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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
VTV icon
51
Vanguard Value ETF
VTV
$189B
$479K 0.22%
2,196
+11
+0.5% +$2.3K
ISRG icon
52
Intuitive Surgical
ISRG
$121B
$467K 0.22%
1,174
-1,309
-53% -$572K
IJR icon
53
iShares Core S&P Small-Cap ETF
IJR
$109B
$431K 0.2%
2,906
+9
+0.3% +$1.24K
QQQ icon
54
Invesco QQQ Trust
QQQ
$455B
$429K 0.2%
582
– –
PANW icon
55
Palo Alto Networks
PANW
$264B
$415K 0.19%
1,216
-193
-14% -$44.2K
ORCL icon
56
Oracle
ORCL
$331B
$390K 0.18%
2,664
-8
-0.3% -$1.45K
SPCX
57
SpaceX
SPCX
$1.52T
$379K 0.18%
+2,220
New +$377K
IBM icon
58
IBM
IBM
$202B
$356K 0.17%
1,267
-484
-28% -$122K
ET icon
59
Energy Transfer Partners
ET
$70.1B
$329K 0.15%
17,222
-1,882
-10% -$36.4K
LHX icon
60
L3Harris
LHX
$55.9B
$303K 0.14%
1,044
-101
-9% -$32.1K
FBND icon
61
Fidelity Total Bond ETF
FBND
$26.9B
$288K 0.14%
6,340
+72
+1% +$3.28K
CWS icon
62
AdvisorShares Focused Equity ETF
CWS
$131M
$287K 0.13%
4,214
-4,925
-54% -$333K
MGV icon
63
Vanguard Mega Cap Value ETF
MGV
$13.2B
$284K 0.13%
1,740
+7
+0.4% +$1.09K
LMT icon
64
Lockheed Martin
LMT
$134B
$281K 0.13%
552
+3
+0.5% +$1.62K
TSLA icon
65
Tesla
TSLA
$1.24T
$281K 0.13%
+667
New +$265K
XOM icon
66
ExxonMobil
XOM
$651B
$272K 0.13%
1,990
-332
-14% -$49.7K
VEA icon
67
Vanguard FTSE Developed Markets ETF
VEA
$226B
$259K 0.12%
+3,630
New +$253K
VXF icon
68
Vanguard Extended Market ETF
VXF
$30.3B
$252K 0.12%
1,024
+3
+0.3% +$687
VIG icon
69
Vanguard Dividend Appreciation ETF
VIG
$111B
$243K 0.11%
1,026
+4
+0.4% +$918
SPYM
70
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$237K 0.11%
+2,693
New +$230K
NFLX icon
71
Netflix
NFLX
$292B
$226K 0.11%
3,170
-940
-23% -$82.8K
AXP icon
72
American Express
AXP
$223B
$220K 0.1%
649
-225
-26% -$72K
VV icon
73
Vanguard Large-Cap ETF
VV
$51.9B
$217K 0.1%
+630
New +$210K
MRK icon
74
Merck
MRK
$324B
$213K 0.1%
1,658
-53
-3% -$6.2K
MGK icon
75
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$211K 0.1%
+2,395
New +$204K
1 2
3
4

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FCM
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CCM
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LWM
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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.