Kingsman Wealth Management, Inc. 13F Holdings · Q2 2026
Kingsman Wealth Management, Inc. reported 76 securities worth $213.61M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (14.48%), AMZN (7.22%), GE (6.69%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.9M | 14.48% | 154,610 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $15.4M | 7.22% | 64,679 | Added |
| 3 | GE | GE AEROSPACE | $14.3M | 6.69% | 38,254 | Trimmed |
| 4 | AAPL | APPLE INC | $11.7M | 5.46% | 40,274 | Added |
| 5 | HWM | HOWMET AEROSPACE INC | $10.4M | 4.88% | 38,769 | Added |
| 6 | META | META PLATFORMS INC | $8.6M | 4.01% | 15,211 | Trimmed |
| 7 | IYW | ISHARES TR | $8.4M | 3.93% | 33,318 | Trimmed |
| 8 | GS | GOLDMAN SACHS GROUP INC | $7.9M | 3.68% | 7,766 | Added |
| 9 | WMT | WALMART INC | $7.5M | 3.51% | 66,198 | Trimmed |
| 10 | AVGO | BROADCOM INC | $7.0M | 3.29% | 18,587 | Added |
| 11 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.6M | 3.08% | 6,812 | Added |
| 12 | LRCX | LAM RESEARCH CORP | $6.2M | 2.89% | 14,236 | Added |
| 13 | GEV | GE VERNOVA INC | $5.3M | 2.49% | 4,530 | Added |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $5.3M | 2.46% | 45,119 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.0M | 2.32% | 10,369 | Added |
| 16 | MU | MICRON TECHNOLOGY INC | $3.7M | 1.72% | 3,178 | Added |
| 17 | LLY | ELI LILLY & CO | $3.4M | 1.59% | 2,833 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $3.1M | 1.47% | 3,361 | Trimmed |
| 19 | PWR | QUANTA SVCS INC | $3.0M | 1.39% | 4,115 | New |
| 20 | GOOG | ALPHABET INC | $2.8M | 1.32% | 7,979 | Trimmed |
| 21 | C | CITIGROUP INC | $2.7M | 1.27% | 19,424 | Trimmed |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | $2.7M | 1.27% | 3,542 | Added |
| 23 | VRT | VERTIV HOLDINGS CO | $2.7M | 1.27% | 8,110 | Added |
| 24 | GOOGL | ALPHABET INC | $2.6M | 1.23% | 7,374 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $2.3M | 1.06% | 3,893 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR