping by 11.94%.
- Central Index Key (CIK): 0002066184
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Portfolio Holdings for Kingsman Wealth Management
Kingsman Wealth Management holds 69 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.9 | $30M | 163k | 186.58 |
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| Meta Platforms Cl A (META) | 9.4 | $17M | -3% | 23k | 734.37 |
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| Amazon (AMZN) | 8.3 | $15M | +3% | 68k | 219.57 |
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| Ge Aerospace Com New (GE) | 6.7 | $12M | 40k | 300.82 |
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| Palantir Technologies Cl A (PLTR) | 6.0 | $11M | +9% | 59k | 182.42 |
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| Microsoft Corporation (MSFT) | 4.5 | $8.1M | +20% | 16k | 517.95 |
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| Apple (AAPL) | 4.4 | $7.9M | +15% | 31k | 254.63 |
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| Costco Wholesale Corporation (COST) | 3.7 | $6.7M | -14% | 7.3k | 925.61 |
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| Wal-Mart Stores (WMT) | 3.6 | $6.4M | +6% | 62k | 103.06 |
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| Ishares Tr U.s. Tech Etf (IYW) | 3.4 | $6.0M | +12% | 31k | 195.86 |
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| Howmet Aerospace (HWM) | 3.1 | $5.5M | -30% | 28k | 196.23 |
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| Goldman Sachs (GS) | 2.5 | $4.4M | +24% | 5.6k | 796.36 |
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| Broadcom (AVGO) | 2.2 | $3.9M | +251% | 12k | 329.91 |
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| Raytheon Technologies Corp (RTX) | 1.6 | $3.0M | NEW | 18k | 167.33 |
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| Boston Scientific Corporation (BSX) | 1.3 | $2.4M | -27% | 24k | 97.63 |
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| Uber Technologies (UBER) | 1.3 | $2.3M | -4% | 23k | 97.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.2M | 4.4k | 502.74 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $2.1M | -21% | 3.7k | 568.86 |
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| Citigroup Com New (C) | 1.0 | $1.8M | NEW | 18k | 101.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.7M | +159% | 6.9k | 243.09 |
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| Oracle Corporation (ORCL) | 0.8 | $1.5M | +103% | 5.4k | 281.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.4M | +8% | 5.8k | 243.54 |
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| Home Depot (HD) | 0.8 | $1.4M | +128% | 3.4k | 405.22 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.2M | -3% | 3.9k | 315.44 |
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| Intuitive Surgical Com New (ISRG) | 0.7 | $1.2M | -4% | 2.6k | 447.23 |
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| Netflix (NFLX) | 0.6 | $1.2M | -63% | 962.00 | 1198.92 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.6 | $1.1M | NEW | 11k | 107.25 |
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| General Dynamics Corporation (GD) | 0.6 | $1.1M | NEW | 3.2k | 340.97 |
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| Vertiv Holdings Com Cl A (VRT) | 0.6 | $1.0M | +47% | 6.9k | 150.86 |
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| L3harris Technologies (LHX) | 0.6 | $1.0M | +237% | 3.4k | 305.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.0M | 3.1k | 328.16 |
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| Southern Company (SO) | 0.5 | $957k | 10k | 94.77 |
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| Advisorshares Tr Advisorshs Etf (CWS) | 0.5 | $885k | -3% | 13k | 68.63 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $850k | NEW | 13k | 65.00 |
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| D.R. Horton (DHI) | 0.5 | $840k | NEW | 5.0k | 169.47 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.4 | $808k | -7% | 19k | 42.72 |
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| Visa Com Cl A (V) | 0.4 | $800k | -76% | 2.3k | 341.32 |
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| Ge Vernova (GEV) | 0.4 | $779k | +91% | 1.3k | 615.04 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $653k | 7.5k | 87.31 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $581k | +5% | 2.1k | 279.29 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $552k | 829.00 | 666.22 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $546k | 5.7k | 95.14 |
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| Morgan Stanley Com New (MS) | 0.3 | $519k | 3.3k | 158.97 |
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| International Business Machines (IBM) | 0.3 | $506k | 1.8k | 282.16 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $482k | NEW | 3.6k | 133.90 |
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| Rbc Cad (RY) | 0.3 | $482k | NEW | 3.3k | 147.32 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $433k | 16k | 27.30 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $422k | -55% | 25k | 17.16 |
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| Eli Lilly & Co. (LLY) | 0.2 | $410k | -62% | 537.00 | 763.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $401k | -15% | 2.2k | 186.51 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $399k | -14% | 3.4k | 118.83 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $365k | 3.2k | 115.01 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $348k | 580.00 | 600.50 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $329k | 817.00 | 402.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $318k | -10% | 1.5k | 215.84 |
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| Boeing Company (BA) | 0.2 | $308k | NEW | 1.4k | 215.83 |
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| American Express Company (AXP) | 0.2 | $306k | 921.00 | 332.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $275k | -83% | 560.00 | 490.38 |
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| Tesla Motors (TSLA) | 0.2 | $271k | NEW | 609.00 | 444.72 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $266k | 533.00 | 498.74 |
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| Palo Alto Networks (PANW) | 0.1 | $256k | -2% | 1.3k | 203.62 |
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| Metropcs Communications (TMUS) | 0.1 | $245k | -25% | 1.0k | 239.33 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $235k | 1.7k | 137.70 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $234k | NEW | 5.1k | 46.24 |
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| Arista Networks Com Shs (ANET) | 0.1 | $231k | NEW | 1.6k | 145.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $213k | NEW | 318.00 | 668.75 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $213k | NEW | 1.0k | 209.33 |
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| salesforce (CRM) | 0.1 | $212k | -22% | 894.00 | 236.97 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $206k | -5% | 667.00 | 308.03 |
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Past Filings by Kingsman Wealth Management
SEC 13F filings are viewable for Kingsman Wealth Management going back to 2025
- Kingsman Wealth Management 2025 Q3 filed Oct. 20, 2025
- Kingsman Wealth Management 2025 Q2 filed July 16, 2025
- Kingsman Wealth Management 2025 Q1 filed May 5, 2025