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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
-2.21%
1 Year Est. Return
+46.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
106.9%
Top 10 Holdings %
Top 10 Hldgs %
64.07%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$20.4M |
| 2 |
Meta Platforms (Facebook)
META
|
+$15.2M |
| 3 |
Amazon
AMZN
|
+$13.9M |
| 4 |
Apple
AAPL
|
+$9.83M |
| 5 |
Costco
COST
|
+$7.89M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.41% |
| 2 | Communication Services | 12.15% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 11.77% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.01T
| $17.4M | 12.74% |
+160,806
| New | +$20.4M |
|
|
2
Meta Platforms (Facebook)
META
$1.51T
| $13.6M | 9.94% |
+23,582
| New | +$15.2M |
|
|
3
Amazon
AMZN
$2.5T
| $12.2M | 8.92% |
+64,116
| New | +$13.9M |
|
|
4
Apple
AAPL
$4.89T
| $9.42M | 6.89% |
+42,415
| New | +$9.83M |
|
5
GE Aerospace
GE
$367B
| $7.89M | 5.77% |
+39,428
| New | +$7.76M |
|
|
6
Costco
COST
$415B
| $7.66M | 5.6% |
+8,096
| New | +$7.89M |
|
7
Goldman Sachs
GS
$313B
| $5.11M | 3.73% |
+9,348
| New | +$5.63M |
|
8
Walmart Inc
WMT
$871B
| $4.97M | 3.63% |
+56,583
| New | +$5.31M |
|
9
Microsoft
MSFT
$2.84T
| $4.81M | 3.52% |
+12,822
| New | +$5.23M |
|
10
Howmet Aerospace
HWM
$116B
| $4.57M | 3.34% |
+35,206
| New | +$4.47M |
|
11
iShares US Technology ETF
IYW
$23.7B
| $3.9M | 2.85% |
+27,771
| New | +$4.33M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.25M | 2.37% |
+6,098
| New | +$2.96M |
|
13
Palantir
PLTR
$295B
| $2.89M | 2.12% |
+34,289
| New | +$3.01M |
|
14
Boston Scientific
BSX
$65.8B
| $2.7M | 1.98% |
+26,811
| New | +$2.7M |
|
15
RTX Corp
RTX
$287B
| $2.57M | 1.88% |
+19,397
| New | +$2.46M |
|
16
Mastercard
MA
$477B
| $2.56M | 1.87% |
+4,673
| New | +$2.54M |
|
17
Energy Transfer Partners
ET
$70.1B
| $1.96M | 1.43% |
+105,357
| New | +$2.05M |
|
18
Visa
V
$677B
| $1.93M | 1.41% |
+5,521
| New | +$1.87M |
|
19
Eli Lilly
LLY
$1.07T
| $1.7M | 1.24% |
+2,061
| New | +$1.71M |
|
20
T-Mobile US
TMUS
$193B
| $1.49M | 1.09% |
+5,577
| New | +$1.37M |
|
21
Fortinet
FTNT
$112B
| $1.49M | 1.09% |
+15,450
| New | +$1.57M |
|
22
EQT Corp
EQT
$33.2B
| $1.28M | 0.94% |
+24,030
| New | +$1.23M |
|
23
JPMorgan Chase
JPM
$939B
| $1.27M | 0.93% |
+5,192
| New | +$1.32M |
|
24
Intuitive Surgical
ISRG
$121B
| $1.1M | 0.8% |
+2,221
| New | +$1.23M |
|
25
Uber
UBER
$134B
| $974K | 0.71% |
+13,367
| New | +$963K |
|
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Kingsman Wealth Management's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Kingsman Wealth Management, which disclosed 64 positions worth $137M. Its ten largest holdings account for 64% of the portfolio.
Its largest position is NVIDIA: 160,806 shares worth $17.4M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Communication Services and Financials.
- Kingsman Wealth Management's largest Q1 2025 buy was NVIDIA: 160,806 shares worth $17.4M.
- Kingsman Wealth Management's ten largest holdings make up 64% of its $137M portfolio in Q1 2025.
- Kingsman Wealth Management disclosed 64 positions in Q1 2025, its first 13F filing on record.
Based on Kingsman Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.