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, META, AAPL, and represent 39.87% of Kingsman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JNJ, RTX, ROST, GEV, BA, LRCX, GOOGL, PH, HWM, STX.
- Started 12 new stock positions in NOC, LRCX, ROST, NUE, BKR, PH, SAN, STX, NEM, XOM. MRK, MU.
- Reduced shares in these 10 stocks: MSFT, , VRT, COST, PLTR, META, AMZN, UBER, C, AVGO.
- Sold out of its positions in AEP, ANET, IGV, MA, SHOP, TSLA, MGK, VV.
- Kingsman Wealth Management was a net buyer of stock by $3.3M.
- Kingsman Wealth Management has $178M in assets under management (AUM), dropping by -3.63%.
- Central Index Key (CIK): 0002066184
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Portfolio Holdings for Kingsman Wealth Management
Kingsman Wealth Management holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.2 | $27M | 155k | 174.40 |
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| Amazon (AMZN) | 7.4 | $13M | -7% | 64k | 208.27 |
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| Ge Aerospace Com New (GE) | 6.6 | $12M | 41k | 283.77 |
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| Meta Platforms Cl A (META) | 5.7 | $10M | -10% | 18k | 572.15 |
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| Apple (AAPL) | 5.0 | $9.0M | +4% | 35k | 253.79 |
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| Howmet Aerospace (HWM) | 4.8 | $8.6M | +14% | 37k | 230.46 |
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| Wal-Mart Stores (WMT) | 4.8 | $8.5M | 68k | 124.28 |
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| Raytheon Technologies Corp (RTX) | 4.4 | $7.9M | +41% | 41k | 192.90 |
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| Palantir Technologies Cl A (PLTR) | 4.3 | $7.7M | -13% | 53k | 146.28 |
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| Goldman Sachs (GS) | 3.5 | $6.2M | 7.4k | 845.94 |
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| Ishares Tr U.s. Tech Etf (IYW) | 3.4 | $6.1M | -5% | 34k | 181.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $4.9M | +36% | 17k | 287.57 |
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| Broadcom (AVGO) | 2.7 | $4.7M | -11% | 15k | 309.51 |
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| Costco Wholesale Corporation (COST) | 2.2 | $3.9M | -26% | 4.0k | 996.47 |
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| Johnson & Johnson (JNJ) | 2.0 | $3.5M | +638% | 15k | 244.44 |
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| Ge Vernova (GEV) | 1.6 | $2.9M | +141% | 3.3k | 872.81 |
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| Citigroup Com New (C) | 1.4 | $2.4M | -20% | 21k | 113.41 |
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| Boeing Company (BA) | 1.3 | $2.4M | +182% | 12k | 199.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.3M | +18% | 8.1k | 286.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.2M | 4.6k | 479.20 |
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| Ross Stores (ROST) | 1.2 | $2.1M | NEW | 9.8k | 216.64 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $1.9M | +85% | 5.5k | 337.95 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.0 | $1.8M | +114% | 40k | 46.40 |
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| Eli Lilly & Co. (LLY) | 1.0 | $1.8M | +7% | 1.9k | 919.78 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.5M | -70% | 4.1k | 370.19 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $1.4M | NEW | 6.5k | 213.66 |
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| General Dynamics Corporation (GD) | 0.7 | $1.3M | +30% | 3.7k | 343.22 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.2M | 4.0k | 294.16 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $1.1M | 2.5k | 460.99 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $1.1M | NEW | 1.2k | 895.24 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.6 | $1.0M | NEW | 2.6k | 391.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.0M | 3.1k | 320.80 |
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| Southern Company (SO) | 0.5 | $971k | 10k | 96.52 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $917k | -67% | 3.7k | 250.60 |
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| Rbc Cad (RY) | 0.5 | $804k | +51% | 5.0k | 161.78 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $690k | 7.6k | 90.53 |
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| Visa Com Cl A (V) | 0.4 | $659k | -20% | 2.2k | 302.24 |
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| Advisorshares Tr Advisorshs Etf (CWS) | 0.3 | $592k | -25% | 9.1k | 64.76 |
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| Home Depot (HD) | 0.3 | $580k | +6% | 1.8k | 328.93 |
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| Morgan Stanley Com New (MS) | 0.3 | $562k | -33% | 3.4k | 164.56 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $490k | 5.3k | 92.74 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $486k | 16k | 30.68 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $486k | -12% | 748.00 | 650.28 |
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| Advanced Micro Devices (AMD) | 0.3 | $485k | +2% | 2.4k | 203.43 |
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| Micron Technology (MU) | 0.3 | $478k | NEW | 1.4k | 337.93 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $429k | 2.2k | 196.22 |
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| International Business Machines (IBM) | 0.2 | $424k | -2% | 1.8k | 242.40 |
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| Nucor Corporation (NUE) | 0.2 | $403k | NEW | 2.4k | 169.07 |
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| Netflix (NFLX) | 0.2 | $395k | 4.1k | 96.15 |
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| L3harris Technologies (LHX) | 0.2 | $395k | 1.1k | 345.02 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $394k | NEW | 2.3k | 169.67 |
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| Oracle Corporation (ORCL) | 0.2 | $393k | -37% | 2.7k | 147.11 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $369k | +15% | 19k | 19.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $360k | -4% | 2.9k | 124.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $336k | 582.00 | 577.44 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $332k | 549.00 | 604.26 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $286k | 6.3k | 45.62 |
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| Newmont Mining Corporation (NEM) | 0.2 | $272k | NEW | 2.5k | 108.26 |
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| American Express Company (AXP) | 0.1 | $264k | 874.00 | 302.51 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $251k | 1.7k | 144.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $247k | +12% | 632.00 | 390.41 |
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| Uber Technologies (UBER) | 0.1 | $227k | -78% | 3.2k | 71.93 |
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| Palo Alto Networks (PANW) | 0.1 | $226k | +12% | 1.4k | 160.32 |
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| Boston Scientific Corporation (BSX) | 0.1 | $222k | -67% | 3.5k | 62.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $220k | -8% | 1.0k | 215.10 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $210k | 1.0k | 205.87 |
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| Merck & Co (MRK) | 0.1 | $206k | NEW | 1.7k | 120.32 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $204k | NEW | 3.3k | 61.06 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $202k | NEW | 296.00 | 683.11 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $143k | NEW | 13k | 11.28 |
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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 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