13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002066184
Total reported value
$213.6M
$213.6M
70 檔
33.3%
In Q1 2026, Kingsman Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $213.6M, distributed across 70 disclosed stock positions.
In Q1 2026, Kingsman Wealth Management, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.18% | -0.70% | -1.76% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.43% | -0.21% | -7.27% | |
| 3 | GE | General Electric | Stock-Industrials | 6.56% | +0.13% | +0.34% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.66% | -1.65% | -10.22% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.05% | +0.41% | +4.74% | |
| 6 | HWM | Howmet Aerospace Inc | Stock-Industrials | 4.83% | +0.05% | +14.13% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 4.77% | -1.26% | +0.64% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 4.41% | -3.95% | +41.91% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.33% | -1.87% | -13.32% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.51% | +0.17% | -1.32% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.43% | +0.50% | -5.71% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.75% | -1.52% | +36.55% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.65% | +0.64% | -11.33% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.21% | -0.74% | -26.54% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.98% | -1.11% | +638.05% | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 1.63% | +0.86% | +141.88% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.35% | -0.08% | -20.68% | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 1.32% | -0.83% | +182.22% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.02% | +19.00% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.48% | +0.72% | |
| 21 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.19% | -0.93% | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +1.27% | +85.23% | |
| 23 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.04% | -0.18% | +114.10% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.60% | +7.30% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.12% | -70.93% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.78% | +2.11% | — | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.44% | +30.23% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.03% | -0.62% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | -0.42% | -1.12% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | -0.61% | EXIT | |
| 31 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.58% | +2.50% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.02% | +0.32% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.09% | -0.37% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.51% | +0.76% | -67.69% | |
| 35 | RY | Royal Bank Of Canada | Stock-Financials | 0.45% | +0.07% | +51.99% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.04% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.06% | -20.87% | |
| 38 | CWS | Advisorshares Equity Focused | ETF-Other | 0.33% | -0.20% | -25.04% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.05% | +6.21% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.32% | -0.01% | -33.79% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.27% | -0.03% | +0.42% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | -0.03% | +0.04% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.01% | -12.00% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.27% | +0.79% | +2.98% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.27% | +1.45% | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | -0.02% | +0.55% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | -0.07% | -2.61% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.23% | +0.54% | — | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.11% | -1.91% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.22% | -0.08% | +1.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.8% | +638.05% | Add |
| 2 | RTX | Rtx CORP | +1.6% | +41.91% | Add |
| 3 | HWM | Howmet Aerospace Inc | +1.2% | +14.13% | Add |
| 4 | GEV | GE Vernova Inc | +1.1% | +141.88% | Add |
| 5 | BA | Boeing Co/the | +0.8% | +182.22% | Add |
| 6 | WMT | Walmart Inc | +0.7% | +0.64% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | +36.55% | Add |
| 8 | PVAL | Putnam Focused Lrg Cap Value | +0.6% | +114.10% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +85.23% | Add |
| 10 | GD | General Dynamics CORP | +0.2% | +30.23% | Add |
| 11 | RY | Royal Bank Of Canada | +0.2% | +51.99% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +19.00% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +4.74% | Add |
| 14 | ET | Energy Transfer LP | +0.1% | +15.11% | Add |
| 15 | SO | Southern Co/the | +0.1% | -0.37% | Trim |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +0.55% | Add |
| 17 | LHX | L3harris Technologies Inc | 0% | +1.78% | Add |
| 18 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.04% | Add |
| 19 | VTV | Vanguard Value ETF | 0% | +0.55% | Add |
| 20 | HD | Home Depot Inc | 0% | +6.21% | Add |
| 21 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 22 | MGV | Vanguard Mega Cap Value ETF | 0% | +0.58% | Add |
| 23 | NFLX | Netflix Inc | 0% | -1.91% | Trim |
| 24 | FBND | Fidelity Total Bond ETF | 0% | +1.24% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.72% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | — | +0.32% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 28 | CRWD | Crowdstrike Holdings Inc - A | — | +12.86% | Add |
| 29 | AMD | Advanced Micro Devices | — | +2.98% | Add |
| 30 | PANW | Palo Alto Networks Inc | — | +12.09% | Add |
| 31 | USMV | Ishares Msci USA Min Vol Fac | — | +0.42% | Add |
| 32 | VXF | Vanguard Extended Market ETF | — | +0.29% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | — | -4.04% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | 0% | -8.67% | Trim |
| 35 | AXP | American Express Co | 0% | +0.23% | Add |
| 36 | LLY | Eli Lilly & Co | 0% | +7.30% | Add |
| 37 | JPM | Jpmorgan Chase & Co | 0% | -0.62% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -12.00% | Trim |
| 39 | GS | Goldman Sachs Group Inc | -0.1% | -1.32% | Trim |
| 40 | IBM | Intl Business Machines CORP | -0.1% | -2.61% | Trim |
| 41 | CWS | Advisorshares Equity Focused | -0.1% | -25.04% | Trim |
| 42 | ISRG | Intuitive Surgical Inc | -0.1% | -1.12% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.2% | -20.87% | Trim |
| 44 | MS | Morgan Stanley | -0.2% | -33.79% | Trim |
| 45 | ORCL | Oracle CORP | -0.2% | -37.13% | Trim |
| 46 | GE | General Electric | -0.3% | +0.34% | Add |
| 47 | COST | Costco Wholesale CORP | -0.3% | -26.54% | Trim |
| 48 | C | Citigroup Inc | -0.3% | -20.68% | Trim |
| 49 | IYW | Ishares Ustechnology ETF | -0.4% | -5.71% | Trim |
| 50 | BSX | Boston Scientific CORP | -0.4% | -67.49% | Trim |
According to official SEC Form 13F filings, Kingsman Wealth Management, Inc. reported a total U.S. public equity portfolio value of $213.6M across 70 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMZN, GE) accounted for 33.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
ROST
市值: $2.1M
Top Position Liquidated / Trimmed
MA
前期市值: $2.1M
During Q1 2026, Kingsman Wealth Management, Inc.'s top holdings by market value included NVDA (15.2%)、AMZN (7.4%)、GE (6.6%). The largest single position, NVDA, represented 15.2% of total portfolio value.
In Q1 2026, Kingsman Wealth Management, Inc. made 76 total portfolio adjustments, initiating 12 new buys, adding to 31 positions, trimming 25 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.