KW
Kingsman Wealth Management, Inc. 13F Disclosure (Q2 2026) — Portfolio & Holdings
Kingsman Wealth Management, Inc.CIK: 0002066184
Diversified strategyMomentum followerSector-focused
Total reported value
$213.6M
Reporting period: 2026-06-30 · Number of holdings: 76
Kingsman Wealth Management, Inc. disclosed 76 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $213.6M and a quarterly turnover rate of 43.3%.
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Personality snowflake
- Concentration
- 19.61
- Portfolio Stability
- 43.25
- Momentum
- 100
- Sector conviction
- 80.73
- Diversification
- 100
- Sizing Uniformity
- 83.38
Kingsman Wealth Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.049 — mathematically equivalent to about 20 equally-sized positions, well below its 76 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim RTX
-87.2% -$6.9M
Add STX
+157.8% $5.5M
Add LRCX
+119.2% $4.8M
Trim PLTR
-14.4% -$2.4M
Trim META
-13.7% -$1.5M
Trim GOOGL
-56.8% -$2.3M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.48% | -0.70% | -0.30% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.22% | -0.21% | +1.75% | |
| 3 | GE | General Electric | Stock-Industrials | 6.69% | +0.13% | -7.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.46% | +0.41% | +13.61% | |
| 5 | HWM | Howmet Aerospace Inc | Stock-Industrials | 4.88% | +0.05% | +3.74% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.01% | -1.65% | -13.68% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.93% | +0.50% | -1.03% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.68% | +0.17% | +5.16% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.51% | -1.26% | -3.12% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 3.29% | +0.64% | +21.70% | |
| 11 | STX | Seagate Technology Holdings plc | Stock-Tech | 3.08% | +2.50% | +157.84% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 2.89% | +2.11% | +119.22% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.49% | +0.86% | +35.71% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.46% | -1.87% | -14.41% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.32% | +1.27% | +87.10% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.72% | +1.45% | +124.59% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.60% | +48.32% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.47% | -0.74% | -14.91% | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 1.39% | +1.39% | NEW | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.32% | +0.02% | -1.26% | |
| 21 | C | Citigroup Inc | Stock-Financials | 1.27% | -0.08% | -8.44% | |
| 22 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.27% | +0.76% | +121.71% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.27% | +1.13% | +460.44% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | -1.52% | -56.80% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.06% | +0.79% | +63.23% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -1.11% | -49.16% | |
| 27 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.86% | -0.18% | -9.69% | |
| 28 | GLW | Corning Inc | Stock-Tech | 0.80% | +0.80% | NEW | |
| 29 | NUE | Nucor CORP | Stock-Materials | 0.77% | +0.54% | +210.14% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.48% | -29.88% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.12% | +2.04% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.03% | +2.04% | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.56% | +0.56% | NEW | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | +0.56% | NEW | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | -0.02% | +0.29% | |
| 36 | RY | Royal Bank Of Canada | Stock-Financials | 0.52% | +0.07% | +7.55% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.51% | NEW | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.49% | -0.83% | -59.47% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -3.95% | -87.20% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.09% | +0.02% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.35% | -0.04% | +1.63% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.31% | -0.01% | -8.43% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | -0.06% | -12.84% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.29% | +0.29% | NEW | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.05% | -2.72% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | -0.44% | -55.35% | |
| 47 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.26% | -0.93% | -72.87% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.01% | -0.80% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.03% | +0.32% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.03% | +0.04% |
1–50 of 76
Portfolio Performance
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+16.5%
- Stdev
- +14.8%
- Beta
- +1.14
- Alpha
- -3.6%
- Max Drawdown
- -8.4%
- Annualized Perf
- +23.8%
- Batting Avg vs S&P
- +53.3%
- Sortino
- +3.75
- Stutzer
- +0.47
- Treynor
- +0.2
- Sterling
- +1.29
- Calmar
- +2.82
- Information Ratio
- -0.08
- Tracking Error
- +5.7%
- Stdev Down
- +6%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +29.1%
- Worst 12 Months
- +13.4%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.52
- Stdev Sectors
- +13%
- Skewness
- +0.41
- Kurtosis
- -0.27
- Upside Potential
- +5.46
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Kingsman Wealth Management, Inc.'s most significant position changes for 2026-06-30: New buy: Quanta Services Inc (PWR); New buy: Corning Inc (GLW); New buy: Dell Technologies -c (DELL); New buy: Coca-cola Co/the (KO); Sold out: Parker Hannifin CORP (PH).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +2.5% | +157.84% | Add |
| 2 | LRCX | Lam Research CORP | +2.1% | +119.22% | Add |
| 3 | MU | Micron Technology Inc | +1.5% | +124.59% | Add |
| 4 | PWR | Quanta Services Inc | +1.4% | NEW | New buy |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | +87.10% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +1.1% | +460.44% | Add |
| 7 | GEV | GE Vernova Inc | +0.9% | +35.71% | Add |
| 8 | GLW | Corning Inc | +0.8% | NEW | New buy |
| 9 | AMD | Advanced Micro Devices | +0.8% | +63.23% | Add |
| 10 | VRT | Vertiv Holdings Co-a | +0.8% | +121.71% | Add |
| 11 | AVGO | Broadcom Inc | +0.6% | +21.70% | Add |
| 12 | LLY | Eli Lilly & Co | +0.6% | +48.32% | Add |
| 13 | DELL | Dell Technologies -c | +0.6% | NEW | New buy |
| 14 | KO | Coca-cola Co/the | +0.6% | NEW | New buy |
| 15 | NUE | Nucor CORP | +0.5% | +210.14% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.5% | NEW | New buy |
| 17 | IYW | Ishares Ustechnology ETF | +0.5% | -1.03% | Trim |
| 18 | AAPL | Apple Inc | +0.4% | +13.61% | Add |
| 19 | NEE | Nextera Energy Inc | +0.3% | NEW | New buy |
| 20 | ✓ | +0.2% | NEW | New buy | |
| 21 | GS | Goldman Sachs Group Inc | +0.2% | +5.16% | Add |
| 22 | GE | General Electric | +0.1% | -7.14% | Trim |
| 23 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 26 | VV | Vanguard Large-cap ETF | +0.1% | NEW | New buy |
| 27 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 28 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 29 | RY | Royal Bank Of Canada | +0.1% | +7.55% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -13.70% | Trim |
| 31 | HWM | Howmet Aerospace Inc | +0.1% | +3.74% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -1.26% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 34 | IJR | Ishares Core S&p Small-cap E | — | +0.31% | Add |
| 35 | VXF | Vanguard Extended Market ETF | — | +0.29% | Add |
| 36 | MS | Morgan Stanley | 0% | -8.43% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.80% | Trim |
| 38 | MGV | Vanguard Mega Cap Value ETF | 0% | +0.40% | Add |
| 39 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.39% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.29% | Add |
| 41 | VTV | Vanguard Value ETF | 0% | +0.50% | Add |
| 42 | MRK | Merck & Co. Inc. | 0% | -3.10% | Trim |
| 43 | FBND | Fidelity Total Bond ETF | 0% | +1.15% | Add |
| 44 | JPM | Jpmorgan Chase & Co | 0% | +2.04% | Add |
| 45 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.32% | Add |
| 46 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.04% | Add |
| 47 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.63% | Add |
| 48 | ORCL | Oracle CORP | 0% | -0.30% | Trim |
| 49 | AXP | American Express Co | -0.1% | -25.74% | Trim |
| 50 | HD | Home Depot Inc | -0.1% | -2.72% | Trim |
1–50 of 83
Filing History
FAQ
What is Kingsman Wealth Management, Inc. and what type of investor is it?
Kingsman Wealth Management, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $213.6M, spread across 76 disclosed positions.
What are Kingsman Wealth Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Kingsman Wealth Management, Inc.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $30.9M (14.5%)
2. Amazon.com Inc (AMZN) — $15.4M (7.2%)
3. General Electric (GE) — $14.3M (6.7%)
4. Apple Inc (AAPL) — $11.7M (5.5%)
5. Howmet Aerospace Inc (HWM) — $10.4M (4.9%)
What changes did Kingsman Wealth Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Kingsman Wealth Management, Inc. made 82 notable position adjustments: 13 new positions were initiated, 30 existing holdings were added to, 32 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Quanta Services Inc (PWR); New buy: Corning Inc (GLW); New buy: Dell Technologies -c (DELL); New buy: Coca-cola Co/the (KO); Sold out: Parker Hannifin CORP (PH)
What sectors does Kingsman Wealth Management, Inc. focus on?
Kingsman Wealth Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 45.4%
• Industrials: 20.0%
• Consumer Discretionary: 8.7%
• Financials: 7.5%
• Communication Services: 7.3%
• Consumer Staples: 6.1%
Investment Profile
Kingsman Wealth Management, Inc. returned an annualized 23.8% over the trailing 15 months — underperforming the S&P 500 by 3.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.14 (more volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 45.4% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 43 over the past 4 quarters — a shift toward more active trading.
It has added to its GEV position over the past two quarters (+$4.4M, now $5.3M), while trimming PLTR over the same stretch (-$5.5M, still holding $5.3M).
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Developer Access
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