Kingsman Wealth Management, Inc.

CIK 0002066184 • 6 13F filings • May 5, 2025 – Jul 22, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $184.9M66 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$496K	0.3%	2,316 SH	New
ADVISORSHARES TR	ADVISORSHS ETF	$838K	0.5%Prev: 0.5%	12,192 SH	Decreased-703 SH
ALPHABET INC	CAP STK CL A	$3.9M	2.1%Prev: 0.9%	12,502 SH	Increased+5,649 SH
ALPHABET INC	CAP STK CL C	$2.1M	1.2%Prev: 0.8%	6,791 SH	Increased+971 SH
AMAZON COM INC	COM	$15.8M	8.6%Prev: 8.3%	68,552 SH	Increased+261 SH
AMERICAN ELEC PWR CO INC	COM	$475K	0.3%	4,120 SH	New
AMERICAN EXPRESS CO	COM	$323K	0.2%Prev: 0.2%	872 SH	Increased-49 SH
APPLE INC	COM	$9.2M	5.0%Prev: 4.4%	33,846 SH	Increased+2,862 SH
ARISTA NETWORKS INC	COM SHS	$400K	0.2%Prev: 0.1%	3,053 SH	Increased+1,470 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	1.2%Prev: 1.2%	4,565 SH	Increased+174 SH
BOEING CO	COM	$910K	0.5%Prev: 0.2%	4,189 SH	Increased+2,762 SH
BOSTON SCIENTIFIC CORP	COM	$1.0M	0.6%Prev: 1.3%	10,880 SH	Decreased-13,411 SH
BROADCOM INC	COM	$6.0M	3.2%Prev: 2.2%	17,225 SH	Increased+5,378 SH
CITIGROUP INC	COM NEW	$3.1M	1.7%Prev: 1.0%	26,746 SH	Increased+8,863 SH
COSTCO WHSL CORP NEW	COM	$4.6M	2.5%Prev: 3.7%	5,377 SH	Decreased-1,897 SH
CROWDSTRIKE HLDGS INC	CL A	$263K	0.1%Prev: 0.2%	560 SH	Decreased
ELI LILLY & CO	COM	$1.9M	1.0%Prev: 0.2%	1,780 SH	Increased+1,243 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$274K	0.1%Prev: 0.2%	16,596 SH	Decreased-8,018 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$285K	0.2%Prev: 0.1%	6,191 SH	Increased+1,123 SH
GE AEROSPACE	COM NEW	$12.6M	6.8%Prev: 6.7%	41,059 SH	Increased+1,212 SH
GE VERNOVA INC	COM	$902K	0.5%Prev: 0.4%	1,380 SH	Increased+113 SH
GENERAL DYNAMICS CORP	COM	$959K	0.5%Prev: 0.6%	2,848 SH	Decreased-338 SH
GOLDMAN SACHS GROUP INC	COM	$6.6M	3.6%Prev: 2.5%	7,484 SH	Increased+1,933 SH
HOME DEPOT INC	COM	$571K	0.3%Prev: 0.8%	1,659 SH	Decreased-1,717 SH
HOWMET AEROSPACE INC	COM	$6.7M	3.6%Prev: 3.1%	32,746 SH	Increased+4,735 SH
INTERNATIONAL BUSINESS MACHS	COM	$533K	0.3%Prev: 0.3%	1,798 SH	Increased+5 SH
INTUITIVE SURGICAL INC	COM NEW	$1.4M	0.8%Prev: 0.7%	2,511 SH	Increased-109 SH
INVESCO QQQ TR	UNIT SER 1	$357K	0.2%Prev: 0.2%	582 SH	Increased+2 SH
ISHARES TR	CORE MSCI EAFE	$682K	0.4%Prev: 0.4%	7,624 SH	Increased+144 SH
ISHARES TR	CORE S&P SCP ETF	$363K	0.2%Prev: 0.2%	3,019 SH	Decreased-340 SH
ISHARES TR	EXPANDED TECH	$336K	0.2%Prev: 0.2%	3,175 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$495K	0.3%Prev: 0.3%	5,256 SH	Decreased-478 SH
ISHARES TR	U.S. TECH ETF	$7.1M	3.9%Prev: 3.4%	35,704 SH	Increased+4,967 SH
JOHNSON & JOHNSON	COM	$405K	0.2%	1,958 SH	New
JPMORGAN CHASE & CO.	COM	$1.3M	0.7%Prev: 0.7%	4,038 SH	Increased+165 SH
L3HARRIS TECHNOLOGIES INC	COM	$330K	0.2%Prev: 0.6%	1,125 SH	Decreased-2,284 SH
LOCKHEED MARTIN CORP	COM	$264K	0.1%Prev: 0.1%	546 SH	Decreased+13 SH
MASTERCARD INCORPORATED	CL A	$2.1M	1.2%Prev: 1.2%	3,755 SH	Increased+38 SH
META PLATFORMS INC	CL A	$13.0M	7.0%Prev: 9.4%	19,629 SH	Decreased-3,447 SH
MICROSOFT CORP	COM	$6.8M	3.7%Prev: 4.5%	13,981 SH	Decreased-1,722 SH
MORGAN STANLEY	COM NEW	$916K	0.5%Prev: 0.3%	5,158 SH	Increased+1,894 SH
NETFLIX INC	COM	$393K	0.2%Prev: 0.6%	4,190 SH	Decreased+3,228 SH
NVIDIA CORPORATION	COM	$29.4M	15.9%Prev: 16.9%	157,853 SH	Decreased-4,630 SH
ORACLE CORP	COM	$828K	0.4%Prev: 0.8%	4,250 SH	Decreased-1,168 SH
PALANTIR TECHNOLOGIES INC	CL A	$10.8M	5.8%Prev: 6.0%	60,822 SH	Increased+2,148 SH
PALO ALTO NETWORKS INC	COM	$232K	0.1%Prev: 0.1%	1,257 SH	Decreased
PUTNAM ETF TRUST	FOCUSED LAR CAP	$847K	0.5%Prev: 0.4%	18,594 SH	Increased-327 SH
ROYAL BK CDA	COM	$558K	0.3%Prev: 0.3%	3,270 SH	Increased
RTX CORPORATION	COM	$5.3M	2.8%Prev: 1.6%	28,708 SH	Increased+11,038 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$435K	0.2%Prev: 0.2%	15,849 SH	Increased+8 SH
SHOPIFY INC	CL A SUB VTG SHS	$209K	0.1%	1,297 SH	New
SOUTHERN CO	COM	$880K	0.5%Prev: 0.5%	10,097 SH	Decreased+3 SH
SPDR S&P 500 ETF TR	TR UNIT	$579K	0.3%Prev: 0.3%	850 SH	Increased+21 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$909K	0.5%Prev: 0.3%	2,992 SH	Increased+913 SH
TESLA INC	COM	$233K	0.1%Prev: 0.2%	519 SH	Decreased-90 SH
UBER TECHNOLOGIES INC	COM	$1.2M	0.6%Prev: 1.3%	14,617 SH	Decreased-8,375 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$213K	0.1%Prev: 0.1%	1,018 SH	Increased+3 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$211K	0.1%Prev: 0.1%	671 SH	Increased+4 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.6%Prev: 0.6%	3,108 SH	Increased+17 SH
VANGUARD INDEX FDS	VALUE ETF	$415K	0.2%Prev: 0.2%	2,173 SH	Increased+22 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$246K	0.1%Prev: 0.2%	1,119 SH	Decreased-354 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$243K	0.1%Prev: 0.1%	1,723 SH	Increased+18 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$307K	0.2%Prev: 0.2%	743 SH	Decreased-74 SH
VERTIV HOLDINGS CO	COM CL A	$1.8M	1.0%Prev: 0.6%	11,323 SH	Increased+4,376 SH
VISA INC	COM CL A	$966K	0.5%Prev: 0.4%	2,755 SH	Increased+412 SH
WALMART INC	COM	$7.6M	4.1%Prev: 3.6%	67,898 SH	Increased+5,477 SH

Sold (vs prior filing)

D R HORTON INC — $840K
ISHARES BITCOIN TRUST ETF — $849K
ISHARES TR — $213K
ISHARES TR — $1.1M
LAM RESEARCH CORP — $482K
SALESFORCE INC — $212K
T-MOBILE US INC — $245K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002066184-26-000005	—	View
Jan 22, 2026	Q4 2025	13F-HR	0002066184-26-000001	$184.9M	View
Oct 20, 2025