Kingsman Wealth Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002066184

Type: FundHoldings: 64Value: $136.8MLatest: 2025Q1

Kingsman Wealth Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 64 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 4

Sort by:

NVIDIA CORP

NVDA|67066G104

Shares:160.8K

Value:$17.4M

% of Portfolio:12.7% ($17.4M/$136.8M)

Meta Platforms, Inc.

META|30303M102

Shares:23.6K

Value:$13.6M

% of Portfolio:9.9% ($13.6M/$136.8M)

AMAZON COM INC

AMZN|023135106

Shares:64.1K

Value:$12.2M

% of Portfolio:8.9% ($12.2M/$136.8M)

Apple Inc.

AAPL|037833100

Shares:42.4K

Value:$9.4M

% of Portfolio:6.9% ($9.4M/$136.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:39.4K

Value:$7.9M

% of Portfolio:5.8% ($7.9M/$136.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:8.1K

Value:$7.7M

% of Portfolio:5.6% ($7.7M/$136.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:9.3K

Value:$5.1M

% of Portfolio:3.7% ($5.1M/$136.8M)

Walmart Inc.

WMT|931142103

Shares:56.6K

Value:$5.0M

% of Portfolio:3.6% ($5.0M/$136.8M)

MICROSOFT CORP

MSFT|594918104

Shares:12.8K

Value:$4.8M

% of Portfolio:3.5% ($4.8M/$136.8M)

Howmet Aerospace Inc.

HWM|443201108

Shares:35.2K

Value:$4.6M

% of Portfolio:3.3% ($4.6M/$136.8M)

464287721

Shares:27.8K

Value:$3.9M

% of Portfolio:2.9% ($3.9M/$136.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.1K

Value:$3.2M

% of Portfolio:2.4% ($3.2M/$136.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:34.3K

Value:$2.9M

% of Portfolio:2.1% ($2.9M/$136.8M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:26.8K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$136.8M)

RTX Corp

RTX|75513E101

Shares:19.4K

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$136.8M)

Mastercard Inc

MA|57636Q104

Shares:4.7K

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$136.8M)

Energy Transfer LP

ET|29273V100

Shares:105.4K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$136.8M)

VISA INC.

V|92826C839

Shares:5.5K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$136.8M)

ELI LILLY & Co

LLY|532457108

Shares:2.1K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$136.8M)

T-Mobile US, Inc.

TMUS|872590104

Shares:5.6K

Value:$1.5M

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

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	160.8K	QoQ- YoY-	All Managers (Combined)	$17.4M	12.7% ($17.4M/$136.8M)	QoQ- YoY-
Meta Platforms, Inc.(METAcusip30303M102)	23.6K	QoQ- YoY-	All Managers (Combined)	$13.6M	9.9% ($13.6M/$136.8M)	QoQ- YoY-
AMAZON COM INC(AMZNcusip023135106)	64.1K	QoQ- YoY-	All Managers (Combined)	$12.2M	8.9% ($12.2M/$136.8M)	QoQ- YoY-
Apple Inc.(AAPLcusip037833100)	42.4K	QoQ- YoY-	All Managers (Combined)	$9.4M	6.9% ($9.4M/$136.8M)	QoQ- YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	39.4K	QoQ- YoY-	All Managers (Combined)	$7.9M	5.8% ($7.9M/$136.8M)	QoQ- YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	8.1K	QoQ- YoY-	All Managers (Combined)	$7.7M	5.6% ($7.7M/$136.8M)	QoQ- YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	9.3K	QoQ- YoY-	All Managers (Combined)	$5.1M	3.7% ($5.1M/$136.8M)	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	56.6K	QoQ- YoY-	All Managers (Combined)	$5.0M	3.6% ($5.0M/$136.8M)	QoQ- YoY-
MICROSOFT CORP(MSFTcusip594918104)	12.8K	QoQ- YoY-	All Managers (Combined)	$4.8M	3.5% ($4.8M/$136.8M)	QoQ- YoY-
Howmet Aerospace Inc.(HWMcusip443201108)	35.2K	QoQ- YoY-	All Managers (Combined)	$4.6M	3.3% ($4.6M/$136.8M)	QoQ- YoY-
(cusip464287721)✕	27.8K	QoQ- YoY-	All Managers (Combined)	$3.9M	2.9% ($3.9M/$136.8M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.1K	QoQ- YoY-	All Managers (Combined)	$3.2M	2.4% ($3.2M/$136.8M)	QoQ- YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	34.3K	QoQ- YoY-	All Managers (Combined)	$2.9M	2.1% ($2.9M/$136.8M)	QoQ- YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	26.8K	QoQ- YoY-	All Managers (Combined)	$2.7M	2.0% ($2.7M/$136.8M)	QoQ- YoY-
RTX Corp(RTXcusip75513E101)	19.4K	QoQ- YoY-	All Managers (Combined)	$2.6M	1.9% ($2.6M/$136.8M)	QoQ- YoY-
Mastercard Inc(MAcusip57636Q104)	4.7K	QoQ- YoY-	All Managers (Combined)	$2.6M	1.9% ($2.6M/$136.8M)	QoQ- YoY-
Energy Transfer LP(ETcusip29273V100)	105.4K	QoQ- YoY-	All Managers (Combined)	$2.0M	1.4% ($2.0M/$136.8M)	QoQ- YoY-
VISA INC.(Vcusip92826C839)	5.5K	QoQ- YoY-	All Managers (Combined)	$1.9M	1.4% ($1.9M/$136.8M)	QoQ- YoY-
ELI LILLY & Co(LLYcusip532457108)	2.1K	QoQ- YoY-	All Managers (Combined)	$1.7M	1.2% ($1.7M/$136.8M)	QoQ- YoY-
T-Mobile US, Inc.(TMUScusip872590104)	5.6K	QoQ- YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$136.8M)	QoQ- YoY-