Kingsman Wealth Management
PENSACOLA, FLfiles as Kingsman Wealth Management, Inc.
$214m in 76 US stocks at the end of 30 June 2026. The top 10 are 57.1% of the money. It changed about 19.0% of the portfolio this quarter.
Value
$214m
Stocks
76
Top 10 share
57.1%
Turnover
19.0%
What changed this quarter
New
Bought for the first time this quarter.
- Quanta ServicesPWR1.4% of the fund
- CorningGLW0.8% of the fund
- Dell TechnologiesDELL0.6% of the fund
- Coca-ColaKO0.6% of the fund
- Cisco SystemsCSCO0.5% of the fund
- NextEra EnergyNEE0.3% of the fund
- Space Exploration TechnologiesSPCX0.2% of the fund
- TeslaTSLA0.1% of the fund
- Vanguard Tax-Managed FDSVEA0.1% of the fund
- Spdr Series TrustSPYM0.1% of the fund
- Vanguard Index FDSVV0.1% of the fund
- Vanguard World FDMGK<0.1% of the fund
- Cadence Design SystemsCDNS<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL5.5% of the fund+14%
- Howmet AerospaceHWM4.9% of the fund+4%
- Goldman Sachs GroupGS3.7% of the fund+5%
- BroadcomAVGO3.3% of the fund+22%
- Seagate Technology HoldingsSTX3.1% of the fund+158%
- Lam ResearchLRCX2.9% of the fund+119%
- GE VernovaGEV2.5% of the fund+36%
- Taiwan Semiconductor ManufacturingTSM2.3% of the fund+87%
- Micron TechnologyMU1.7% of the fund+125%
- Eli LillyLLY1.6% of the fund+48%
- Vertiv HoldingsVRT1.3% of the fund+122%
- CrowdStrike HoldingsCRWD1.3% of the fund+460%
- Advanced Micro DevicesAMD1.1% of the fund+63%
- NucorNUE0.8% of the fund+210%
- MicrosoftMSFT0.7% of the fund+2%
- JPMorgan ChaseJPM0.6% of the fund+2%
- Royal Bank of CanadaRY0.5% of the fund+8%
Cut
Sold some of their stake.
- General ElectricGE6.7% of the fund-7%
- Meta PlatformsMETA4.0% of the fund-14%
- WalmartWMT3.5% of the fund-3%
- Palantir TechnologiesPLTR2.5% of the fund-14%
- Costco WholesaleCOST1.5% of the fund-15%
- CitigroupC1.3% of the fund-8%
- AlphabetGOOGL1.2% of the fund-57%
- Johnson & JohnsonJNJ0.9% of the fund-49%
- Putnam ETF TrustPVAL0.9% of the fund-10%
- Berkshire HathawayBRK-B0.8% of the fund-30%
- BoeingBA0.5% of the fund-59%
- RTXRTX0.5% of the fund-87%
- Morgan StanleyMS0.3% of the fund-8%
- VisaV0.3% of the fund-13%
- Home DepotHD0.3% of the fund-3%
- General DynamicsGD0.3% of the fund-55%
- Ross StoresROST0.3% of the fund-73%
- Intuitive SurgicalISRG0.2% of the fund-53%
- Palo Alto NetworksPANW0.2% of the fund-14%
- International Business MachinesIBM0.2% of the fund-28%
- Energy Transfer L PET0.2% of the fund-10%
- L3harris TechnologiesLHX0.1% of the fund-9%
- Advisorshares TRCWS0.1% of the fund-54%
- ExxonMobil HoldingsXOM0.1% of the fund-14%
- NetflixNFLX0.1% of the fund-23%
Sold out
Sold their entire stake.
- Parker-HannifinPH-100%
- NewmontNEM-100%
- Uber TechnologiesUBER-100%
- Boston ScientificBSX-100%
- Baker HughesBKR-100%
- Northrop GrummanNOC-100%
- Banco SantanderSAN-100%
Holdings
- Ishares TRIYW
- Share
- 3.9%
- Value
- $8m
- Shares
- 33,318
Held
- Putnam ETF TrustPVAL
- Share
- 0.9%
- Value
- $2m
- Shares
- 35,952
-10%
- Vanguard Index FDSVTI
- Share
- 0.5%
- Value
- $1m
- Shares
- 3,127
Held
- Royal Bank of CanadaRY
- Share
- 0.5%
- Value
- $1m
- Shares
- 5,345
+8%
- Ishares TRIEFA
- Share
- 0.4%
- Value
- $748,254
- Shares
- 7,748
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $554,384
- Shares
- 742
Held
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $510,734
- Shares
- 5,295
Held
- Schwab Strategic TRSCHD
- Share
- 0.2%
- Value
- $502,960
- Shares
- 15,861
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $478,590
- Shares
- 2,196
Held
- Ishares TRIJR
- Share
- 0.2%
- Value
- $431,019
- Shares
- 2,906
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $428,777
- Shares
- 582
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $379,309
- Shares
- 2,220
New
- Energy Transfer L PET
- Share
- 0.2%
- Value
- $329,281
- Shares
- 17,222
-10%
- Fidelity Merrimack STR TRFBND
- Share
- 0.1%
- Value
- $288,421
- Shares
- 6,340
Held
- Advisorshares TRCWS
- Share
- 0.1%
- Value
- $287,329
- Shares
- 4,214
-54%
- Vanguard World FDMGV
- Share
- 0.1%
- Value
- $284,455
- Shares
- 1,740
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.1%
- Value
- $258,648
- Shares
- 3,630
New
- Vanguard Index FDSVXF
- Share
- 0.1%
- Value
- $252,043
- Shares
- 1,024
Held
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $242,798
- Shares
- 1,026
Held
- Spdr Series TrustSPYM
- Share
- 0.1%
- Value
- $236,669
- Shares
- 2,693
New
- Vanguard Index FDSVV
- Share
- 0.1%
- Value
- $216,616
- Shares
- 630
New
- Vanguard World FDMGK
- Share
- <0.1%
- Value
- $210,550
- Shares
- 2,395
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 14.5% | $31m | 154,610 | Held |
| Amazon.comAMZN | 7.2% | $15m | 64,679 | Held |
| General ElectricGE | 6.7% | $14m | 38,254 | -7% |
| AppleAAPL | 5.5% | $12m | 40,274 | +14% |
| Howmet AerospaceHWM | 4.9% | $10m | 38,769 | +4% |
| Meta PlatformsMETA | 4.0% | $9m | 15,211 | -14% |
| Ishares TRIYW | 3.9% | $8m | 33,318 | Held |
| Goldman Sachs GroupGS | 3.7% | $8m | 7,766 | +5% |
| WalmartWMT | 3.5% | $7m | 66,198 | -3% |
| BroadcomAVGO | 3.3% | $7m | 18,587 | +22% |
| Seagate Technology HoldingsSTX | 3.1% | $7m | 6,812 | +158% |
| Lam ResearchLRCX | 2.9% | $6m | 14,236 | +119% |
| GE VernovaGEV | 2.5% | $5m | 4,530 | +36% |
| Palantir TechnologiesPLTR | 2.5% | $5m | 45,119 | -14% |
| Taiwan Semiconductor ManufacturingTSM | 2.3% | $5m | 10,369 | +87% |
| Micron TechnologyMU | 1.7% | $4m | 3,178 | +125% |
| Eli LillyLLY | 1.6% | $3m | 2,833 | +48% |
| Costco WholesaleCOST | 1.5% | $3m | 3,361 | -15% |
| Quanta ServicesPWR | 1.4% | $3m | 4,115 | New |
| AlphabetGOOG | 1.3% | $3m | 7,979 | Held |
| CitigroupC | 1.3% | $3m | 19,424 | -8% |
| Vertiv HoldingsVRT | 1.3% | $3m | 8,110 | +122% |
| CrowdStrike HoldingsCRWD | 1.3% | $3m | 3,542 | +460% |
| AlphabetGOOGL | 1.2% | $3m | 7,374 | -57% |
| Advanced Micro DevicesAMD | 1.1% | $2m | 3,893 | +63% |
| Johnson & JohnsonJNJ | 0.9% | $2m | 7,347 | -49% |
| Putnam ETF TrustPVAL | 0.9% | $2m | 35,952 | -10% |
| CorningGLW | 0.8% | $2m | 6,688 | New |
| NucorNUE | 0.8% | $2m | 7,400 | +210% |
| Berkshire HathawayBRK-B | 0.8% | $2m | 3,224 | -30% |
| MicrosoftMSFT | 0.7% | $2m | 4,147 | +2% |
| JPMorgan ChaseJPM | 0.6% | $1m | 4,095 | +2% |
| Dell TechnologiesDELL | 0.6% | $1m | 2,778 | New |
| Coca-ColaKO | 0.6% | $1m | 14,610 | New |
| Vanguard Index FDSVTI | 0.5% | $1m | 3,127 | Held |
| Royal Bank of CanadaRY | 0.5% | $1m | 5,345 | +8% |
| Cisco SystemsCSCO | 0.5% | $1m | 9,280 | New |
| BoeingBA | 0.5% | $1m | 4,791 | -59% |
| RTXRTX | 0.5% | $989,625 | 5,216 | -87% |
| Southern CompanySO | 0.5% | $963,041 | 10,062 | Held |
| Ishares TRIEFA | 0.4% | $748,254 | 7,748 | Held |
| Morgan StanleyMS | 0.3% | $653,674 | 3,127 | -8% |
| VisaV | 0.3% | $652,008 | 1,900 | -13% |
| NextEra EnergyNEE | 0.3% | $614,431 | 7,000 | New |
| Home DepotHD | 0.3% | $604,390 | 1,714 | -3% |
| General DynamicsGD | 0.3% | $586,461 | 1,656 | -55% |
| Ross StoresROST | 0.3% | $562,965 | 2,645 | -73% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $554,384 | 742 | Held |
| Ishares TRUSMV | 0.2% | $510,734 | 5,295 | Held |
| Schwab Strategic TRSCHD | 0.2% | $502,960 | 15,861 | Held |
| Vanguard Index FDSVTV | 0.2% | $478,590 | 2,196 | Held |
| Intuitive SurgicalISRG | 0.2% | $466,876 | 1,174 | -53% |
| Ishares TRIJR | 0.2% | $431,019 | 2,906 | Held |
| Invesco QQQ TRQQQ | 0.2% | $428,777 | 582 | Held |
| Palo Alto NetworksPANW | 0.2% | $414,680 | 1,216 | -14% |
| OracleORCL | 0.2% | $390,403 | 2,664 | Held |
| Space Exploration TechnologiesSPCX | 0.2% | $379,309 | 2,220 | New |
| International Business MachinesIBM | 0.2% | $356,291 | 1,267 | -28% |
| Energy Transfer L PET | 0.2% | $329,281 | 17,222 | -10% |
| L3harris TechnologiesLHX | 0.1% | $303,362 | 1,044 | -9% |
| Fidelity Merrimack STR TRFBND | 0.1% | $288,421 | 6,340 | Held |
| Advisorshares TRCWS | 0.1% | $287,329 | 4,214 | -54% |
| Vanguard World FDMGV | 0.1% | $284,455 | 1,740 | Held |
| Lockheed MartinLMT | 0.1% | $281,393 | 552 | Held |
| TeslaTSLA | 0.1% | $280,540 | 667 | New |
| ExxonMobil HoldingsXOM | 0.1% | $272,093 | 1,990 | -14% |
| Vanguard Tax-Managed FDSVEA | 0.1% | $258,648 | 3,630 | New |
| Vanguard Index FDSVXF | 0.1% | $252,043 | 1,024 | Held |
| Vanguard Specialized FundsVIG | 0.1% | $242,798 | 1,026 | Held |
| Spdr Series TrustSPYM | 0.1% | $236,669 | 2,693 | New |
| NetflixNFLX | 0.1% | $226,338 | 3,170 | -23% |
| American ExpressAXP | 0.1% | $219,550 | 649 | -26% |
| Vanguard Index FDSVV | 0.1% | $216,616 | 630 | New |
| MerckMRK | <0.1% | $213,097 | 1,658 | -3% |
| Vanguard World FDMGK | <0.1% | $210,550 | 2,395 | New |
| Cadence Design SystemsCDNS | <0.1% | $206,426 | 550 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 33.1% since 30 June 2025.
Where the money is
Technology41.4%
Industrials18.2%
Retail & consumer7.9%
Financial services7.6%
Media & telecom6.7%
Everyday goods5.5%
Health care2.8%
Materials0.8%
Utilities0.7%
Energy0.1%
Other8.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.