Kingsman-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AXP",
  "BLK",
  "AVGO",
  "BSX",
  "GD",
  "HD",
  "ISRG",
  "HWM",
  "META",
  null,
  null,
  "LHX",
  null,
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "EQT",
  "GE",
  "IJR",
  "ANET",
  "ORCL",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "LMT",
  "PG",
  "IEFA",
  null,
  "RTX",
  "IBM",
  "UBER",
  "UNM",
  "VIG",
  "TSM",
  "VRT",
  "FTNT",
  "BKR",
  "AMZN",
  null,
  "MGK",
  "MGV",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  "ET",
  "SO",
  "CRM",
  "BK",
  "BRK-B",
  "COST",
  "CRWD",
  "USMV",
  "QQQ",
  "GOOG",
  "LLY",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 64
Total Value: 136784158
Accession Number: 0002066184-25-000003
Form Type: 13F-HR
CIK: kingsman-wealth-management
Manager Name: Kingsman-Wealth-Management

Data Enrichment

91% identified

58 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $136.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

Fortinet, Inc.

FTNT|34959E109

Shares:15.4K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$136.8M)

EQT Corp

EQT|26884L109

Shares:24.0K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$136.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.2K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$136.8M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.2K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$136.8M)

Uber Technologies, Inc

UBER|90353T100

Shares:13.4K

Value:$973.9K

% of Portfolio:0.7% ($973.9K/$136.8M)

SOUTHERN CO

SO|842587107

Shares:10.1K

Value:$929.7K

% of Portfolio:0.7% ($929.7K/$136.8M)

Arista Networks, Inc.

ANET|040413205

Shares:11.3K

Value:$877.5K

% of Portfolio:0.6% ($877.5K/$136.8M)

00768Y560

Shares:13.2K

Value:$866.5K

% of Portfolio:0.6% ($866.5K/$136.8M)

HOME DEPOT, INC.

HD|437076102

Shares:2.3K

Value:$852.8K

% of Portfolio:0.6% ($852.8K/$136.8M)

922908769

VTI|922908769

Shares:3.1K

Value:$847.0K

% of Portfolio:0.6% ($847.0K/$136.8M)

Alphabet Inc.

GOOG|02079K107

Shares:5.2K

Value:$815.2K

% of Portfolio:0.6% ($815.2K/$136.8M)

746729300

Shares:21.0K

Value:$799.7K

% of Portfolio:0.6% ($799.7K/$136.8M)

464287804

IJR|464287804

Shares:6.0K

Value:$625.9K

% of Portfolio:0.5% ($625.9K/$136.8M)

Bank of New York Mellon Corp

BK|064058100

Shares:7.2K

Value:$603.9K

% of Portfolio:0.4% ($603.9K/$136.8M)

Unum Group

UNM|91529Y106

Shares:7.2K

Value:$582.4K

% of Portfolio:0.4% ($582.4K/$136.8M)

46432F842

IEFA|46432F842

Shares:7.3K

Value:$555.8K

% of Portfolio:0.4% ($555.8K/$136.8M)

46429B697

USMV|46429B697

Shares:5.7K

Value:$533.1K

% of Portfolio:0.4% ($533.1K/$136.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:836

Value:$467.5K

% of Portfolio:0.3% ($467.5K/$136.8M)

ORACLE CORP

ORCL|68389X105

Shares:3.3K

Value:$456.4K

% of Portfolio:0.3% ($456.4K/$136.8M)

808524797

SCHD|808524797

Shares:16.0K

Value:$446.1K

% of Portfolio:0.3% ($446.1K/$136.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Fortinet, Inc.(FTNTcusip34959E109)	15.4K	QoQ- YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$136.8M)	QoQ- YoY-
EQT Corp(EQTcusip26884L109)	24.0K	QoQ- YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$136.8M)	QoQ- YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.2K	QoQ- YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$136.8M)	QoQ- YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.2K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$136.8M)	QoQ- YoY-
Uber Technologies, Inc(UBERcusip90353T100)	13.4K	QoQ- YoY-	All Managers (Combined)	$973.9K	0.7% ($973.9K/$136.8M)	QoQ- YoY-
SOUTHERN CO(SOcusip842587107)	10.1K	QoQ- YoY-	All Managers (Combined)	$929.7K	0.7% ($929.7K/$136.8M)	QoQ- YoY-
Arista Networks, Inc.(ANETcusip040413205)	11.3K	QoQ- YoY-	All Managers (Combined)	$877.5K	0.6% ($877.5K/$136.8M)	QoQ- YoY-
(cusip00768Y560)✕	13.2K	QoQ- YoY-	All Managers (Combined)	$866.5K	0.6% ($866.5K/$136.8M)	QoQ- YoY-
HOME DEPOT, INC.(HDcusip437076102)	2.3K	QoQ- YoY-	All Managers (Combined)	$852.8K	0.6% ($852.8K/$136.8M)	QoQ- YoY-
(VTIcusip922908769)	3.1K	QoQ- YoY-	All Managers (Combined)	$847.0K	0.6% ($847.0K/$136.8M)	QoQ- YoY-
Alphabet Inc.(GOOGcusip02079K107)	5.2K	QoQ- YoY-	All Managers (Combined)	$815.2K	0.6% ($815.2K/$136.8M)	QoQ- YoY-
(cusip746729300)✕	21.0K	QoQ- YoY-	All Managers (Combined)	$799.7K	0.6% ($799.7K/$136.8M)	QoQ- YoY-
(IJRcusip464287804)	6.0K	QoQ- YoY-	All Managers (Combined)	$625.9K	0.5% ($625.9K/$136.8M)	QoQ- YoY-
Bank of New York Mellon Corp(BKcusip064058100)	7.2K	QoQ- YoY-	All Managers (Combined)	$603.9K	0.4% ($603.9K/$136.8M)	QoQ- YoY-
Unum Group(UNMcusip91529Y106)	7.2K	QoQ- YoY-	All Managers (Combined)	$582.4K	0.4% ($582.4K/$136.8M)	QoQ- YoY-
(IEFAcusip46432F842)	7.3K	QoQ- YoY-	All Managers (Combined)	$555.8K	0.4% ($555.8K/$136.8M)	QoQ- YoY-
(USMVcusip46429B697)	5.7K	QoQ- YoY-	All Managers (Combined)	$533.1K	0.4% ($533.1K/$136.8M)	QoQ- YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	836	QoQ- YoY-	All Managers (Combined)	$467.5K	0.3% ($467.5K/$136.8M)	QoQ- YoY-
ORACLE CORP(ORCLcusip68389X105)	3.3K	QoQ- YoY-	All Managers (Combined)	$456.4K	0.3% ($456.4K/$136.8M)	QoQ- YoY-
(SCHDcusip808524797)	16.0K	QoQ- YoY-	All Managers (Combined)	$446.1K	0.3% ($446.1K/$136.8M)	QoQ- YoY-