Kingsman Wealth Management, Inc.
Sector Allocation
- Technology51.9%$116.3M
- Other9.5%$21.3M
- Industrials8.7%$19.4M
- Consumer Discretionary7.9%$17.7M
- Financials7.6%$17.1M
- Consumer Staples5.0%$11.3M
- Materials4.0%$9.1M
- Healthcare3.7%$8.3M
- Energy0.9%$1.9M
- Utilities0.7%$1.6M
AUM History
13fpro.ai/research/fund/kingsman-wealth-management-inc-2066184
Conviction and streaks
Diversifying · top 10 = 55.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$34.4MAMZN
$16.2MAAPL
$15.1MGE
$11.6M- ISHARES$9.4M
PLTR
$8.4MHWM
$7.8MGS
$7.2MSTX
$6.8MCRWD
$6.8MAVGO
$6.7MWMT
$5.8MMETA
$5.3MTSM
$5.3MLRCX
$5.2MGEV
$4.4MMU
$4.3MLLY
$4.2MJNJ
$3.8MCOST
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kingsman-wealth-management-inc-2066184
Kingsman Wealth Management, Inc. 13F holdings — Q3 2026
$224.1M portfolio (+4.9% QoQ) · 82 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio
$34.4M
15.4% of stocks
-3%This quarter-5.5%Since filed7+ qtrsHeld$16.2M
7.2% of stocks
+0.4%This quarter-3.7%Since filed7+ qtrsHeld$15.1M
6.8% of stocks
+13%This quarter+0.8%Since filed7+ qtrsHeld$11.6M
5.2% of stocks
-3%This quarter-6.2%Since filed7+ qtrsHeldAIQuality72.7#139Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 5
ISHARES TR - U.S. TECH ETF
$9.4M
4.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $8.4M
3.8% of stocks
-0.3%This quarter-4.7%Since filed7+ qtrsHeld$7.8M
3.5% of stocks
-11%This quarter-10.4%Since filed7+ qtrsHeld$7.2M
3.2% of stocks
+3%This quarter+0.1%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$6.8M
3.0% of stocks
+9%This quarter-13.8%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$6.8M
3.0% of stocks
+624%This quarter+0.2%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Kingsman Wealth Management, Inc. (Q3 2026)
82 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $6.7M | 3.0% | 19K | +2% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Walmart Inc. | Consumer Staples | $5.8M | 2.6% | 55K | -16% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Meta Platforms, Inc. | Technology | $5.3M | 2.4% | 7,298 | -52% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $5.3M | 2.4% | 12K | +11% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LAM RESEARCH CORP | Technology | $5.2M | 2.3% | 16K | +12% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | GE Vernova Inc. | Industrials | $4.4M | 2.0% | 4,610 | +2% | 6 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICRON TECHNOLOGY INC | Technology | $4.3M | 1.9% | 4,081 | +28% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ELI LILLY & Co | Healthcare | $4.2M | 1.9% | 3,635 | +28% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $3.8M | 1.7% | 14K | +93% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.2M | 1.4% | 3,484 | +4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VISA INC. | Financials | $3.1M | 1.4% | 8,582 | +352% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CITIGROUP INC | Financials | $2.8M | 1.2% | 21K | +10% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ADVANCED MICRO DEVICES INC | Technology | $2.7M | 1.2% | 4,491 | +15% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $2.7M | 1.2% | 8,010 | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alphabet Inc. | Technology | $2.7M | 1.2% | 7,831 | +6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MSFT | MICROSOFT CORP | Technology | $2.4M | 1.1% | 4,733 | +14% | |||
| 27 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $2.3M | 1.0% | 44K | +22% | |||
| 28 | $VRT | Vertiv Holdings Co | Technology | $2.1M | 0.9% | 8,747 | +8% | |||
| 29 | $KO | COCA COLA CO | Consumer Staples | $2.0M | 0.9% | 24K | +61% | |||
| 30 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.6% | 2,801 | -13% | |||
| 31 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.4M | 0.6% | 9,140 | +312% | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $1.4M | 0.6% | 4,088 | -0.2% | |||
| 33 | $RTX | RTX Corp | Industrials | $1.3M | 0.6% | 6,863 | +32% | |||
| 34 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.2M | 0.5% | 1,739 | New | |||
| 35 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.2M | 0.5% | 3,117 | -0.3% | |||
| 36 | $NUE | NUCOR CORP | Materials | $1.0M | 0.5% | 4,477 | -40% | |||
| 37 | $SO | SOUTHERN CO | Utilities | $989K | 0.4% | 12K | +19% | |||
| 38 | $TWLO | TWILIO INC | Technology | $896K | 0.4% | 3,065 | New | |||
| 39 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $809K | 0.4% | 3,466 | +31% | |||
| 40 | $BA | BOEING CO | Industrials | $803K | 0.4% | 4,314 | -10% | |||
| 41 | — | ISHARES TR - CORE MSCI EAFE | — | $751K | 0.3% | 7,748 | — | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $740K | 0.3% | 6,872 | -26% | |||
| 43 | $PANW | Palo Alto Networks Inc | Technology | $730K | 0.3% | 1,838 | +51% | |||
| 44 | $MS | MORGAN STANLEY | Financials | $668K | 0.3% | 3,550 | +14% | |||
| 45 | $OMF | OneMain Holdings, Inc. | Financials | $630K | 0.3% | 11K | New | |||
| 46 | $ETN | Eaton Corp plc | Industrials | $595K | 0.3% | 1,385 | New | |||
| 47 | $SPY | SPDR S&P 500 ETF TRUST | — | $577K | 0.3% | 756 | +2% | |||
| 48 | $NEE | NEXTERA ENERGY INC | Utilities | $561K | 0.3% | 7,411 | +6% | |||
| 49 | $TRGP | Targa Resources Corp. | Energy | $535K | 0.2% | 1,978 | New | |||
| 50 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $529K | 0.2% | 2,449 | +12% | |||
| 51 | — | ISHARES TR - MSCI USA MIN ETF | — | $518K | 0.2% | 5,312 | +0.3% | |||
| 52 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $516K | 0.2% | 16K | +0.0% | |||
| 53 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $475K | 0.2% | 642 | +10% | |||
| 54 | $DELL | Dell Technologies Inc. | Technology | $454K | 0.2% | 844 | -70% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $435K | 0.2% | 1,530 | -11% | |||
| 56 | $GD | GENERAL DYNAMICS CORP | Industrials | $434K | 0.2% | 1,308 | -21% | |||
| 57 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $429K | 0.2% | 2,633 | +32% | |||
| 58 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | — | $397K | 0.2% | 4,174 | New | |||
| 59 | — | ISHARES TR - CORE S&P SCP ETF | — | $394K | 0.2% | 2,896 | -0.3% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $387K | 0.2% | 2,662 | +61% | |||
| 61 | $ORCL | ORACLE CORP | Technology | $387K | 0.2% | 2,816 | +6% | |||
| 62 | $VLO | VALERO ENERGY CORP/TX | Energy | $361K | 0.2% | 930 | New | |||
| 63 | $TGT | TARGET CORP | Consumer Staples | $342K | 0.1% | 2,184 | New | |||
| 64 | $ET | Energy Transfer LP | Energy | $334K | 0.1% | 17K | -2% | |||
| 65 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $330K | 0.1% | 1,502 | +19% | |||
| 66 | $LMT | LOCKHEED MARTIN CORP | Industrials | $315K | 0.1% | 618 | +12% | |||
| 67 | $TSLA | Tesla, Inc. | Consumer Discretionary | $312K | 0.1% | 878 | +32% | |||
| 68 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $307K | 0.1% | 3,411 | New | |||
| 69 | — | ISHARES TR - CORE S&P500 ETF | — | $306K | 0.1% | 400 | New | |||
| 70 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $283K | 0.1% | 4,013 | +11% | |||
| 71 | $MPC | Marathon Petroleum Corp | Energy | $282K | 0.1% | 713 | New | |||
| 72 | — | VANGUARD WORLD FD - MRNGSTR VAL ETF | — | $282K | 0.1% | 1,748 | +0.5% | |||
| 73 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $278K | 0.1% | 6,413 | +1% | |||
| 74 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $249K | 0.1% | 1,050 | +0.6% | |||
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $240K | 0.1% | 1,030 | +0.4% | |||
| 76 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $231K | 0.1% | 2,576 | -4% | |||
| 77 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $230K | 0.1% | 1,781 | New | |||
| 78 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $222K | 0.1% | 631 | +0.2% | |||
| 79 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $222K | 0.1% | 2,397 | +0.1% | |||
| 80 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $213K | 0.1% | 1,946 | New | |||
| 81 | $FCX | FREEPORT-MCMORAN INC | Materials | $208K | 0.1% | 2,971 | New | |||
| 82 | — | ISHARES TR - RUS 1000 ETF | — | $203K | 0.1% | 487 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 15 new, 48 added to, 18 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- VANGUARD INDEX FDS - S&P 500 ETF SHS$1.2M
first bought this quarter
$TWLOTWILIO INC$896K
first bought this quarter
$OMFOneMain Holdings, Inc.$630K
first bought this quarter
$ETNEaton Corp plc$595K
first bought this quarter
$TRGPTarga Resources Corp.$535K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL$397K
first bought this quarter
+9 more in the Excel export
Added to (48)
now $6.8M · held 7+ qtrs, 3 adds in a row
$VVISA INC.+352%
now $3.1M · held 7+ qtrs
now $3.8M · held 4 qtrs
now $15.1M · held 7+ qtrs, 5 adds in a row
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+312%now $1.4M · held 2 qtrs, 2 adds in a row
now $4.3M · held 3 qtrs, 3 adds in a row
+42 more in the Excel export
Trimmed (18)
now $5.3M · held 7+ qtrs, 5 trims in a row
now $5.8M · held 7+ qtrs, 2 trims in a row
$DELLDell Technologies Inc.-70%
now $454K · held 2 qtrs
now $7.8M · held 7+ qtrs
now $34.4M · held 7+ qtrs
$NUENUCOR CORP-40%
now $1.0M · held 3 qtrs
+12 more in the Excel export
Holdings by quarter
Every 13F Kingsman Wealth Management, Inc. has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kingsman Wealth Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kingsman Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.7%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 40% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
86%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kingsman Wealth Management, Inc. disclosed 82 positions worth $224.1M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 15.4% of the equity portfolio, followed by $AMZN and $AAPL. During the quarter the fund opened 15 new positions and exited 9 and a full exit from $PWR. The portfolio is most concentrated in Technology (51.9% of disclosed assets). All figures are sourced directly from Kingsman Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2066184.
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AI-Powered Hedge Fund Analysis: Kingsman Wealth Management, Inc.
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