Kingsman Wealth Management
Latest statistics and disclosures from Kingsman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, AAPL, GE, IYW, and represent 38.73% of Kingsman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CRWD (+$5.9M), V, JNJ, AAPL, VOO, SPCX, MU, LLY, TWLO, KO.
- Started 16 new stock positions in TGT, VLO, OMF, JIVE, XOM, VONG, IVV, FCX, VUG, IWB. AVDV, TRGP, VOO, TWLO, ETN, MPC.
- Reduced shares in these 10 stocks: META (-$5.7M), , GLW, WMT, RY, DELL, HWM, NVDA, NUE, .
- Sold out of its positions in CWS, AXP, CDNS, GLW, Exxon Mobil Corporation, ISRG, NFLX, PWR, RY, VXF.
- Kingsman Wealth Management was a net buyer of stock by $9.4M.
- Kingsman Wealth Management has $224M in assets under management (AUM), dropping by 4.89%.
- Central Index Key (CIK): 0002066184
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Portfolio Holdings for Kingsman Wealth Management
Kingsman Wealth Management holds 82 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.4 | $34M | -2% | 151k | 228.38 |
|
| Amazon (AMZN) | 7.2 | $16M | 65k | 249.15 |
|
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| Apple (AAPL) | 6.8 | $15M | +12% | 45k | 333.02 |
|
| Ge Aerospace Com New (GE) | 5.2 | $12M | -2% | 37k | 312.29 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 4.2 | $9.4M | +7% | 36k | 264.90 |
|
| Palantir Technologies Cl A (PLTR) | 3.8 | $8.4M | 45k | 187.05 |
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| Howmet Aerospace (HWM) | 3.5 | $7.8M | -10% | 35k | 226.18 |
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| Goldman Sachs (GS) | 3.2 | $7.2M | +3% | 8.0k | 900.36 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.1 | $6.8M | +8% | 7.4k | 922.33 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $6.8M | +624% | 26k | 264.75 |
|
| Broadcom (AVGO) | 3.0 | $6.7M | +2% | 19k | 351.20 |
|
| Wal-Mart Stores (WMT) | 2.6 | $5.8M | -16% | 55k | 103.92 |
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| Meta Platforms Cl A (META) | 2.4 | $5.3M | -52% | 7.3k | 725.16 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.4 | $5.3M | +11% | 12k | 456.19 |
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| Lam Research Corp Com New (LRCX) | 2.3 | $5.2M | +11% | 16k | 328.50 |
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| Ge Vernova (GEV) | 2.0 | $4.4M | 4.6k | 950.50 |
|
|
| Micron Technology (MU) | 1.9 | $4.3M | +28% | 4.1k | 1065.20 |
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| Eli Lilly & Co. (LLY) | 1.9 | $4.2M | +28% | 3.6k | 1157.02 |
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| Johnson & Johnson (JNJ) | 1.7 | $3.8M | +93% | 14k | 264.73 |
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| Costco Wholesale Corporation (COST) | 1.4 | $3.2M | +3% | 3.5k | 910.25 |
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| Visa Com Cl A (V) | 1.4 | $3.1M | +351% | 8.6k | 359.32 |
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| Citigroup Com New (C) | 1.2 | $2.8M | +10% | 21k | 129.48 |
|
| Advanced Micro Devices (AMD) | 1.2 | $2.7M | +15% | 4.5k | 611.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.7M | 8.0k | 340.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.7M | +6% | 7.8k | 344.10 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.4M | +14% | 4.7k | 512.93 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.0 | $2.3M | +22% | 44k | 52.62 |
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| Vertiv Holdings Com Cl A (VRT) | 0.9 | $2.1M | +7% | 8.7k | 241.31 |
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| Coca-Cola Company (KO) | 0.9 | $2.0M | +60% | 24k | 86.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.4M | -13% | 2.8k | 497.95 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.6 | $1.4M | +311% | 9.1k | 150.86 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.4M | 4.1k | 330.79 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $1.3M | +31% | 6.9k | 185.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.2M | NEW | 1.7k | 700.80 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.5 | $1.2M | 3.1k | 374.19 |
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| Nucor Corporation (NUE) | 0.5 | $1.0M | -39% | 4.5k | 233.77 |
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| Southern Company (SO) | 0.4 | $990k | +18% | 12k | 82.89 |
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| Twilio Cl A (TWLO) | 0.4 | $896k | NEW | 3.1k | 292.46 |
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| Ross Stores (ROST) | 0.4 | $809k | +31% | 3.5k | 233.43 |
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| Boeing Company (BA) | 0.4 | $803k | -9% | 4.3k | 186.05 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $751k | 7.7k | 96.87 |
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| Cisco Systems (CSCO) | 0.3 | $740k | -25% | 6.9k | 107.63 |
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| Palo Alto Networks (PANW) | 0.3 | $730k | +51% | 1.8k | 397.31 |
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| Morgan Stanley Com New (MS) | 0.3 | $668k | +13% | 3.6k | 188.06 |
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| Onemain Holdings (OMF) | 0.3 | $630k | NEW | 11k | 55.39 |
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| Eaton Corp SHS (ETN) | 0.3 | $595k | NEW | 1.4k | 429.71 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $577k | 756.00 | 762.71 |
|
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| Nextera Energy (NEE) | 0.3 | $561k | +5% | 7.4k | 75.74 |
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| Targa Res Corp (TRGP) | 0.2 | $535k | NEW | 2.0k | 270.24 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $529k | +11% | 2.4k | 216.12 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $518k | 5.3k | 97.45 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $516k | 16k | 32.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $475k | +10% | 642.00 | 739.67 |
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| Dell Technologies CL C (DELL) | 0.2 | $454k | -69% | 844.00 | 537.74 |
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| Home Depot (HD) | 0.2 | $435k | -10% | 1.5k | 284.40 |
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| General Dynamics Corporation (GD) | 0.2 | $434k | -21% | 1.3k | 331.83 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $429k | NEW | 2.6k | 162.78 |
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| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.2 | $398k | NEW | 4.2k | 95.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $394k | 2.9k | 136.04 |
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| Merck & Co (MRK) | 0.2 | $387k | +60% | 2.7k | 145.33 |
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| Oracle Corporation (ORCL) | 0.2 | $387k | +5% | 2.8k | 137.30 |
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| Valero Energy Corporation (VLO) | 0.2 | $361k | NEW | 930.00 | 387.69 |
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| Target Corporation (TGT) | 0.2 | $342k | NEW | 2.2k | 156.69 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $334k | 17k | 19.77 |
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| International Business Machines (IBM) | 0.1 | $330k | +18% | 1.5k | 219.93 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $315k | +11% | 618.00 | 509.26 |
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| Tesla Motors (TSLA) | 0.1 | $312k | +31% | 878.00 | 354.81 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $307k | NEW | 3.4k | 90.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $306k | NEW | 400.00 | 765.36 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $283k | +10% | 4.0k | 70.61 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $282k | NEW | 713.00 | 395.42 |
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| Vanguard World Mrngstr Val Etf (MGV) | 0.1 | $282k | 1.7k | 161.10 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $278k | 6.4k | 43.30 |
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| L3harris Technologies (LHX) | 0.1 | $249k | 1.1k | 236.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $240k | 1.0k | 233.26 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $231k | -4% | 2.6k | 89.75 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $230k | NEW | 1.8k | 128.95 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.1 | $222k | 631.00 | 352.11 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 0.1 | $222k | 2.4k | 92.65 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $213k | NEW | 1.9k | 109.40 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $208k | NEW | 3.0k | 70.01 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $203k | NEW | 487.00 | 416.15 |
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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 2026 Q3 filed Oct. 13, 2026
- 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