HolderBook

Kingsman Wealth Management, Inc.

Reported holdings as of Q2 2026, from 6 quarterly filings.

CIK
2066184
Reported value
$213.6M
Positions
76
Top 10 weight
57.1%
Filed
2026-07-22
Days after quarter end
22

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
NVIDIA CORPORATIONNVDA$30.9M154,61014.48%-0.69pp6qHELD
AMAZON COM INCAMZN$15.4M64,6797.22%-0.21pp6q+1.8%+$265.3K
GE AEROSPACEGE$14.3M38,2546.69%+0.13pp6q-7.1%-$1.1M
APPLE INCAAPL$11.7M40,2745.46%+0.41pp6q+13.6%+$1.4M
HOWMET AEROSPACE INCHWM$10.4M38,7694.88%+0.05pp6q+3.7%+$375.6K
META PLATFORMS INCMETA$8.6M15,2114.01%-1.65pp6q-13.7%-$1.4M
ISHARES TRIYW$8.4M33,3183.93%+0.51pp6q-1.0%-$87.5K
GOLDMAN SACHS GROUP INCGS$7.9M7,7663.68%+0.17pp6q+5.2%+$385.3K
WALMART INCWMT$7.5M66,1983.51%-1.26pp6q-3.1%-$241.5K
BROADCOM INCAVGO$7.0M18,5873.29%+0.63pp6q+21.7%+$1.3M
SEAGATE TECHNOLOGY HLDNGS PLSTX$6.6M6,8123.08%+2.50pp2q+157.8%+$4.0M
LAM RESEARCH CORPLRCX$6.2M14,2362.89%+2.11pp2q+119.2%+$3.4M
GE VERNOVA INCGEV$5.3M4,5302.49%+0.86pp5q+35.7%+$1.4M
PALANTIR TECHNOLOGIES INCPLTR$5.3M45,1192.46%-1.86pp6q-14.4%-$886.6K
TAIWAN SEMICONDUCTOR MANUFACTSM$5.0M10,3692.32%+1.27pp6q+87.1%+$2.3M
MICRON TECHNOLOGY INCMU$3.7M3,1781.72%+1.45pp2q+124.6%+$2.0M
ELI LILLY & COLLY$3.4M2,8331.59%+0.61pp6q+48.3%+$1.1M
COSTCO WHOLESALE CORPORATIONCOST$3.1M3,3611.47%-0.74pp6q-14.9%-$551.1K
QUANTA SVCS INCPWR$3.0M4,1151.39%-newNEW
ALPHABET INCGOOG$2.8M7,9791.32%+0.02pp6q-1.3%-$36.0K
CITIGROUP INCC$2.7M19,4241.27%-0.08pp4q-8.4%-$250.7K
VERTIV HOLDINGS COVRT$2.7M8,1101.27%+0.76pp6q+121.7%+$1.5M
CROWDSTRIKE HLDGS INCCRWD$2.7M3,5421.27%+1.13pp6q+460.4%+$2.2M
ALPHABET INCGOOGL$2.6M7,3741.23%-1.52pp6q-56.8%-$3.5M
ADVANCED MICRO DEVICES INCAMD$2.3M3,8931.06%+0.79pp3q+63.2%+$876.0K
JOHNSON & JOHNSONJNJ$1.9M7,3470.87%-1.11pp3q-49.2%-$1.8M
PUTNAM ETF TRUSTPVAL$1.8M35,9520.86%-0.18pp6q-9.7%-$196.6K
CORNING INCGLW$1.7M6,6880.80%-newNEW
NUCOR CORPNUE$1.6M7,4000.77%+0.55pp2q+210.1%+$1.1M
BERKSHIRE HATHAWAY INC DELBRKB$1.6M3,2240.76%-0.48pp6q-29.9%-$687.5K
MICROSOFT CORPMSFT$1.5M4,1470.72%-0.12pp6q+2.0%+$31.0K
JPMORGAN CHASE & COJPM$1.3M4,0950.63%-0.03pp6q+2.0%+$26.8K
DELL TECHNOLOGIES INCDELL$1.2M2,7780.56%-newNEW
COCA COLA COKO$1.2M14,6100.56%-newNEW
VANGUARD INDEX FDSVTI$1.2M3,1270.54%-0.02pp6qHELD
ROYAL BK CDARY$1.1M5,3450.52%+0.07pp4q+7.5%+$77.6K
CISCO SYS INCCSCO$1.1M9,2800.51%-newNEW
BOEING COBA$1.0M4,7910.49%-0.83pp4q-59.5%-$1.5M
RTX CORPORATIONRTX$989.6K5,2160.46%-3.95pp4q-87.2%-$6.7M
SOUTHERN COSO$963.0K10,0620.45%-0.09pp6qHELD
ISHARES TRIEFA$748.3K7,7480.35%-0.04pp6q+1.6%+$12.0K
MORGAN STANLEYMS$653.7K3,1270.31%-0.01pp6q-8.4%-$60.2K
VISA INCV$652.0K1,9000.31%-0.06pp6q-12.8%-$96.1K
NEXTERA ENERGY INCNEE$614.4K7,0000.29%-newNEW
HOME DEPOT INCHD$604.4K1,7140.28%-0.04pp6q-2.7%-$16.9K
GENERAL DYNAMICS CORPGD$586.5K1,6560.27%-0.44pp4q-55.4%-$727.1K
ROSS STORES INCROST$563.0K2,6450.26%-0.92pp2q-72.9%-$1.5M
STATE STR SPDR S&P 500 ETF TSPY$554.4K7420.26%-0.01pp6q-0.8%-$4.5K
ISHARES TRUSMV$510.7K5,2950.24%-0.04pp6qHELD
SCHWAB STRATEGIC TRSCHD$503.0K15,8610.24%-0.04pp6qHELD
VANGUARD INDEX FDSVTV$478.6K2,1960.22%-0.02pp6q+0.5%+$2.4K
INTUITIVE SURGICAL INCISRG$466.9K1,1740.22%-0.42pp6q-52.7%-$520.6K
ISHARES TRIJR$431.0K2,9060.20%flat6qHELD
INVESCO QQQ TRQQQ$428.8K5820.20%+0.01pp6qHELD
PALO ALTO NETWORKS INCPANW$414.7K1,2160.19%+0.07pp5q-13.7%-$65.8K
ORACLE CORPORCL$390.4K2,6640.18%-0.04pp6qHELD
SPACE EXPLORATION TECHN CORPSPCX$379.3K2,2200.18%-newNEW
INTERNATIONAL BUSINESS MACHSIBM$356.3K1,2670.17%-0.07pp6q-27.6%-$136.1K
ENERGY TRANSFER L PET$329.3K17,2220.15%-0.05pp6q-9.9%-$36.0K
L3HARRIS TECHNOLOGIES INCLHX$303.4K1,0440.14%-0.08pp6q-8.8%-$29.3K
FIDELITY MERRIMACK STR TRFBND$288.4K6,3400.14%-0.03pp4q+1.1%+$3.3K
ADVISORSHARES TRCWS$287.3K4,2140.13%-0.20pp6q-53.9%-$335.8K
VANGUARD WORLD FDMGV$284.5K1,7400.13%-0.01pp6qHELD
LOCKHEED MARTIN CORPLMT$281.4K5520.13%-0.05pp6q+0.5%+$1.5K
TESLA INCTSLA$280.5K6670.13%-newNEW
EXXON MOBIL CORPXOMXXXX$272.1K1,9900.13%-0.09pp2q-14.3%-$45.4K
VANGUARD TAX-MANAGED FDSVEA$258.6K3,6300.12%-newNEW
VANGUARD INDEX FDSVXF$252.0K1,0240.12%flat4qHELD
VANGUARD SPECIALIZED FUNDSVIG$242.8K1,0260.11%-0.01pp6qHELD
SPDR SERIES TRUSTSPYM$236.7K2,6930.11%-newNEW
NETFLIX INCNFLX$226.3K3,1700.11%-0.12pp6q-22.9%-$67.1K
AMERICAN EXPRESS COAXP$219.6K6490.10%-0.05pp6q-25.7%-$76.1K
VANGUARD INDEX FDSVV$216.6K6300.10%-newNEW
MERCK & CO INCMRK$213.1K1,6580.10%-0.02pp2q-3.1%-$6.8K
VANGUARD WORLD FDMGK$210.6K2,3950.10%-newNEW
CADENCE DESIGN SYSTEM INCCDNS$206.4K5500.10%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 33.3%Retail & Consumer 12.7%Software & IT Services 11.3%Computer Hardware 10.0%Mining & Metals 6.5%Capital Markets 4.0%Industrials 2.9%Biotech & Pharma 2.6%Banks & Lending 2.5%Autos & Aerospace 1.6%Other sectors 4.7%Not classified 8.0%
 
SectorValueShare
Semiconductors & Electronics$71.2M33.3%
Retail & Consumer$27.2M12.7%
Software & IT Services$24.1M11.3%
Computer Hardware$21.3M10.0%
Mining & Metals$13.8M6.5%
Capital Markets$8.5M4.0%
Industrials$6.2M2.9%
Biotech & Pharma$5.5M2.6%
Banks & Lending$5.4M2.5%
Autos & Aerospace$3.5M1.6%
Other sectors$10.0M4.7%
Not classified$17.0M8.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$213.6M76132230757.1%22
Q1 2026$178.2M70122524861.7%21
Q4 2025$184.9M6643220764.4%22
Q3 2025$179.7M69142322866.9%20
Q2 2025$160.5M6382222967.7%16
Q1 2025$136.8M64000064.1%35

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.