Kingsman Wealth Management, Inc.

CIK

2066184

Location

PENSACOLA, FL

Portfolio Value

Small $211,958,869

Diversification

Diversified

Filing Date

Global Rank

#6,321 / 8,815 ▲ 114 · as of Jun 2026

Top Industry

Semiconductors 26.4%

Period ended 24 days ago

Filed Oct 13, 2026 · 11d

7 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 57.7%, 19.8 effective positions, active share 57.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

41.4% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.2 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 57.5%; sector active share 23.8% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

81 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.2%

+1.6 pts

Top 5

40.5%

+1.3 pts

Top 10

57.1%

−0.6 pts

HHI

541

Diversified+37

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.0%	$101,833,385	17
Industrials	14.6%	$30,949,633	11
Consumer Cyclical	8.4%	$17,739,543	4
Financial Services	8.1%	$17,108,136	7
Consumer Defensive	5.3%	$11,294,433	4
Communication Services	5.1%	$10,716,180	3
Unclassified	4.5%	$9,558,849	23
Healthcare	3.9%	$8,347,872	3
Energy	0.8%	$1,605,604	5
Utilities	0.7%	$1,550,766	2
Basic Materials	0.6%	$1,254,468	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	+22,108	25,650	$6,790,837
KO	Coca Cola Co	+8,894	23,504	$2,023,224
SPCX	Space Exploration Technologies Corp	+6,920	9,140	$1,378,860
JNJ	Johnson & Johnson	+6,837	14,184	$3,755,072
V	Visa Inc.	+6,682	8,582	$3,083,770
AAPL	Apple Inc.	+5,175	45,449	$15,135,425
IYW	iShares, Inc.	+2,342	35,660	$0
C	Citigroup Inc	+2,002	21,426	$2,774,238
SO	Southern Co	+1,875	11,937	$989,457
LRCX	Lam Research Corp	+1,685	15,921	$5,230,207
RTX	RTX Corp	+1,647	6,863	$1,274,115
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,183	11,552	$5,269,906
MRK	Merck & Co., Inc.	+1,004	2,662	$386,815
MU	Micron Technology Inc	+903	4,081	$4,346,713
ROST	Ross Stores, Inc.	+821	3,466	$808,964
LLY	ELI LILLY & Co	+802	3,635	$4,205,985
XOM	ExxonMobil Holdings Corp	+643	2,633	$428,520
VRT	Vertiv Holdings Co	+637	8,747	$2,110,738
PANW	Palo Alto Networks Inc	+622	1,838	$730,255
STX	Seagate Technology Holdings plc	+602	7,414	$6,838,228
AMD	Advanced Micro Devices Inc	+598	4,491	$2,747,414
MSFT	Microsoft Corp	+586	4,733	$2,427,555
GOOGL	Alphabet Inc.	+457	7,831	$2,694,490
MS	Morgan Stanley	+423	3,550	$667,684
NEE	Nextera Energy Inc	+411	7,411	$561,309
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−10,796	55,402	$5,757,375
META	Meta Platforms, Inc.	−7,913	7,298	$5,292,363
HWM	Howmet Aerospace Inc.	−4,224	34,545	$7,813,388
NVDA	Nvidia Corp	−3,871	150,739	$34,425,772
NUE	Nucor Corp	−2,923	4,477	$1,046,498
CSCO	Cisco Systems, Inc.	−2,408	6,872	$739,633
DELL	Dell Technologies Inc.	−1,934	844	$454,029
GE	General Electric Co	−1,123	37,131	$11,595,639
BA	Boeing Co	−477	4,314	$802,619
BRK-B	Berkshire Hathaway Inc	−423	2,801	$1,394,757
GD	General Dynamics Corp	−348	1,308	$434,033
ET	Energy Transfer LP	−306	16,916	$0
HD	Home Depot, Inc.	−184	1,530	$435,269
PLTR	Palantir Technologies Inc.	−120	44,999	$8,417,062
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−117	2,576	$231,221
IJR	iShares Core S&P Small-Cap ETF	−10	2,896	$393,971
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−10	3,117	$1,166,506
JPM	Jpmorgan Chase & Co	−7	4,088	$1,352,433
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
VOO	VANGUARD 500 INDEX FUND	1,739	$1,218,795
TWLO	Twilio Inc	3,065	$896,389
OMF	OneMain Holdings, Inc.	11,368	$629,673
ETN	Eaton Corp plc	1,385	$595,148
TRGP	Targa Resources Corp.	1,978	$534,673
JIVE	JPMorgan International Value ETF	4,174	$397,448
VLO	Valero Energy Corp	930	$360,477
TGT	Target Corp	2,184	$342,210
VUG	VANGUARD GROWTH INDEX FUND	3,411	$307,365
IVV	iShares Core S&P 500 ETF	400	$306,340
MPC	Marathon Petroleum Corp	713	$281,934
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	1,781	$229,624
AVDV	Avantis International Small Cap Value ETF	1,946	$212,853
FCX	Freeport-Mcmoran Inc	2,971	$207,970
IWB	iShares Russell 1000 ETF	487	$202,655
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	4,115	$2,962,964
GLW	Corning Inc	6,688	$1,708,315
RY	Royal Bank Of Canada	5,345	$1,106,254
ISRG	Intuitive Surgical Inc	1,174	$466,876
CWS	AdvisorShares Focused Equity ETF	4,214	$287,352
—		1,024	$252,119
NFLX	Netflix Inc	3,170	$226,338
AXP	American Express Co	649	$219,524
CDNS	Cadence Design Systems Inc	550	$206,426
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $211,958,869 total · filing declares 82 positions · $224,052,997 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	150,739	-3,871	$34,425,772	+11.3%	16.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	64,956	+277	$16,183,787	+5.0%	7.64%
AAPL	Apple Inc. Technology	Added	45,449	+5,175	$15,135,425	+29.9%	7.14%
GE	General Electric Co Industrials	Reduced	37,131	-1,123	$11,595,639	−18.9%	5.47%
PLTR	Palantir Technologies Inc. Technology	Reduced	44,999	-120	$8,417,062	+59.9%	3.97%
HWM	Howmet Aerospace Inc. Industrials	Reduced	34,545	-4,224	$7,813,388	−25.0%	3.69%
GS	Goldman Sachs Group Inc Financial Services	Added	8,003	+237	$7,205,581	−8.3%	3.40%
STX	Seagate Technology Holdings plc Technology	Added	7,414	+602	$6,838,228	+4.0%	3.23%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	25,650	+22,108	$6,790,837	+151.2%	3.20%
AVGO	Broadcom Inc. Technology	Added	18,984	+397	$6,666,990	−5.0%	3.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	55,402	-10,796	$5,757,375	−23.2%	2.72%
META	Meta Platforms, Inc. Communication Services	Reduced	7,298	-7,913	$5,292,363	−38.2%	2.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,552	+1,183	$5,269,906	+6.4%	2.49%
LRCX	Lam Research Corp Technology	Added	15,921	+1,685	$5,230,207	−15.2%	2.47%
GEV	GE Vernova Inc. Industrials	Added	4,610	+80	$4,381,758	−17.7%	2.07%
MU	Micron Technology Inc Technology	Added	4,081	+903	$4,346,713	+18.5%	2.05%
LLY	ELI LILLY & Co Healthcare	Added	3,635	+802	$4,205,985	+23.8%	1.98%
JNJ	Johnson & Johnson Healthcare	Added	14,184	+6,837	$3,755,072	+101.2%	1.77%
COST	Costco Wholesale Corp Consumer Defensive	Added	3,484	+123	$3,171,624	+0.9%	1.50%
V	Visa Inc. Financial Services	Added	8,582	+6,682	$3,083,770	+373.1%	1.45%
C	Citigroup Inc Financial Services	Added	21,426	+2,002	$2,774,238	+2.0%	1.31%
AMD	Advanced Micro Devices Inc Technology	Added	4,491	+598	$2,747,414	+21.5%	1.30%
GOOG	Alphabet Inc. Communication Services	Added	8,010	+31	$2,729,327	−3.2%	1.29%
GOOGL	Alphabet Inc. Communication Services	Added	7,831	+457	$2,694,490	+2.2%	1.27%
MSFT	Microsoft Corp Technology	Added	4,733	+586	$2,427,555	+56.9%	1.15%
VRT	Vertiv Holdings Co Industrials	Added	8,747	+637	$2,110,738	−22.3%	1.00%
KO	Coca Cola Co Consumer Defensive	Added	23,504	+8,894	$2,023,224	+70.4%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,801	-423	$1,394,757	−13.5%	0.66%
SPCX	Space Exploration Technologies Corp Industrials	Added	9,140	+6,920	$1,378,860	+263.5%	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,088	-7	$1,352,433	+0.9%	0.64%
RTX	RTX Corp Industrials	Added	6,863	+1,647	$1,274,115	+28.7%	0.60%
VOO	VANGUARD 500 INDEX FUND	NEW	1,739	NEW	$1,218,795	NEW	0.58%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	3,117	-10	$1,166,506	+0.8%	0.55%
NUE	Nucor Corp Basic Materials	Reduced	4,477	-2,923	$1,046,498	−36.5%	0.49%
SO	Southern Co Utilities	Added	11,937	+1,875	$989,457	+2.7%	0.47%
TWLO	Twilio Inc Technology	NEW	3,065	NEW	$896,389	NEW	0.42%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	3,466	+821	$808,964	+43.7%	0.38%
BA	Boeing Co Industrials	Reduced	4,314	-477	$802,619	−22.6%	0.38%
IEFA	iShares Core MSCI EAFE ETF	Held	7,748	0	$750,626	+0.3%	0.35%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,872	-2,408	$739,633	−32.1%	0.35%
PANW	Palo Alto Networks Inc Technology	Added	1,838	+622	$730,255	+76.1%	0.34%
MS	Morgan Stanley Financial Services	Added	3,550	+423	$667,684	+2.1%	0.32%
OMF	OneMain Holdings, Inc. Financial Services	NEW	11,368	NEW	$629,673	NEW	0.30%
ETN	Eaton Corp plc Industrials	NEW	1,385	NEW	$595,148	NEW	0.28%
SPY	Spdr S&P 500 ETF Trust	Added	756	+14	$576,548	+4.1%	0.27%
NEE	Nextera Energy Inc Utilities	Added	7,411	+411	$561,309	−8.6%	0.26%
TRGP	Targa Resources Corp. Energy	NEW	1,978	NEW	$534,673	NEW	0.25%
VTV	VANGUARD VALUE INDEX FUND	Added	2,449	+253	$529,179	+10.6%	0.25%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	5,312	+17	$517,601	+1.3%	0.24%
SCHD	Schwab U.S. Dividend Equity ETF	Added	15,867	+6	$516,153	+2.6%	0.24%

Showing the top 50 of 81 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.