Kingsman Wealth Management, Inc.

13F filer · CIK 0002066184

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$214MU.S. long equity reported on 13F

Positions609 new · 7 closed

Net flow last quarter+$8.58MBuys minus sells

Top 10 positions weight56.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202660 positions
NVDANvidia Corp	$30.9M	14.48%	0.00%	-0.3%	Q1 2025
AMZNAmazon Com Inc	$15.4M	7.22%	0.00%	+1.8%	Q1 2025
GEGeneral Electric Co	$14.3M	6.69%	0.00%	-7.1%	Q1 2025
AAPLApple Inc.	$11.7M	5.46%	0.00%	+13.6%	Q1 2025
HWMHowmet Aerospace Inc.	$10.4M	4.88%	0.01%	+3.7%	Q1 2025
METAMeta Platforms, Inc.	$8.57M	4.01%	Not reported	-13.7%	Q1 2025
GSGoldman Sachs Group Inc	$7.85M	3.68%	0.00%	+5.2%	Q1 2025
WMTWalmart Inc.	$7.5M	3.51%	0.00%	-3.1%	Q1 2025
AVGOBroadcom Inc.	$7.02M	3.29%	0.00%	+21.7%	Q1 2025
STXSeagate Technology Holdings plc	$6.57M	3.08%	0.00%	+157.8%	Q1 2026
LRCXLam Research Corp	$6.17M	2.89%	0.00%	+119.2%	Q3 2025
GEVGE Vernova Inc.	$5.32M	2.49%	0.00%	+35.7%	Q2 2025
PLTRPalantir Technologies Inc.	$5.26M	2.46%	0.00%	-14.4%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.95M	2.32%	0.00%	+87.1%	Q1 2025
MUMicron Technology Inc	$3.67M	1.72%	0.00%	+124.6%	Q1 2026
LLYELI LILLY & Co	$3.4M	1.59%	0.00%	+48.3%	Q1 2025
COSTCostco Wholesale Corp	$3.14M	1.47%	0.00%	-14.9%	Q1 2025
PWRQuanta Services, Inc.	$2.96M	1.39%	0.00%	New	Q2 2026
GOOGAlphabet Inc.	$2.82M	1.32%	Not reported	-1.3%	Q1 2025
CCitigroup Inc	$2.72M	1.27%	0.00%	-8.4%	Q3 2025
VRTVertiv Holdings Co	$2.72M	1.27%	0.00%	+121.7%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$2.7M	1.27%	0.00%	+460.4%	Q1 2025
GOOGLAlphabet Inc.	$2.64M	1.23%	0.00%	-56.8%	Q1 2025
AMDAdvanced Micro Devices Inc	$2.26M	1.06%	0.00%	+63.2%	Q2 2025
JNJJohnson & Johnson	$1.87M	0.87%	0.00%	-49.2%	Q4 2025
GLWCorning Inc	$1.71M	0.80%	0.00%	New	Q2 2026
NUENucor Corp	$1.65M	0.77%	0.00%	+210.1%	Q1 2026
BRK.BBerkshire Hathaway Inc	$1.61M	0.76%	Not reported	-29.9%	Q1 2025
MSFTMicrosoft Corp	$1.55M	0.72%	0.00%	+2.0%	Q1 2025
JPMJPMorgan Chase & Co	$1.34M	0.63%	0.00%	+2.0%	Q1 2025
DELLDell Technologies Inc.	$1.2M	0.56%	0.00%	New	Q2 2026
KOCoca Cola Co	$1.19M	0.56%	0.00%	New	Q2 2026
RYRoyal Bank of Canada	$1.11M	0.52%	0.00%	+7.6%	Q3 2025
CSCOCisco Systems, Inc.	$1.09M	0.51%	0.00%	New	Q2 2026
BABoeing Co	$1.04M	0.49%	0.00%	-59.5%	Q3 2025
RTXRTX Corp	$990K	0.46%	0.00%	-87.2%	Q1 2025
SOSouthern Co	$963K	0.45%	0.00%	0.0%	Q1 2025
MSMorgan Stanley	$654K	0.31%	0.00%	-8.4%	Q1 2025
VVisa Inc.	$652K	0.31%	0.00%	-12.8%	Q1 2025
NEENextera Energy Inc	$614K	0.29%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$604K	0.28%	0.00%	-2.7%	Q1 2025
GDGeneral Dynamics Corp	$586K	0.27%	0.00%	-55.4%	Q1 2025
ROSTRoss Stores, Inc.	$563K	0.26%	0.00%	-72.9%	Q1 2026
SPYSPDR S&P 500 ETF Trust	$554K	0.26%	Not reported	-0.8%	Q1 2025
ISRGIntuitive Surgical Inc	$467K	0.22%	0.00%	-52.7%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$429K	0.20%	Not reported	Not reported	Q1 2025
PANWPalo Alto Networks Inc	$415K	0.19%	0.00%	-13.7%	Q2 2025
ORCLOracle Corp	$390K	0.18%	0.00%	-0.3%	Q1 2025
SPCXSpace Exploration Technologies Corp	$379K	0.18%	Not reported	New	Q2 2026
IBMInternational Business Machines Corp	$356K	0.17%	0.00%	-27.6%	Q1 2025

Q1 2026Reported Apr 21, 202658 positions
NVDANvidia Corp	$27M	15.18%	0.00%	-1.8%	Q1 2025
AMZNAmazon Com Inc	$13.2M	7.43%	0.00%	-7.3%	Q1 2025
GEGeneral Electric Co	$11.7M	6.56%	0.00%	+0.3%	Q1 2025
METAMeta Platforms, Inc.	$10.1M	5.66%	Not reported	-10.2%	Q1 2025
AAPLApple Inc.	$9M	5.05%	0.00%	+4.7%	Q1 2025
HWMHowmet Aerospace Inc.	$8.61M	4.83%	0.01%	+14.1%	Q1 2025
WMTWalmart Inc.	$8.49M	4.77%	0.00%	+0.6%	Q1 2025
RTXRTX Corp	$7.86M	4.41%	0.00%	+41.9%	Q1 2025
PLTRPalantir Technologies Inc.	$7.71M	4.33%	0.00%	-13.3%	Q1 2025
GSGoldman Sachs Group Inc	$6.25M	3.51%	0.00%	-1.3%	Q1 2025
GOOGLAlphabet Inc.	$4.91M	2.75%	0.00%	+36.6%	Q1 2025
AVGOBroadcom Inc.	$4.73M	2.65%	0.00%	-11.3%	Q1 2025
COSTCostco Wholesale Corp	$3.94M	2.21%	0.00%	-26.5%	Q1 2025
JNJJohnson & Johnson	$3.53M	1.98%	0.00%	+638.1%	Q4 2025
GEVGE Vernova Inc.	$2.91M	1.63%	0.00%	+141.9%	Q2 2025
CCitigroup Inc	$2.41M	1.35%	0.00%	-20.7%	Q3 2025
BABoeing Co	$2.35M	1.32%	0.00%	+182.2%	Q3 2025
GOOGAlphabet Inc.	$2.32M	1.30%	Not reported	+19.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.2M	1.24%	Not reported	+0.7%	Q1 2025
ROSTRoss Stores, Inc.	$2.11M	1.19%	0.00%	New	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.87M	1.05%	0.00%	+85.2%	Q1 2025
LLYELI LILLY & Co	$1.76M	0.99%	0.00%	+7.3%	Q1 2025
MSFTMicrosoft Corp	$1.5M	0.84%	0.00%	-70.9%	Q1 2025
LRCXLam Research Corp	$1.39M	0.78%	0.00%	Not reported	Q3 2025
GDGeneral Dynamics Corp	$1.27M	0.71%	0.00%	+30.2%	Q1 2025
JPMJPMorgan Chase & Co	$1.18M	0.66%	0.00%	-0.6%	Q1 2025
ISRGIntuitive Surgical Inc	$1.14M	0.64%	0.00%	-1.1%	Q1 2025
PHParker-Hannifin Corp	$1.09M	0.61%	0.00%	New	Q1 2026
STXSeagate Technology Holdings plc	$1.04M	0.58%	0.00%	New	Q1 2026
SOSouthern Co	$971K	0.54%	0.00%	-0.4%	Q1 2025
VRTVertiv Holdings Co	$917K	0.51%	0.00%	-67.7%	Q1 2025
RYRoyal Bank of Canada	$804K	0.45%	0.00%	+52.0%	Q3 2025
VVisa Inc.	$659K	0.37%	0.00%	-20.9%	Q1 2025
CWSSharing Economy International Inc.	$592K	0.33%	Not reported	-25.0%	Q1 2025
HDHome Depot, Inc.	$580K	0.33%	0.00%	+6.2%	Q1 2025
MSMorgan Stanley	$562K	0.32%	0.00%	-33.8%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$486K	0.27%	Not reported	-12.0%	Q1 2025
AMDAdvanced Micro Devices Inc	$485K	0.27%	0.00%	+3.0%	Q2 2025
MUMicron Technology Inc	$478K	0.27%	0.00%	New	Q1 2026
IBMInternational Business Machines Corp	$424K	0.24%	0.00%	-2.6%	Q1 2025
NUENucor Corp	$403K	0.23%	0.00%	New	Q1 2026
NFLXNetflix Inc	$395K	0.22%	0.00%	-1.9%	Q1 2025
LHXL3harris Technologies, Inc.	$395K	0.22%	0.00%	+1.8%	Q1 2025
XOMExxonMobil Holdings Corp	$394K	0.22%	0.00%	New	Q1 2026
ORCLOracle Corp	$393K	0.22%	0.00%	-37.1%	Q1 2025
ETEnergy Transfer LP	$369K	0.21%	0.00%	+15.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$336K	0.19%	Not reported	Not reported	Q1 2025
LMTLockheed Martin Corp	$332K	0.19%	0.00%	+0.6%	Q1 2025
NEMNEWMONT Corp	$272K	0.15%	0.00%	New	Q1 2026
AXPAmerican Express Co	$264K	0.15%	0.00%	+0.2%	Q1 2025

Q4 2025Reported Jan 22, 202651 positions
NVDANvidia Corp	$29.4M	15.92%	0.00%	-2.9%	Q1 2025
AMZNAmazon Com Inc	$15.8M	8.56%	0.00%	+0.4%	Q1 2025
METAMeta Platforms, Inc.	$13M	7.01%	Not reported	-14.9%	Q1 2025
GEGeneral Electric Co	$12.6M	6.84%	0.00%	+3.0%	Q1 2025
PLTRPalantir Technologies Inc.	$10.8M	5.85%	0.00%	+3.7%	Q1 2025
AAPLApple Inc.	$9.2M	4.98%	0.00%	+9.2%	Q1 2025
WMTWalmart Inc.	$7.56M	4.09%	0.00%	+8.8%	Q1 2025
MSFTMicrosoft Corp	$6.76M	3.66%	0.00%	-11.0%	Q1 2025
HWMHowmet Aerospace Inc.	$6.71M	3.63%	0.01%	+16.9%	Q1 2025
GSGoldman Sachs Group Inc	$6.58M	3.56%	0.00%	+34.8%	Q1 2025
AVGOBroadcom Inc.	$5.96M	3.22%	0.00%	+45.4%	Q1 2025
RTXRTX Corp	$5.27M	2.85%	0.00%	+62.5%	Q1 2025
COSTCostco Wholesale Corp	$4.64M	2.51%	0.00%	-26.1%	Q1 2025
GOOGLAlphabet Inc.	$3.91M	2.12%	0.00%	+82.4%	Q1 2025
CCitigroup Inc	$3.12M	1.69%	0.00%	+49.6%	Q3 2025
BRK.BBerkshire Hathaway Inc	$2.29M	1.24%	Not reported	+4.0%	Q1 2025
MAMastercard Inc	$2.14M	1.16%	0.00%	+1.0%	Q1 2025
GOOGAlphabet Inc.	$2.13M	1.15%	Not reported	+16.7%	Q1 2025
LLYELI LILLY & Co	$1.91M	1.03%	0.00%	+231.5%	Q1 2025
VRTVertiv Holdings Co	$1.83M	0.99%	0.00%	+63.0%	Q1 2025
ISRGIntuitive Surgical Inc	$1.42M	0.77%	0.00%	-4.2%	Q1 2025
JPMJPMorgan Chase & Co	$1.3M	0.70%	0.00%	+4.3%	Q1 2025
UBERUber Technologies, Inc	$1.19M	0.65%	0.00%	-36.4%	Q1 2025
BSXBoston Scientific Corp	$1.04M	0.56%	0.00%	-55.2%	Q1 2025
VVisa Inc.	$966K	0.52%	0.00%	+17.6%	Q1 2025
GDGeneral Dynamics Corp	$959K	0.52%	0.00%	-10.6%	Q1 2025
MSMorgan Stanley	$916K	0.50%	0.00%	+58.0%	Q1 2025
BABoeing Co	$910K	0.49%	0.00%	+193.6%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$909K	0.49%	0.00%	+43.9%	Q1 2025
GEVGE Vernova Inc.	$902K	0.49%	0.00%	+8.9%	Q2 2025
SOSouthern Co	$880K	0.48%	0.00%	0.0%	Q1 2025
CWSSharing Economy International Inc.	$838K	0.45%	Not reported	-5.5%	Q1 2025
ORCLOracle Corp	$828K	0.45%	0.00%	-21.6%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$579K	0.31%	Not reported	+2.5%	Q1 2025
HDHome Depot, Inc.	$571K	0.31%	0.00%	-50.9%	Q1 2025
RYRoyal Bank of Canada	$558K	0.30%	0.00%	Not reported	Q3 2025
IBMInternational Business Machines Corp	$533K	0.29%	0.00%	+0.3%	Q1 2025
AMDAdvanced Micro Devices Inc	$496K	0.27%	0.00%	Not reported	Q2 2025
AEPAmerican Electric Power Co Inc	$475K	0.26%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$405K	0.22%	0.00%	New	Q4 2025
ANETArista Networks, Inc.	$400K	0.22%	0.00%	+92.9%	Q1 2025
NFLXNetflix Inc	$393K	0.21%	0.00%	-56.4%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$357K	0.19%	Not reported	+0.3%	Q1 2025
LHXL3harris Technologies, Inc.	$330K	0.18%	0.00%	-67.0%	Q1 2025
AXPAmerican Express Co	$323K	0.17%	0.00%	-5.3%	Q1 2025
ETEnergy Transfer LP	$274K	0.15%	0.00%	-32.6%	Q1 2025
LMTLockheed Martin Corp	$264K	0.14%	0.00%	+2.4%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$263K	0.14%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$233K	0.13%	0.00%	-14.8%	Q3 2025
PANWPalo Alto Networks Inc	$232K	0.13%	0.00%	Not reported	Q2 2025

Q3 2025Reported Oct 20, 202552 positions
NVDANvidia Corp	$30.3M	16.87%	0.00%	+0.9%	Q1 2025
METAMeta Platforms, Inc.	$16.9M	9.43%	Not reported	-3.9%	Q1 2025
AMZNAmazon Com Inc	$15M	8.35%	0.00%	+3.3%	Q1 2025
GEGeneral Electric Co	$12M	6.67%	0.00%	+1.5%	Q1 2025
PLTRPalantir Technologies Inc.	$10.7M	5.96%	0.00%	+9.3%	Q1 2025
MSFTMicrosoft Corp	$8.13M	4.53%	0.00%	+20.3%	Q1 2025
AAPLApple Inc.	$7.89M	4.39%	0.00%	+15.2%	Q1 2025
COSTCostco Wholesale Corp	$6.73M	3.75%	0.00%	-14.0%	Q1 2025
WMTWalmart Inc.	$6.43M	3.58%	0.00%	+6.9%	Q1 2025
HWMHowmet Aerospace Inc.	$5.5M	3.06%	0.01%	-30.2%	Q1 2025
GSGoldman Sachs Group Inc	$4.42M	2.46%	0.00%	+24.5%	Q1 2025
AVGOBroadcom Inc.	$3.91M	2.18%	0.00%	+251.5%	Q1 2025
RTXRTX Corp	$2.96M	1.65%	0.00%	Not reported	Q1 2025
BSXBoston Scientific Corp	$2.37M	1.32%	0.00%	-27.3%	Q1 2025
UBERUber Technologies, Inc	$2.25M	1.25%	0.00%	-5.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.21M	1.23%	Not reported	+0.2%	Q1 2025
MAMastercard Inc	$2.11M	1.18%	0.00%	-21.4%	Q1 2025
CCitigroup Inc	$1.82M	1.01%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$1.67M	0.93%	0.00%	+159.8%	Q1 2025
ORCLOracle Corp	$1.52M	0.85%	0.00%	+103.8%	Q1 2025
GOOGAlphabet Inc.	$1.42M	0.79%	Not reported	+8.9%	Q1 2025
HDHome Depot, Inc.	$1.37M	0.76%	0.00%	+128.6%	Q1 2025
JPMJPMorgan Chase & Co	$1.22M	0.68%	0.00%	-3.8%	Q1 2025
ISRGIntuitive Surgical Inc	$1.17M	0.65%	0.00%	-4.3%	Q1 2025
NFLXNetflix Inc	$1.15M	0.64%	0.00%	-63.1%	Q1 2025
GDGeneral Dynamics Corp	$1.09M	0.60%	0.00%	Not reported	Q1 2025
VRTVertiv Holdings Co	$1.05M	0.58%	0.00%	+48.0%	Q1 2025
LHXL3harris Technologies, Inc.	$1.04M	0.58%	0.00%	+237.9%	Q1 2025
SOSouthern Co	$957K	0.53%	0.00%	0.0%	Q1 2025
CWSSharing Economy International Inc.	$885K	0.49%	Not reported	-3.0%	Q1 2025
IBITiShares Bitcoin Trust ETF	$849K	0.47%	0.00%	New	Q3 2025
DHIHorton D R Inc	$840K	0.47%	0.00%	New	Q3 2025
VVisa Inc.	$800K	0.45%	0.00%	-76.2%	Q1 2025
GEVGE Vernova Inc.	$779K	0.43%	0.00%	+92.0%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$581K	0.32%	0.00%	+5.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$552K	0.31%	Not reported	+1.1%	Q1 2025
MSMorgan Stanley	$519K	0.29%	0.00%	+0.6%	Q1 2025
IBMInternational Business Machines Corp	$506K	0.28%	0.00%	+0.6%	Q1 2025
LRCXLam Research Corp	$482K	0.27%	0.00%	New	Q3 2025
RYRoyal Bank of Canada	$482K	0.27%	0.00%	New	Q3 2025
ETEnergy Transfer LP	$422K	0.24%	0.00%	-55.2%	Q1 2025
LLYELI LILLY & Co	$410K	0.23%	0.00%	-62.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$348K	0.19%	Not reported	Not reported	Q1 2025
BABoeing Co	$308K	0.17%	0.00%	New	Q3 2025
AXPAmerican Express Co	$306K	0.17%	0.00%	-0.3%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$275K	0.15%	0.00%	-83.6%	Q1 2025
TSLATesla, Inc.	$271K	0.15%	0.00%	New	Q3 2025
LMTLockheed Martin Corp	$266K	0.15%	0.00%	+0.8%	Q1 2025
PANWPalo Alto Networks Inc	$256K	0.14%	0.00%	-2.2%	Q2 2025
TMUST-Mobile US, Inc.	$245K	0.14%	0.00%	-25.2%	Q1 2025

Premium opens every quarter this fund has filed