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Kingsman Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Kingsman Wealth Management, Inc.

Investment Activity

  • Kingsman Wealth Management, Inc. has $178.20 million in total holdings as of March 31, 2026.
  • Kingsman Wealth Management, Inc. owns shares of 70 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 12.63% of the portfolio was purchased this quarter.
  • About 10.77% of the portfolio was sold this quarter.
  • This quarter, Kingsman Wealth Management, Inc. has purchased 66 new stocks and bought additional shares in 31 stocks.
  • Kingsman Wealth Management, Inc. sold shares of 25 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

NVIDIA
$27,044,109
Amazon.com
$13,238,891
GE Aerospace
$11,690,570
Meta Platforms
$10,082,357
Apple
$8,996,537

Largest New Holdings this Quarter

778296103 - Ross Stores
$2,112,251 Holding
512807306 - LAM RESEARCH CORP
$1,387,508 Holding
701094104 - Parker-Hannifin
$1,092,193 Holding
G7997R103 - Seagate Technology
$1,035,154 Holding
595112103 - Micron Technology
$478,175 Holding

Largest Purchases this Quarter

Johnson & Johnson
12,493 shares (about $3.05M)
RTX
12,031 shares (about $2.32M)
Ross Stores
9,750 shares (about $2.11M)
GE VERNOVA INC
1,958 shares (about $1.71M)
Boeing
7,633 shares (about $1.52M)

Largest Sales this Quarter

Microsoft
9,917 shares (about $3.67M)
Vertiv
7,665 shares (about $1.92M)
Costco Wholesale
1,427 shares (about $1.42M)
PALANTIR TECHNOLOGIES INC
8,104 shares (about $1.19M)
Meta Platforms
2,007 shares (about $1.15M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKingsman Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$27,044,109$485,531 -1.8%155,06915.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,238,891$1,038,434 -7.3%63,5667.4%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$11,690,570$39,161 0.3%41,1976.6%Aerospace
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,082,357$1,148,297 -10.2%17,6225.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,996,537$406,822 4.7%35,4495.0%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$8,612,706$1,066,102 14.1%37,3724.8%Aerospace
WALMART INC
$8,492,086$53,689 0.6%68,3304.8%COM
RTX Corporation stock logo
RTX
RTX
$7,858,593$2,320,792 41.9%40,7394.4%Aerospace
PALANTIR TECHNOLOGIES INC
$7,711,589$1,185,453 -13.3%52,7184.3%CL A
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,247,258$83,748 -1.3%7,3853.5%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$6,107,457$369,913 -5.7%33,6653.4%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,909,080$1,313,900 36.5%17,0712.8%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,727,135$604,162 -11.3%15,2732.7%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,936,053$1,421,961 -26.5%3,9502.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,532,382$3,053,771 638.0%14,4512.0%Medical
GE VERNOVA INC
$2,913,443$1,708,964 141.9%3,3381.6%COM
Citigroup Inc. stock logo
C
Citigroup
$2,406,047$627,285 -20.7%21,2151.4%Financial Services
The Boeing Company stock logo
BA
Boeing
$2,352,933$1,519,196 182.2%11,8221.3%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$2,318,163$370,057 19.0%8,0811.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,203,362$15,814 0.7%4,5981.2%Finance
Ross Stores, Inc. stock logo
ROST
Ross Stores
$2,112,251$2,112,251 New Holding9,7501.2%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,872,919$861,773 85.2%5,5421.1%Computer and Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$1,847,198$984,430 114.1%39,8101.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,756,781$119,571 7.3%1,9101.0%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$1,504,446$3,671,159 -70.9%4,0640.8%Computer and Technology
LAM RESEARCH CORP
$1,387,508$1,387,508 New Holding6,4940.8%COM NEW
General Dynamics Corporation stock logo
GD
General Dynamics
$1,272,995$295,511 30.2%3,7090.7%Aerospace
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,180,479$7,354 -0.6%4,0130.7%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,144,638$12,908 -1.1%2,4830.6%Medical
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,092,193$1,092,193 New Holding1,2200.6%Industrials
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$1,035,154$1,035,154 New Holding2,6420.6%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,000,256$3,208 0.3%3,1180.6%ETF
Southern Company (The) stock logo
SO
Southern
$970,950$3,571 -0.4%10,0600.5%Utilities
Vertiv Holdings Co. stock logo
VRT
Vertiv
$916,690$1,920,839 -67.7%3,6580.5%Computer and Technology
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$804,047$275,026 52.0%4,9700.5%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$690,1840.0%7,6240.4%ETF
Visa Inc. stock logo
V
Visa
$658,876$173,786 -20.9%2,1800.4%Business Services
CWS
AdvisorShares Focused Equity ETF
$591,831$197,709 -25.0%9,1390.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$579,583$33,880 6.2%1,7620.3%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$561,966$286,825 -33.8%3,4150.3%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$489,484$2,040 0.4%5,2780.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$486,440$184 0.0%15,8550.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$486,413$66,329 -12.0%7480.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$485,181$14,037 3.0%2,3850.3%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$478,175$478,175 New Holding1,4150.3%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$428,745$2,355 0.6%2,1850.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$424,434$11,393 -2.6%1,7510.2%Computer and Technology
Nucor Corporation stock logo
NUE
Nucor
$403,394$403,394 New Holding2,3860.2%Basic Materials
Netflix, Inc. stock logo
NFLX
Netflix
$395,177$7,692 -1.9%4,1100.2%Consumer Discretionary
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$395,053$6,900 1.8%1,1450.2%Aerospace
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$393,970$393,970 New Holding2,3220.2%Energy
Oracle Corporation stock logo
ORCL
Oracle
$393,071$232,135 -37.1%2,6720.2%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$368,709$48,405 15.1%19,1040.2%Energy
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$360,176$15,168 -4.0%2,8970.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$336,0700.0%5820.2%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$331,740$1,813 0.5%5490.2%Aerospace
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$285,950$3,513 1.2%6,2680.2%ETF
Newmont Corporation stock logo
NEM
Newmont
$272,066$272,066 New Holding2,5130.2%Basic Materials
American Express Company stock logo
AXP
American Express
$264,392$605 0.2%8740.1%Finance
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$251,137$1,449 0.6%1,7330.1%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$246,739$28,110 12.9%6320.1%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$227,083$824,318 -78.4%3,1570.1%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$225,891$24,369 12.1%1,4090.1%Computer and Technology
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$221,947$460,774 -67.5%3,5370.1%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$219,836$20,865 -8.7%1,0220.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$210,190$618 0.3%1,0210.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$205,875$205,875 New Holding1,7110.1%Medical
Baker Hughes Company stock logo
BKR
Baker Hughes
$204,302$204,302 New Holding3,3460.1%Energy
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$202,202$202,202 New Holding2960.1%Aerospace
Banco Santander, S.A. stock logo
SAN
Banco Santander
$143,256$143,256 New Holding12,7000.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$0$2,143,875 -100.0%00.0%Business Services
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$0$475,077 -100.0%00.0%Utilities
ARISTA NETWORKS INC
$0$400,035 -100.0%00.0%COM SHS
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$0$335,568 -100.0%00.0%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$0$306,820 -100.0%00.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$233,405 -100.0%00.0%Auto/Tires/Trucks
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$0$211,220 -100.0%00.0%ETF
SHOPIFY INC
$0$208,778 -100.0%00.0%CL A SUB VTG SHS

Showing largest 100 holdings. View all holdings.
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