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: $178.2M70 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$485K	0.3%	2,385 SH	New
ADVISORSHARES TR	ADVISORSHS ETF	$592K	0.3%Prev: 0.6%	9,139 SH	Decreased-4,097 SH
ALPHABET INC	CAP STK CL A	$4.9M	2.8%Prev: 0.3%	17,071 SH	Increased+14,532 SH
ALPHABET INC	CAP STK CL C	$2.3M	1.3%Prev: 0.6%	8,081 SH	Increased+2,863 SH
AMAZON COM INC	COM	$13.2M	7.4%Prev: 8.9%	63,566 SH	Increased-550 SH
AMERICAN EXPRESS CO	COM	$264K	0.1%Prev: 0.2%	874 SH	Decreased-238 SH
APPLE INC	COM	$9.0M	5.0%Prev: 6.9%	35,449 SH	Decreased-6,966 SH
BAKER HUGHES COMPANY	CL A	$204K	0.1%Prev: 0.3%	3,346 SH	Decreased-6,714 SH
BANCO SANTANDER SA	ADR	$143K	0.1%	12,700 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	1.2%Prev: 2.4%	4,598 SH	Decreased-1,500 SH
BOEING CO	COM	$2.4M	1.3%	11,822 SH	New
BOSTON SCIENTIFIC CORP	COM	$222K	0.1%Prev: 2.0%	3,537 SH	Decreased-23,274 SH
BROADCOM INC	COM	$4.7M	2.7%Prev: 0.3%	15,273 SH	Increased+13,213 SH
CITIGROUP INC	COM NEW	$2.4M	1.4%	21,215 SH	New
COSTCO WHOLESALE CORPORATION	COM	$3.9M	2.2%	3,950 SH	New
CROWDSTRIKE HLDGS INC	CL A	$247K	0.1%Prev: 0.3%	632 SH	Decreased-373 SH
ELI LILLY & CO	COM	$1.8M	1.0%Prev: 1.2%	1,910 SH	Increased-151 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$369K	0.2%Prev: 1.4%	19,104 SH	Decreased-86,253 SH
EXXON MOBIL CORP	COM	$394K	0.2%	2,322 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$286K	0.2%	6,268 SH	New
GE AEROSPACE	COM NEW	$11.7M	6.6%Prev: 5.8%	41,197 SH	Increased+1,769 SH
GE VERNOVA INC	COM	$2.9M	1.6%	3,338 SH	New
GENERAL DYNAMICS CORP	COM	$1.3M	0.7%Prev: 0.2%	3,709 SH	Increased+2,704 SH
GOLDMAN SACHS GROUP INC	COM	$6.2M	3.5%Prev: 3.7%	7,385 SH	Increased-1,963 SH
HOME DEPOT INC	COM	$580K	0.3%Prev: 0.6%	1,762 SH	Decreased-565 SH
HOWMET AEROSPACE INC	COM	$8.6M	4.8%Prev: 3.3%	37,372 SH	Increased+2,166 SH
INTERNATIONAL BUSINESS MACHS	COM	$424K	0.2%Prev: 0.3%	1,751 SH	Decreased-1 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.6%Prev: 0.8%	2,483 SH	Increased+262 SH
INVESCO QQQ TR	UNIT SER 1	$336K	0.2%Prev: 0.2%	582 SH	Increased+3 SH
ISHARES TR	CORE MSCI EAFE	$690K	0.4%Prev: 0.4%	7,624 SH	Increased+278 SH
ISHARES TR	CORE S&P SCP ETF	$360K	0.2%Prev: 0.5%	2,897 SH	Decreased-3,089 SH
ISHARES TR	MSCI USA MIN VOL	$489K	0.3%Prev: 0.4%	5,278 SH	Decreased-414 SH
ISHARES TR	U.S. TECH ETF	$6.1M	3.4%Prev: 2.9%	33,665 SH	Increased+5,894 SH
JOHNSON & JOHNSON	COM	$3.5M	2.0%	14,451 SH	New
JPMORGAN CHASE & CO	COM	$1.2M	0.7%	4,013 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$395K	0.2%Prev: 0.2%	1,145 SH	Increased+136 SH
LAM RESEARCH CORP	COM NEW	$1.4M	0.8%	6,494 SH	New
LOCKHEED MARTIN CORP	COM	$332K	0.2%Prev: 0.2%	549 SH	Increased
MERCK & CO INC	COM	$206K	0.1%	1,711 SH	New
META PLATFORMS INC	CL A	$10.1M	5.7%Prev: 9.9%	17,622 SH	Decreased-5,960 SH
MICRON TECHNOLOGY INC	COM	$478K	0.3%	1,415 SH	New
MICROSOFT CORP	COM	$1.5M	0.8%Prev: 3.5%	4,064 SH	Decreased-8,758 SH
MORGAN STANLEY	COM NEW	$562K	0.3%Prev: 0.3%	3,415 SH	Increased+284 SH
NETFLIX INC.	COM	$395K	0.2%	4,110 SH	New
NEWMONT CORP	COM	$272K	0.2%	2,513 SH	New
NORTHROP GRUMMAN CORP	COM	$202K	0.1%	296 SH	New
NUCOR CORP	COM	$403K	0.2%	2,386 SH	New
NVIDIA CORPORATION	COM	$27.0M	15.2%Prev: 12.7%	155,069 SH	Increased-5,737 SH
ORACLE CORP	COM	$393K	0.2%Prev: 0.3%	2,672 SH	Decreased-592 SH
PALANTIR TECHNOLOGIES INC	CL A	$7.7M	4.3%Prev: 2.1%	52,718 SH	Increased+18,429 SH
PALO ALTO NETWORKS INC	COM	$226K	0.1%	1,409 SH	New
PARKER-HANNIFIN CORP	COM	$1.1M	0.6%	1,220 SH	New
PUTNAM ETF TRUST	FOCUSED LAR CAP	$1.8M	1.0%Prev: 0.6%	39,810 SH	Increased+18,809 SH
ROSS STORES INC	COM	$2.1M	1.2%	9,750 SH	New
ROYAL BK CDA	COM	$804K	0.5%	4,970 SH	New
RTX CORPORATION	COM	$7.9M	4.4%Prev: 1.9%	40,739 SH	Increased+21,342 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$486K	0.3%Prev: 0.3%	15,855 SH	Increased-99 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.0M	0.6%	2,642 SH	New
SOUTHERN CO	COM	$971K	0.5%Prev: 0.7%	10,060 SH	Increased-51 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$486K	0.3%	748 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.9M	1.1%	5,542 SH	New
UBER TECHNOLOGIES INC	COM	$227K	0.1%Prev: 0.7%	3,157 SH	Decreased-10,210 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$210K	0.1%	1,021 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.6%Prev: 0.6%	3,118 SH	Increased+36 SH
VANGUARD INDEX FDS	VALUE ETF	$429K	0.2%Prev: 0.3%	2,185 SH	Decreased-348 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$220K	0.1%Prev: 0.2%	1,022 SH	Decreased-670 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$251K	0.1%Prev: 0.2%	1,733 SH	Increased-163 SH
VERTIV HOLDINGS CO	COM CL A	$917K	0.5%Prev: 0.2%	3,658 SH	Increased-1,036 SH
VISA INC	COM CL A	$659K	0.4%Prev: 1.4%	2,180 SH	Decreased-3,341 SH
WALMART INC	COM	$8.5M	4.8%Prev: 3.6%	68,330 SH	Increased+11,747 SH

Sold (vs prior filing)

ALPS ETF TR — $200K
ARISTA NETWORKS INC — $877K
BANK NEW YORK MELLON CORP — $604K
BLACKROCK INC — $367K
COSTCO WHSL CORP NEW — $7.7M
EQT CORP — $1.3M
FORTINET INC — $1.5M
ISHARES TR — $283K
JPMORGAN CHASE & CO. — $1.3M
MASTERCARD INCORPORATED — $2.6M
NETFLIX INC — $339K
PROCTER AND GAMBLE CO — $292K
SALESFORCE INC — $414K
SELECT SECTOR SPDR TR — $338K
SPDR S&P 500 ETF TR — $467K
T-MOBILE US INC — $1.5M
TAIWAN SEMICONDUCTOR MFG LTD — $333K
UNUM GROUP — $582K
VANGUARD WORLD FD — $252K

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