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CIK: 0002066184
Total reported value
$224.1M
$224.1M
76 檔
36.9%
As reported in its official Q2 2026 Form 13F filing, Kingsman Wealth Management, Inc.'s tracked investment portfolio stood at $224.1M with 76 total positions.
Kingsman Wealth Management, Inc. executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 7 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.48% | +0.88% | -0.30% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.22% | — | +1.75% | |
| 3 | GE | General Electric | Stock-Industrials | 6.69% | -1.51% | -7.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.46% | +1.30% | +13.61% | |
| 5 | HWM | Howmet Aerospace Inc | Stock-Industrials | 4.88% | -1.39% | +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% | +0.29% | -1.03% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.68% | -0.46% | +5.16% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.51% | -0.94% | -3.12% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 3.29% | -0.31% | +21.70% | |
| 11 | STX | Seagate Technology Holdings plc | Stock-Tech | 3.08% | -0.03% | +157.84% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 2.89% | -0.56% | +119.22% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.49% | -0.53% | +35.71% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.46% | +1.30% | -14.41% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.32% | +0.03% | +87.10% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.72% | +0.22% | +124.59% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.29% | +48.32% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.47% | -0.05% | -14.91% | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 1.39% | -1.39% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.32% | -0.10% | -1.26% | |
| 21 | C | Citigroup Inc | Stock-Financials | 1.27% | -0.03% | -8.44% | |
| 22 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.27% | -0.33% | +121.71% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.27% | +1.76% | +460.44% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | -0.03% | -56.80% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.06% | +0.17% | +63.23% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | +0.81% | -49.16% | |
| 27 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.86% | +0.17% | -9.69% | |
| 28 | GLW | Corning Inc | Stock-Tech | 0.80% | -0.80% | EXIT | |
| 29 | NUE | Nucor CORP | Stock-Materials | 0.77% | -0.30% | +210.14% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.14% | -29.88% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +0.36% | +2.04% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.03% | +2.04% | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.56% | -0.36% | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | +0.34% | — | |
| 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% | -0.52% | EXIT | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | -0.18% | — | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.49% | -0.13% | -59.47% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.46% | +0.11% | -87.20% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.01% | +0.02% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.35% | -0.01% | +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% | +1.07% | -12.84% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.29% | -0.04% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.09% | -2.72% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | -0.08% | -55.35% | |
| 47 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.26% | +0.10% | -72.87% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | — | -0.80% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.01% | +0.32% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.01% | +0.04% |
| # | 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 |
According to official SEC Form 13F filings, Kingsman Wealth Management, Inc. reported a total U.S. public equity portfolio value of $224.1M across 76 disclosed positions in Q2 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 36.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
PWR
市值: $3.0M
Top Position Liquidated / Trimmed
PH
前期市值: $1.1M
During Q2 2026, Kingsman Wealth Management, Inc.'s top holdings by market value included NVDA (14.5%)、AMZN (7.2%)、GE (6.7%). The largest single position, NVDA, represented 14.5% of total portfolio value.
In Q2 2026, Kingsman Wealth Management, Inc. made 82 total portfolio adjustments, initiating 13 new buys, adding to 30 positions, trimming 32 holdings, and fully liquidating 7 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.
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