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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
+11.21%
1 Year Est. Return
+46.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
+$19.2M
Cap. Flow
+$5.32M
Cap. Flow %
2.96%
Top 10 Hldgs %
66.88%
Holding
77
New
14
Increased
29
Reduced
23
Closed
8

Top Buys

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$2.74M
2
AVGO icon
Broadcom
AVGO
+$2.6M
3
C icon
Citigroup
C
+$1.7M
4
MSFT icon
Microsoft
MSFT
+$1.35M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.1M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$2.6M
2
HWM icon
Howmet Aerospace
HWM
+$2.21M
3
NFLX icon
Netflix
NFLX
+$2.01M
4
EQT icon
EQT Corp
EQT
+$1.5M
5
CRWD icon
CrowdStrike
CRWD
+$1.29M

Sector Composition

Rank Sector Weight
1 Technology 37.44%
2 Industrials 13.9%
3 Communication Services 11.93%
4 Consumer Discretionary 9.73%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
51
iShares Core S&P Small-Cap ETF
IJR
$112B
$399K 0.22%
3,359
-580
-15% -$66.7K
IGV icon
52
iShares Expanded Tech-Software Sector ETF
IGV
$14.4B
$365K 0.2%
3,175
– –
QQQ icon
53
Invesco QQQ Trust
QQQ
$482B
$348K 0.19%
580
– –
MGK icon
54
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.1B
$329K 0.18%
4,085
+5
+0.1% +$384
VIG icon
55
Vanguard Dividend Appreciation ETF
VIG
$114B
$318K 0.18%
1,473
-169
-10% -$35.5K
BA icon
56
Boeing
BA
$183B
$308K 0.17%
+1,427
New +$322K
AXP icon
57
American Express
AXP
$229B
$306K 0.17%
921
-3
-0.3% -$954
CRWD icon
58
CrowdStrike
CRWD
$215B
$275K 0.15%
2,240
-11,380
-84% -$1.29M
TSLA icon
59
Tesla
TSLA
$1.27T
$271K 0.15%
+609
New +$211K
LMT icon
60
Lockheed Martin
LMT
$134B
$266K 0.15%
533
+4
+0.8% +$1.81K
PANW icon
61
Palo Alto Networks
PANW
$295B
$256K 0.14%
1,257
-28
-2% -$5.36K
TMUS icon
62
T-Mobile US
TMUS
$191B
$245K 0.14%
1,024
-345
-25% -$83.5K
MGV icon
63
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.4B
$235K 0.13%
1,705
+9
+0.5% +$1.2K
FBND icon
64
Fidelity Total Bond ETF
FBND
$27.3B
$234K 0.13%
+5,068
New +$233K
ANET icon
65
Arista Networks
ANET
$245B
$231K 0.13%
+1,583
New +$204K
IVV icon
66
iShares Core S&P 500 ETF
IVV
$899B
$213K 0.12%
+318
New +$205K
VXF icon
67
Vanguard Extended Market ETF
VXF
$31.5B
$212K 0.12%
+1,015
New +$205K
CRM icon
68
Salesforce
CRM
$158B
$212K 0.12%
894
-262
-23% -$66.1K
VV icon
69
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$205K 0.11%
667
-38
-5% -$11.3K
AMD icon
70
Advanced Micro Devices
AMD
$790B
– –
-2,235
Closed -$317K
CME icon
71
CME Group
CME
$94.6B
– –
-1,080
Closed -$298K
DIS icon
72
Walt Disney
DIS
$180B
– –
-1,815
Closed -$225K
EQT icon
73
EQT Corp
EQT
$32.4B
– –
-25,648
Closed -$1.5M
PG icon
74
Procter & Gamble
PG
$338B
– –
-1,672
Closed -$266K
SMH icon
75
VanEck Semiconductor ETF
SMH
$73.1B
– –
-808
Closed -$225K
1 2
3
4

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CCM
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IH
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CMBA
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TSS
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RC
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PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
VPWA
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Kingsman Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kingsman Wealth Management held 77 positions worth $180M, up 12% from $161M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Kingsman Wealth Management's Q3 2025 filing shows 14 new, 29 increased, 23 reduced and 8 closed positions. Its largest new stake was RTX Corp: 17,670 shares worth $2.96M. The largest sale was Visa, an estimated $2.6M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Industrials and Communication Services.

  • Kingsman Wealth Management's largest Q3 2025 buy was RTX Corp: 17,670 shares worth $2.96M.
  • Kingsman Wealth Management added most to Broadcom in Q3 2025, an estimated $2.6M increase.
  • Kingsman Wealth Management's biggest Q3 2025 reduction was Visa, cutting an estimated $2.6M.
  • Kingsman Wealth Management fully exited EQT Corp in Q3 2025, selling an estimated $1.5M.
  • Kingsman Wealth Management's ten largest holdings make up 67% of its $180M portfolio in Q3 2025.
  • Kingsman Wealth Management opened 14 new positions and closed 8 in Q3 2025.
  • Kingsman Wealth Management's portfolio value rose 12% quarter-over-quarter to $180M.

Based on Kingsman Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.