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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
+2.92%
1 Year Est. Return
+46.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$185M
AUM Growth
+$5.25M
Cap. Flow
+$3.16M
Cap. Flow %
1.71%
Top 10 Hldgs %
64.38%
Holding
73
New
4
Increased
37
Reduced
21
Closed
7

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$1.92M
2
RTX icon
RTX Corp
RTX
+$1.92M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.61M
4
GS icon
Goldman Sachs
GS
+$1.58M
5
LLY icon
Eli Lilly
LLY
+$1.19M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.3M
2
COST icon
Costco
COST
+$1.72M
3
BSX icon
Boston Scientific
BSX
+$1.31M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.12M
5
MSFT icon
Microsoft
MSFT
+$863K

Sector Composition

Rank Sector Weight
1 Technology 36.36%
2 Industrials 16.13%
3 Communication Services 10.49%
4 Financials 9.84%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$29.4M 15.92%
157,853
-4,630
-3% -$862K
AMZN icon
2
Amazon
AMZN
$2.5T
$15.8M 8.56%
68,552
+261
+0.4% +$59.7K
META icon
3
Meta Platforms (Facebook)
META
$1.51T
$13M 7.01%
19,629
-3,447
-15% -$2.3M
GE icon
4
GE Aerospace
GE
$367B
$12.6M 6.84%
41,059
+1,212
+3% +$365K
PLTR icon
5
Palantir
PLTR
$295B
$10.8M 5.85%
60,822
+2,148
+4% +$389K
AAPL icon
6
Apple
AAPL
$4.89T
$9.2M 4.98%
33,846
+2,862
+9% +$768K
WMT icon
7
Walmart Inc
WMT
$871B
$7.56M 4.09%
67,898
+5,477
+9% +$588K
IYW icon
8
iShares US Technology ETF
IYW
$23.7B
$7.13M 3.86%
35,704
+4,967
+16% +$993K
MSFT icon
9
Microsoft
MSFT
$2.84T
$6.76M 3.66%
13,981
-1,722
-11% -$863K
HWM icon
10
Howmet Aerospace
HWM
$116B
$6.71M 3.63%
32,746
+4,735
+17% +$942K
GS icon
11
Goldman Sachs
GS
$313B
$6.58M 3.56%
7,484
+1,933
+35% +$1.58M
AVGO icon
12
Broadcom
AVGO
$1.82T
$5.96M 3.22%
17,225
+5,378
+45% +$1.92M
RTX icon
13
RTX Corp
RTX
$287B
$5.27M 2.85%
28,708
+11,038
+62% +$1.92M
COST icon
14
Costco
COST
$415B
$4.64M 2.51%
5,377
-1,897
-26% -$1.72M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$3.91T
$3.91M 2.12%
12,502
+5,649
+82% +$1.61M
C icon
16
Citigroup
C
$222B
$3.12M 1.69%
26,746
+8,863
+50% +$920K
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.29M 1.24%
4,565
+174
+4% +$86.6K
MA icon
18
Mastercard
MA
$477B
$2.14M 1.16%
3,755
+38
+1% +$21.2K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.9T
$2.13M 1.15%
6,791
+971
+17% +$278K
LLY icon
20
Eli Lilly
LLY
$1.07T
$1.91M 1.03%
1,780
+1,243
+231% +$1.19M
VRT icon
21
Vertiv
VRT
$112B
$1.83M 0.99%
11,323
+4,376
+63% +$760K
ISRG icon
22
Intuitive Surgical
ISRG
$121B
$1.42M 0.77%
2,511
-109
-4% -$58K
JPM icon
23
JPMorgan Chase
JPM
$939B
$1.3M 0.7%
4,038
+165
+4% +$51.1K
UBER icon
24
Uber
UBER
$134B
$1.19M 0.65%
14,617
-8,375
-36% -$754K
VTI icon
25
Vanguard Total Stock Market ETF
VTI
$654B
$1.04M 0.56%
3,108
+17
+0.5% +$5.66K
1
2 3

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Kingsman Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kingsman Wealth Management held 73 positions worth $185M, up 2.9% from $180M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Kingsman Wealth Management's Q4 2025 filing shows 4 new, 37 increased, 21 reduced and 7 closed positions. Its largest new stake was Advanced Micro Devices: 2,316 shares worth $496K. The largest sale was Meta Platforms (Facebook), an estimated $2.3M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 37% a quarter earlier, followed by Industrials and Communication Services.

  • Kingsman Wealth Management's largest Q4 2025 buy was Advanced Micro Devices: 2,316 shares worth $496K.
  • Kingsman Wealth Management added most to Broadcom in Q4 2025, an estimated $1.92M increase.
  • Kingsman Wealth Management's biggest Q4 2025 reduction was Meta Platforms (Facebook), cutting an estimated $2.3M.
  • Kingsman Wealth Management fully exited iShares US Home Construction ETF in Q4 2025, selling an estimated $1.12M.
  • Kingsman Wealth Management's ten largest holdings make up 64% of its $185M portfolio in Q4 2025.
  • Kingsman Wealth Management opened 4 new positions and closed 7 in Q4 2025.
  • Kingsman Wealth Management's portfolio value rose 2.9% quarter-over-quarter to $185M.

Based on Kingsman Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.