We are live on ! Find out more
KWM

Kingsman Wealth Management Portfolio holdings

AUM $214M
1-Year Est. Return 46.9%
This Fund
S&P 500
This Quarter Est. Return
+31.05%
1 Year Est. Return
+46.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
+$35.4M
Cap. Flow
+$4M
Cap. Flow %
1.87%
Top 10 Hldgs %
57.15%
Holding
83
New
13
Increased
30
Reduced
32
Closed
7

Top Buys

Rank Stock Value
1
STX icon
Seagate
STX
+$3.18M
2
PWR icon
Quanta Services
PWR
+$2.81M
3
LRCX icon
Lam Research
LRCX
+$2.35M
4
TSM icon
TSMC
TSM
+$1.96M
5
CRWD icon
CrowdStrike
CRWD
+$1.65M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$6.51M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.49M
3
JNJ icon
Johnson & Johnson
JNJ
+$1.66M
4
ROST icon
Ross Stores
ROST
+$1.6M
5
BA icon
Boeing
BA
+$1.56M

Sector Composition

Rank Sector Weight
1 Technology 41.25%
2 Industrials 18.4%
3 Consumer Discretionary 7.89%
4 Financials 7.56%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$30.9M 14.48%
154,610
-459
-0.3% -$94.4K
AMZN icon
2
Amazon
AMZN
$2.5T
$15.4M 7.22%
64,679
+1,113
+2% +$279K
GE icon
3
GE Aerospace
GE
$367B
$14.3M 6.69%
38,254
-2,943
-7% -$921K
AAPL icon
4
Apple
AAPL
$4.89T
$11.7M 5.46%
40,274
+4,825
+14% +$1.38M
HWM icon
5
Howmet Aerospace
HWM
$116B
$10.4M 4.88%
38,769
+1,397
+4% +$359K
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$8.57M 4.01%
15,211
-2,411
-14% -$1.47M
IYW icon
7
iShares US Technology ETF
IYW
$23.7B
$8.4M 3.93%
33,318
-347
-1% -$79.7K
GS icon
8
Goldman Sachs
GS
$313B
$7.85M 3.68%
7,766
+381
+5% +$371K
WMT icon
9
Walmart Inc
WMT
$871B
$7.5M 3.51%
66,198
-2,132
-3% -$265K
AVGO icon
10
Broadcom
AVGO
$1.82T
$7.02M 3.29%
18,587
+3,314
+22% +$1.33M
STX icon
11
Seagate
STX
$193B
$6.57M 3.08%
6,812
+4,170
+158% +$3.18M
LRCX icon
12
Lam Research
LRCX
$382B
$6.17M 2.89%
14,236
+7,742
+119% +$2.35M
GEV icon
13
GE Vernova
GEV
$270B
$5.32M 2.49%
4,530
+1,192
+36% +$1.22M
PLTR icon
14
Palantir
PLTR
$295B
$5.26M 2.46%
45,119
-7,599
-14% -$1.04M
TSM icon
15
TSMC
TSM
$2.09T
$4.95M 2.32%
10,369
+4,827
+87% +$1.96M
MU icon
16
Micron Technology
MU
$1.04T
$3.67M 1.72%
3,178
+1,763
+125% +$1.32M
LLY icon
17
Eli Lilly
LLY
$1.07T
$3.4M 1.59%
2,833
+923
+48% +$943K
COST icon
18
Costco
COST
$415B
$3.14M 1.47%
3,361
-589
-15% -$587K
PWR icon
19
Quanta Services
PWR
$93.9B
$2.96M 1.39%
+4,115
New +$2.81M
GOOG icon
20
Alphabet (Google) Class C
GOOG
$3.9T
$2.82M 1.32%
7,979
-102
-1% -$36.5K
C icon
21
Citigroup
C
$222B
$2.72M 1.27%
19,424
-1,791
-8% -$233K
VRT icon
22
Vertiv
VRT
$112B
$2.72M 1.27%
8,110
+4,452
+122% +$1.41M
CRWD icon
23
CrowdStrike
CRWD
$187B
$2.7M 1.27%
14,168
+11,640
+460% +$1.65M
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$3.91T
$2.64M 1.23%
7,374
-9,697
-57% -$3.49M
AMD icon
25
Advanced Micro Devices
AMD
$852B
$2.26M 1.06%
3,893
+1,508
+63% +$618K
1
2 3 4

Similar funds

RSC
Rising Stella Capital Singapore $214M AUM
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
SIA
Serenity Investment Advisors Chicago, Illinois $214M AUM
FCM
Fire Capital Management San Francisco, California $214M AUM 26.97% 1-Year Est. Return
CCM
Conway Capital Management Burbank, California $214M AUM 22.99% 1-Year Est. Return
LWM
Level Wealth Management Greensboro, North Carolina $213M AUM 13.48% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
IH
IES Holdings Houston, Texas $214M AUM

Kingsman Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kingsman Wealth Management held 83 positions worth $214M, up 20% from $178M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Kingsman Wealth Management's Q2 2026 filing shows 13 new, 30 increased, 32 reduced and 7 closed positions. Its largest new stake was Quanta Services: 4,115 shares worth $2.96M. The largest sale was RTX Corp, an estimated $6.51M.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 32% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Kingsman Wealth Management's largest Q2 2026 buy was Quanta Services: 4,115 shares worth $2.96M.
  • Kingsman Wealth Management added most to Seagate in Q2 2026, an estimated $3.18M increase.
  • Kingsman Wealth Management's biggest Q2 2026 reduction was RTX Corp, cutting an estimated $6.51M.
  • Kingsman Wealth Management fully exited Parker-Hannifin in Q2 2026, selling an estimated $1.09M.
  • Kingsman Wealth Management's ten largest holdings make up 57% of its $214M portfolio in Q2 2026.
  • Kingsman Wealth Management opened 13 new positions and closed 7 in Q2 2026.
  • Kingsman Wealth Management's portfolio value rose 20% quarter-over-quarter to $214M.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.