Kingsman Wealth Management
Latest statistics and disclosures from Kingsman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, GE, AAPL, HWM, and represent 38.73% of Kingsman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: STX, LRCX, PWR, TSM, CRWD, MU, GLW, VRT, GEV, AAPL.
- Started 13 new stock positions in TSLA, KO, VEA, VV, PWR, DELL, MGK, CDNS, GLW, SPYM. NEE, SPCX, CSCO.
- Reduced shares in these 10 stocks: RTX (-$6.7M), GOOGL, JNJ, BA, ROST, META, GE, PH, PLTR, GD.
- Sold out of its positions in BKR, SAN, BSX, NEM, NOC, PH, UBER.
- Kingsman Wealth Management was a net buyer of stock by $9.2M.
- Kingsman Wealth Management has $214M in assets under management (AUM), dropping by 19.87%.
- Central Index Key (CIK): 0002066184
Tip: Access up to 7 years of quarterly data
Positions held by Kingsman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kingsman Wealth Management
Kingsman Wealth Management holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.5 | $31M | 155k | 200.09 |
|
|
| Amazon (AMZN) | 7.2 | $15M | 65k | 238.34 |
|
|
| Ge Aerospace Com New (GE) | 6.7 | $14M | -7% | 38k | 373.73 |
|
| Apple (AAPL) | 5.5 | $12M | +13% | 40k | 289.36 |
|
| Howmet Aerospace (HWM) | 4.9 | $10M | +3% | 39k | 268.86 |
|
| Meta Platforms Cl A (META) | 4.0 | $8.6M | -13% | 15k | 563.30 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.9 | $8.4M | 33k | 252.23 |
|
|
| Goldman Sachs (GS) | 3.7 | $7.9M | +5% | 7.8k | 1011.35 |
|
| Wal-Mart Stores (WMT) | 3.5 | $7.5M | -3% | 66k | 113.26 |
|
| Broadcom (AVGO) | 3.3 | $7.0M | +21% | 19k | 377.75 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.1 | $6.6M | +157% | 6.8k | 964.98 |
|
| Lam Research Corp Com New (LRCX) | 2.9 | $6.2M | +119% | 14k | 433.32 |
|
| Ge Vernova (GEV) | 2.5 | $5.3M | +35% | 4.5k | 1174.87 |
|
| Palantir Technologies Cl A (PLTR) | 2.5 | $5.3M | -14% | 45k | 116.67 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.3 | $5.0M | +87% | 10k | 477.57 |
|
| Micron Technology (MU) | 1.7 | $3.7M | +124% | 3.2k | 1154.23 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $3.4M | +48% | 2.8k | 1199.55 |
|
| Costco Wholesale Corporation (COST) | 1.5 | $3.1M | -14% | 3.4k | 935.60 |
|
| Quanta Services (PWR) | 1.4 | $3.0M | NEW | 4.1k | 720.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.8M | 8.0k | 353.35 |
|
|
| Citigroup Com New (C) | 1.3 | $2.7M | -8% | 19k | 139.96 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.3 | $2.7M | +121% | 8.1k | 334.81 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $2.7M | +460% | 3.5k | 763.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.6M | -56% | 7.4k | 357.36 |
|
| Advanced Micro Devices (AMD) | 1.1 | $2.3M | +63% | 3.9k | 580.91 |
|
| Johnson & Johnson (JNJ) | 0.9 | $1.9M | -49% | 7.3k | 253.97 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.9 | $1.8M | -9% | 36k | 50.95 |
|
| Corning Incorporated (GLW) | 0.8 | $1.7M | NEW | 6.7k | 255.42 |
|
| Nucor Corporation (NUE) | 0.8 | $1.6M | +210% | 7.4k | 222.76 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.6M | -29% | 3.2k | 500.39 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.5M | +2% | 4.1k | 373.02 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | +2% | 4.1k | 327.35 |
|
| Dell Technologies CL C (DELL) | 0.6 | $1.2M | NEW | 2.8k | 431.40 |
|
| Coca-Cola Company (KO) | 0.6 | $1.2M | NEW | 15k | 81.27 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.2M | 3.1k | 370.00 |
|
|
| Rbc Cad (RY) | 0.5 | $1.1M | +7% | 5.3k | 206.97 |
|
| Cisco Systems (CSCO) | 0.5 | $1.1M | NEW | 9.3k | 117.46 |
|
| Boeing Company (BA) | 0.5 | $1.0M | -59% | 4.8k | 216.47 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $990k | -87% | 5.2k | 189.73 |
|
| Southern Company (SO) | 0.5 | $963k | 10k | 95.71 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $748k | 7.7k | 96.57 |
|
|
| Morgan Stanley Com New (MS) | 0.3 | $654k | -8% | 3.1k | 209.04 |
|
| Visa Com Cl A (V) | 0.3 | $652k | -12% | 1.9k | 343.16 |
|
| Nextera Energy (NEE) | 0.3 | $614k | NEW | 7.0k | 87.78 |
|
| Home Depot (HD) | 0.3 | $604k | -2% | 1.7k | 352.62 |
|
| General Dynamics Corporation (GD) | 0.3 | $587k | -55% | 1.7k | 354.14 |
|
| Ross Stores (ROST) | 0.3 | $563k | -72% | 2.6k | 212.84 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $554k | 742.00 | 747.15 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $511k | 5.3k | 96.46 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $503k | 16k | 31.71 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $479k | 2.2k | 217.94 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $467k | -52% | 1.2k | 397.68 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $431k | 2.9k | 148.32 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $429k | 582.00 | 736.73 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $415k | -13% | 1.2k | 341.02 |
|
| Oracle Corporation (ORCL) | 0.2 | $390k | 2.7k | 146.55 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $379k | NEW | 2.2k | 170.86 |
|
| International Business Machines (IBM) | 0.2 | $356k | -27% | 1.3k | 281.21 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $329k | -9% | 17k | 19.12 |
|
| L3harris Technologies (LHX) | 0.1 | $303k | -8% | 1.0k | 290.58 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $288k | 6.3k | 45.49 |
|
|
| Advisorshares Tr Advisorshs Etf (CWS) | 0.1 | $287k | -53% | 4.2k | 68.18 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $285k | 1.7k | 163.48 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $281k | 552.00 | 509.77 |
|
|
| Tesla Motors (TSLA) | 0.1 | $281k | NEW | 667.00 | 420.60 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $272k | -14% | 2.0k | 136.73 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $259k | NEW | 3.6k | 71.25 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $252k | 1.0k | 246.14 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $243k | 1.0k | 236.65 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $237k | NEW | 2.7k | 87.88 |
|
| Netflix (NFLX) | 0.1 | $226k | -22% | 3.2k | 71.40 |
|
| American Express Company (AXP) | 0.1 | $220k | -25% | 649.00 | 338.29 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $217k | NEW | 630.00 | 343.83 |
|
| Merck & Co (MRK) | 0.1 | $213k | -3% | 1.7k | 128.53 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $211k | NEW | 2.4k | 87.91 |
|
| Cadence Design Systems (CDNS) | 0.1 | $206k | NEW | 550.00 | 375.32 |
|
Past Filings by Kingsman Wealth Management
SEC 13F filings are viewable for Kingsman Wealth Management going back to 2025
- Kingsman Wealth Management 2026 Q2 filed July 22, 2026
- Kingsman Wealth Management 2026 Q1 filed April 21, 2026
- Kingsman Wealth Management 2025 Q4 filed Jan. 22, 2026
- 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