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Kingsman Wealth Management

Kingsman Wealth Management Portfolio holdings

AUM $224M Turnover 26.37%
1-Year Est. Return 38.27%
This Fund
S&P 500
This Quarter Est. Return
+4.67%
1 Year Est. Return
+38.27%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$224M
AUM Growth
+$10.4M
Cap. Flow
+$6.03M
Cap. Flow %
2.69%
Top 10 Hldgs %
55.28%
Holding
91
New
15
Increased
48
Reduced
18
Closed
9
Avg Time Held
0.9 years
Top 10 Avg Time Held
0.8 years
Top 20 Avg Time Held
1 year

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$2.44M
2
CRWD icon
CrowdStrike
CRWD
+$2.44M
3
JNJ icon
Johnson & Johnson
JNJ
+$1.8M
4
AAPL icon
Apple
AAPL
+$1.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.21M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.94M
2
PWR icon
Quanta Services
PWR
+$2.96M
3
GLW icon
Corning
GLW
+$1.71M
4
WMT icon
Walmart Inc
WMT
+$1.19M
5
HWM icon
Howmet Aerospace
HWM
+$1.11M

Sector Composition

Rank Sector Weight
1 Technology 45.45%
2 Industrials 13.81%
3 Miscellaneous 9.52%
4 Consumer Discretionary 7.92%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.09T
$34.4M 15.37%
150,739
-3,871
-3% -$830K
2025 Q1
6 quarters
AMZN icon
2
Amazon
AMZN
$2.68T
$16.2M 7.22%
64,956
+277
+0.4% +$70.4K
2025 Q1
6 quarters
AAPL icon
3
Apple
AAPL
$5.07T
$15.1M 6.76%
45,449
+5,175
+13% +$1.66M
2025 Q1
6 quarters
GE icon
4
GE Aerospace
GE
$296B
$11.6M 5.18%
37,131
-1,123
-3% -$389K
2025 Q1
6 quarters
IYW icon
5
iShares US Technology ETF
IYW
$24.3B
$9.45M 4.22%
35,660
+2,342
+7% +$585K
2025 Q1
6 quarters
PLTR icon
6
Palantir
PLTR
$473B
$8.42M 3.76%
44,999
-120
-0.3% -$19.1K
2025 Q1
6 quarters
HWM icon
7
Howmet Aerospace
HWM
$74.1B
$7.81M 3.49%
34,545
-4,224
-11% -$1.11M
2025 Q1
6 quarters
GS icon
8
Goldman Sachs
GS
$255B
$7.21M 3.22%
8,003
+237
+3% +$242K
2025 Q1
6 quarters
STX icon
9
Seagate
STX
$143B
$6.84M 3.05%
7,414
+602
+9% +$514K
2026 Q1
2 quarters
CRWD icon
10
CrowdStrike
CRWD
$264B
$6.79M 3.03%
25,650
+11,482
+81% +$2.44M
2025 Q1
6 quarters
AVGO icon
11
Broadcom
AVGO
$1.54T
$6.67M 2.98%
18,984
+397
+2% +$149K
2025 Q1
6 quarters
WMT icon
12
Walmart Inc
WMT
$951B
$5.76M 2.57%
55,402
-10,796
-16% -$1.19M
2025 Q1
6 quarters
META icon
13
Meta Platforms (Facebook)
META
$1.64T
$5.29M 2.36%
7,298
-7,913
-52% -$4.94M
2025 Q1
6 quarters
TSM icon
14
TSMC
TSM
$2.17T
$5.27M 2.35%
11,552
+1,183
+11% +$501K
2025 Q1
6 quarters
LRCX icon
15
Lam Research
LRCX
$288B
$5.23M 2.33%
15,921
+1,685
+12% +$526K
2026 Q1
2 quarters
GEV icon
16
GE Vernova
GEV
$217B
$4.38M 1.96%
4,610
+80
+2% +$79.3K
2025 Q2
5 quarters
MU icon
17
Micron Technology
MU
$993B
$4.35M 1.94%
4,081
+903
+28% +$858K
2026 Q1
2 quarters
LLY icon
18
Eli Lilly
LLY
$1.14T
$4.21M 1.88%
3,635
+802
+28% +$946K
2025 Q1
6 quarters
JNJ icon
19
Johnson & Johnson
JNJ
$635B
$3.75M 1.68%
14,184
+6,837
+93% +$1.8M
2025 Q4
3 quarters
COST icon
20
Costco
COST
$445B
$3.17M 1.42%
3,484
+123
+4% +$115K
2025 Q1
6 quarters
V icon
21
Visa
V
$766B
$3.08M 1.38%
8,582
+6,682
+352% +$2.44M
2025 Q1
6 quarters
C icon
22
Citigroup
C
$202B
$2.77M 1.24%
21,426
+2,002
+10% +$270K
2025 Q3
4 quarters
AMD icon
23
Advanced Micro Devices
AMD
$844B
$2.75M 1.23%
4,491
+598
+15% +$308K
2025 Q4
3 quarters
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.88T
$2.73M 1.22%
8,010
+31
+0.4% +$10.7K
2025 Q1
6 quarters
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$3.92T
$2.69M 1.2%
7,831
+457
+6% +$159K
2025 Q1
6 quarters
1
2 3 4

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Kingsman Wealth Management's Q3 2026 Portfolio in Review

As of Q3 2026, Kingsman Wealth Management held 91 positions worth $224M, up 4.9% from $214M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Kingsman Wealth Management's Q3 2026 filing shows 15 new, 48 increased, 18 reduced and 9 closed positions. Its largest new stake was Vanguard S&P 500 ETF: 1,739 shares worth $1.22M. The largest sale was Meta Platforms (Facebook), an estimated $4.94M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 41% a quarter earlier, followed by Industrials and Miscellaneous.

  • Kingsman Wealth Management's largest Q3 2026 buy was Vanguard S&P 500 ETF: 1,739 shares worth $1.22M.
  • Kingsman Wealth Management added most to Visa in Q3 2026, an estimated $2.44M increase.
  • Kingsman Wealth Management's biggest Q3 2026 reduction was Meta Platforms (Facebook), cutting an estimated $4.94M.
  • Kingsman Wealth Management fully exited Quanta Services in Q3 2026, selling an estimated $2.96M.
  • Kingsman Wealth Management's ten largest holdings make up 55% of its $224M portfolio in Q3 2026.
  • Kingsman Wealth Management opened 15 new positions and closed 9 in Q3 2026.
  • Kingsman Wealth Management's portfolio value rose 4.9% quarter-over-quarter to $224M.

Based on Kingsman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.