Kingsman Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 2066184 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$178.2M
Long-equity book
Holdings
70
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+12 / −8 / ↑17 / ↓27
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$3.1M +771.7%
- RTX CORPORATION$2.6M +49.3%
- GE VERNOVA INC$2.0M +223.1%
- HOWMET AEROSPACE INC$1.9M +28.3%
- BOEING CO$1.4M +158.7%
Top Trims
- MICROSOFT CORP-$5.3M -77.7%
- PALANTIR TECHNOLOGIES INC-$3.1M -28.7%
- META PLATFORMS INC-$2.9M -22.2%
- AMAZON COM INC-$2.6M -16.3%
- NVIDIA CORPORATION-$2.4M -8.1%
New Positions
- ROSS STORES INC$2.1M
- LAM RESEARCH CORP$1.4M
- PARKER-HANNIFIN CORP$1.1M
- SEAGATE TECHNOLOGY HLDNGS PL$1.0M
- MICRON TECHNOLOGY INC$478.2K
Exited Positions
- MASTERCARD INCORPORATED$2.1M
- AMERICAN ELEC PWR CO INC$475.1K
- ARISTA NETWORKS INC$400.0K
- ISHARES TR$335.6K
- VANGUARD WORLD FD$306.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $27.0M | 15.18% | 155,069 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $13.2M | 7.43% | 63,566 | SH |
| 3 | GE AEROSPACE | GE | 369604301 | $11.7M | 6.56% | 41,197 | SH |
| 4 | META PLATFORMS INC | META | 30303M102 | $10.1M | 5.66% | 17,622 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $9.0M | 5.05% | 35,449 | SH |
| 6 | HOWMET AEROSPACE INC | HWM | 443201108 | $8.6M | 4.83% | 37,372 | SH |
| 7 | WALMART INC | WMT | 931142103 | $8.5M | 4.77% | 68,330 | SH |
| 8 | RTX CORPORATION | RTX | 75513E101 | $7.9M | 4.41% | 40,739 | SH |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $7.7M | 4.33% | 52,718 | SH |
| 10 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $6.2M | 3.51% | 7,385 | SH |
| 11 | ISHARES TR | IYW | 464287721 | $6.1M | 3.43% | 33,665 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $4.9M | 2.75% | 17,071 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $4.7M | 2.65% | 15,273 | SH |
| 14 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.9M | 2.21% | 3,950 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.5M | 1.98% | 14,451 | SH |
| 16 | GE VERNOVA INC | GEV | 36828A101 | $2.9M | 1.63% | 3,338 | SH |
| 17 | CITIGROUP INC | C | 172967424 | $2.4M | 1.35% | 21,215 | SH |
| 18 | BOEING CO | BA | 097023105 | $2.4M | 1.32% | 11,822 | SH |
| 19 | ALPHABET INC | GOOG | 02079K107 | $2.3M | 1.30% | 8,081 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.2M | 1.24% | 4,598 | SH |
| 21 | ROSS STORES INC | ROST | 778296103 | $2.1M | 1.19% | 9,750 | SH |
| 22 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.9M | 1.05% | 5,542 | SH |
| 23 | PUTNAM ETF TRUST | PVAL | 746729300 | $1.8M | 1.04% | 39,810 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $1.8M | 0.99% | 1,910 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 0.84% | 4,064 | SH |
| 26 | LAM RESEARCH CORP | LRCX | 512807306 | $1.4M | 0.78% | 6,494 | SH |
| 27 | GENERAL DYNAMICS CORP | GD | 369550108 | $1.3M | 0.71% | 3,709 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.2M | 0.66% | 4,013 | SH |
| 29 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $1.1M | 0.64% | 2,483 | SH |
| 30 | PARKER-HANNIFIN CORP | PH | 701094104 | $1.1M | 0.61% | 1,220 | SH |
| 31 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $1.0M | 0.58% | 2,642 | SH |
| 32 | VANGUARD INDEX FDS | VTI | 922908769 | $1.0M | 0.56% | 3,118 | SH |
| 33 | SOUTHERN CO | SO | 842587107 | $971.0K | 0.54% | 10,060 | SH |
| 34 | VERTIV HOLDINGS CO | VRT | 92537N108 | $916.7K | 0.51% | 3,658 | SH |
| 35 | ROYAL BK CDA | RY | 780087102 | $804.0K | 0.45% | 4,970 | SH |
| 36 | ISHARES TR | IEFA | 46432F842 | $690.2K | 0.39% | 7,624 | SH |
| 37 | VISA INC | V | 92826C839 | $658.9K | 0.37% | 2,180 | SH |
| 38 | ADVISORSHARES TR | CWS | 00768Y560 | $591.8K | 0.33% | 9,139 | SH |
| 39 | HOME DEPOT INC | HD | 437076102 | $579.6K | 0.33% | 1,762 | SH |
| 40 | MORGAN STANLEY | MS | 617446448 | $562.0K | 0.32% | 3,415 | SH |
| 41 | ISHARES TR | USMV | 46429B697 | $489.5K | 0.27% | 5,278 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $486.4K | 0.27% | 15,855 | SH |
| 43 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $486.4K | 0.27% | 748 | SH |
| 44 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $485.2K | 0.27% | 2,385 | SH |
| 45 | MICRON TECHNOLOGY INC | MU | 595112103 | $478.2K | 0.27% | 1,415 | SH |
| 46 | VANGUARD INDEX FDS | VTV | 922908744 | $428.7K | 0.24% | 2,185 | SH |
| 47 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $424.4K | 0.24% | 1,751 | SH |
| 48 | NUCOR CORP | NUE | 670346105 | $403.4K | 0.23% | 2,386 | SH |
| 49 | NETFLIX INC. | NFLX | 64110L106 | $395.2K | 0.22% | 4,110 | SH |
| 50 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $395.1K | 0.22% | 1,145 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $178.2M | 70 | 0002066184-26-000002 |
| 2025-12-31 | 2026-01-22 | $184.9M | 66 | 0002066184-26-000001 |