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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
+25.5%
1 Year Est. Return
+46.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$23.7M
Cap. Flow
-$3.76M
Cap. Flow %
-2.34%
Top 10 Hldgs %
67.7%
Holding
72
New
8
Increased
27
Reduced
24
Closed
9

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$2.54M
2
PLTR icon
Palantir
PLTR
+$2.28M
3
V icon
Visa
V
+$1.51M
4
CRWD icon
CrowdStrike
CRWD
+$1.04M
5
UBER icon
Uber
UBER
+$891K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.13M
2
GS icon
Goldman Sachs
GS
+$2.83M
3
RTX icon
RTX Corp
RTX
+$2.57M
4
FTNT icon
Fortinet
FTNT
+$1.49M
5
TMUS icon
T-Mobile US
TMUS
+$1.03M

Sector Composition

Rank Sector Weight
1 Technology 32.49%
2 Communication Services 15%
3 Industrials 11.85%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$25.4M 15.85%
161,062
+256
+0.2% +$32.2K
META icon
2
Meta Platforms (Facebook)
META
$1.51T
$17.7M 11.04%
24,006
+424
+2% +$262K
AMZN icon
3
Amazon
AMZN
$2.5T
$14.5M 9.04%
66,136
+2,020
+3% +$400K
GE icon
4
GE Aerospace
GE
$367B
$10.1M 6.3%
39,260
-168
-0.4% -$36.9K
COST icon
5
Costco
COST
$415B
$8.38M 5.22%
8,461
+365
+5% +$363K
HWM icon
6
Howmet Aerospace
HWM
$116B
$7.47M 4.66%
40,144
+4,938
+14% +$760K
PLTR icon
7
Palantir
PLTR
$295B
$7.32M 4.56%
53,693
+19,404
+57% +$2.28M
MSFT icon
8
Microsoft
MSFT
$2.84T
$6.49M 4.05%
13,056
+234
+2% +$102K
WMT icon
9
Walmart Inc
WMT
$871B
$5.71M 3.56%
58,375
+1,792
+3% +$171K
AAPL icon
10
Apple
AAPL
$4.89T
$5.52M 3.44%
26,902
-15,513
-37% -$3.13M
IYW icon
11
iShares US Technology ETF
IYW
$23.7B
$4.74M 2.95%
27,349
-422
-2% -$64K
BSX icon
12
Boston Scientific
BSX
$65.8B
$3.59M 2.24%
33,433
+6,622
+25% +$670K
V icon
13
Visa
V
$677B
$3.5M 2.18%
9,851
+4,330
+78% +$1.51M
NFLX icon
14
Netflix
NFLX
$292B
$3.49M 2.18%
26,090
+22,460
+619% +$2.54M
GS icon
15
Goldman Sachs
GS
$313B
$3.16M 1.97%
4,459
-4,889
-52% -$2.83M
MA icon
16
Mastercard
MA
$477B
$2.66M 1.66%
4,730
+57
+1% +$31.5K
UBER icon
17
Uber
UBER
$134B
$2.26M 1.41%
24,192
+10,825
+81% +$891K
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.13M 1.33%
4,381
-1,717
-28% -$872K
CRWD icon
19
CrowdStrike
CRWD
$187B
$1.73M 1.08%
13,620
+9,600
+239% +$1.04M
EQT icon
20
EQT Corp
EQT
$33.2B
$1.5M 0.93%
25,648
+1,618
+7% +$87.3K
ISRG icon
21
Intuitive Surgical
ISRG
$121B
$1.49M 0.93%
2,738
+517
+23% +$270K
JPM icon
22
JPMorgan Chase
JPM
$939B
$1.17M 0.73%
4,027
-1,165
-22% -$297K
LLY icon
23
Eli Lilly
LLY
$1.07T
$1.1M 0.69%
1,416
-645
-31% -$501K
ET icon
24
Energy Transfer Partners
ET
$70.1B
$997K 0.62%
54,985
-50,372
-48% -$879K
GOOG icon
25
Alphabet (Google) Class C
GOOG
$3.9T
$948K 0.59%
5,343
+125
+2% +$20.7K
1
2 3

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Kingsman Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kingsman Wealth Management held 72 positions worth $161M, up 17% from $137M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Kingsman Wealth Management's Q2 2025 filing shows 8 new, 27 increased, 24 reduced and 9 closed positions. Its largest new stake was AT&T: 31,089 shares worth $900K. The largest sale was Apple, an estimated $3.13M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 29% a quarter earlier, followed by Communication Services and Industrials.

  • Kingsman Wealth Management's largest Q2 2025 buy was AT&T: 31,089 shares worth $900K.
  • Kingsman Wealth Management added most to Netflix in Q2 2025, an estimated $2.54M increase.
  • Kingsman Wealth Management's biggest Q2 2025 reduction was Apple, cutting an estimated $3.13M.
  • Kingsman Wealth Management fully exited RTX Corp in Q2 2025, selling an estimated $2.57M.
  • Kingsman Wealth Management's ten largest holdings make up 68% of its $161M portfolio in Q2 2025.
  • Kingsman Wealth Management opened 8 new positions and closed 9 in Q2 2025.
  • Kingsman Wealth Management's portfolio value rose 17% quarter-over-quarter to $161M.

Based on Kingsman Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.