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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
NVDA icon
1
NVIDIA
NVDA
$5.01T
$30.3M 16.87%
162,483
+1,421
+0.9% +$248K
META icon
2
Meta Platforms (Facebook)
META
$1.51T
$16.9M 9.43%
23,076
-930
-4% -$692K
AMZN icon
3
Amazon
AMZN
$2.5T
$15M 8.35%
68,291
+2,155
+3% +$488K
GE icon
4
GE Aerospace
GE
$367B
$12M 6.67%
39,847
+587
+1% +$160K
PLTR icon
5
Palantir
PLTR
$295B
$10.7M 5.96%
58,674
+4,981
+9% +$807K
MSFT icon
6
Microsoft
MSFT
$2.84T
$8.13M 4.53%
15,703
+2,647
+20% +$1.35M
AAPL icon
7
Apple
AAPL
$4.89T
$7.89M 4.39%
30,984
+4,082
+15% +$922K
COST icon
8
Costco
COST
$415B
$6.73M 3.75%
7,274
-1,187
-14% -$1.14M
WMT icon
9
Walmart Inc
WMT
$871B
$6.43M 3.58%
62,421
+4,046
+7% +$403K
IYW icon
10
iShares US Technology ETF
IYW
$23.7B
$6.02M 3.35%
30,737
+3,388
+12% +$620K
HWM icon
11
Howmet Aerospace
HWM
$116B
$5.5M 3.06%
28,011
-12,133
-30% -$2.21M
GS icon
12
Goldman Sachs
GS
$313B
$4.42M 2.46%
5,551
+1,092
+24% +$809K
AVGO icon
13
Broadcom
AVGO
$1.82T
$3.91M 2.18%
11,847
+8,477
+252% +$2.6M
RTX icon
14
RTX Corp
RTX
$287B
$2.96M 1.65%
+17,670
New +$2.74M
BSX icon
15
Boston Scientific
BSX
$65.8B
$2.37M 1.32%
24,291
-9,142
-27% -$947K
UBER icon
16
Uber
UBER
$134B
$2.25M 1.25%
22,992
-1,200
-5% -$112K
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.21M 1.23%
4,391
+10
+0.2% +$4.84K
MA icon
18
Mastercard
MA
$477B
$2.11M 1.18%
3,717
-1,013
-21% -$582K
C icon
19
Citigroup
C
$222B
$1.82M 1.01%
+17,883
New +$1.7M
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$3.91T
$1.67M 0.93%
6,853
+4,215
+160% +$883K
ORCL icon
21
Oracle
ORCL
$331B
$1.52M 0.85%
5,418
+2,759
+104% +$703K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.9T
$1.42M 0.79%
5,820
+477
+9% +$100K
HD icon
23
Home Depot
HD
$332B
$1.37M 0.76%
3,376
+1,899
+129% +$747K
JPM icon
24
JPMorgan Chase
JPM
$939B
$1.22M 0.68%
3,873
-154
-4% -$45.8K
ISRG icon
25
Intuitive Surgical
ISRG
$121B
$1.17M 0.65%
2,620
-118
-4% -$56.6K
1
2 3 4

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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.