2026 Q3 Portfolio Activity
In 2026 Q3, Kingsman Wealth Management, Inc. maintained a portfolio of 91 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 0.54% of the total fund value. They heavily accumulated shares in CROWDSTRIKE HLDGS INC, increasing the position by 624.2%. The fund also reduced its exposure to META PLATFORMS INC by 52.0%.
Position History
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Total Positions
91
Quarter
2026 Q3
Top Holding
NVDA (15.4%)
Top 10 Concentration
55.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 91
Kingsman Wealth Management, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 15.37% | 14.48% |
#1
Prev: #1
|
6.5 |
—
|
-3,871 | -2.5% |
P
S
|
150,739 | $34,425,838 |
$108.87
+54.8%
|
2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.22% | 7.22% |
#2
Prev: #2
|
4.9 |
—
|
277 | 0.4% |
P
S
|
64,956 | $16,183,787 |
$193.15
+34.2%
|
2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
AAPL
APPLE INC
|
Technology | 6.76% | 5.46% |
#3
1
Prev: #4
|
5.7 |
—
|
5,175 | 12.8% |
P
S
|
45,449 | $15,135,286 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GE
GE AEROSPACE
|
Industrials | 5.18% | 6.69% |
#4
1
Prev: #3
|
3.1 |
—
|
-1,123 | -2.9% |
P
S
|
37,131 | $11,595,629 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IYW
ISHARES TR
|
ETF | 4.22% | 3.93% |
#5
2
Prev: #7
|
4.2 |
—
|
2,342 | 7.0% |
P
S
|
35,660 | $9,446,316 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 3.76% | 2.46% |
#6
8
Prev: #14
|
2.0 |
—
|
-120 | -0.3% |
P
S
|
44,999 | $8,417,063 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 3.49% | 4.88% |
#7
2
Prev: #5
|
1.9 |
—
|
-4,224 | -10.9% |
P
S
|
34,545 | $7,813,390 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 3.22% | 3.68% |
#8
Prev: #8
|
1.8 |
—
|
237 | 3.1% |
P
S
|
8,003 | $7,205,572 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 3.05% | 3.08% |
#9
2
Prev: #11
|
3.2 |
—
|
602 | 8.8% |
P
S
|
7,414 | $6,838,152 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 3.03% | 1.27% |
#10
13
Prev: #23
|
4.2 |
—
|
22,108 | 624.2% |
P
S
|
25,650 | $6,790,838 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.98% | 3.29% |
#11
1
Prev: #10
|
1.7 |
—
|
397 | 2.1% |
P
S
|
18,984 | $6,667,104 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.57% | 3.51% |
#12
3
Prev: #9
|
1.5 |
—
|
-10,796 | -16.3% |
P
S
|
55,402 | $5,757,410 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.36% | 4.01% |
#13
7
Prev: #6
|
0.9 |
—
|
-7,913 | -52.0% |
P
S
|
7,298 | $5,292,215 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.35% | 2.32% |
#14
1
Prev: #15
|
2.9 |
—
|
1,183 | 11.4% |
P
S
|
11,552 | $5,269,907 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.33% | 2.89% |
#15
3
Prev: #12
|
2.9 |
—
|
1,685 | 11.8% |
P
S
|
15,921 | $5,230,059 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 1.96% | 2.49% |
#16
3
Prev: #13
|
1.3 |
—
|
80 | 1.8% |
P
S
|
4,610 | $4,381,826 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.94% | 1.72% |
#17
1
Prev: #16
|
3.3 |
—
|
903 | 28.4% |
P
S
|
4,081 | $4,347,085 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.88% | 1.59% |
#18
1
Prev: #17
|
3.3 |
—
|
802 | 28.3% |
P
S
|
3,635 | $4,205,758 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.68% | 0.87% |
#19
7
Prev: #26
|
3.7 |
—
|
6,837 | 93.1% |
P
S
|
14,184 | $3,754,985 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.42% | 1.47% |
#20
2
Prev: #18
|
1.1 |
—
|
123 | 3.7% |
P
S
|
3,484 | $3,171,312 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
V
VISA INC
|
Financial Services | 1.38% | 0.31% |
#21
22
Prev: #43
|
3.6 |
—
|
6,682 | 351.7% |
P
S
|
8,582 | $3,083,651 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.24% | 1.27% |
#22
1
Prev: #21
|
2.5 |
—
|
2,002 | 10.3% |
P
S
|
21,426 | $2,774,186 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.23% | 1.06% |
#23
2
Prev: #25
|
2.5 |
—
|
598 | 15.4% |
P
S
|
4,491 | $2,747,414 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.22% | 1.32% |
#24
4
Prev: #20
|
1.0 |
—
|
31 | 0.4% |
P
S
|
8,010 | $2,729,461 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.20% | 1.23% |
#25
1
Prev: #24
|
2.5 |
—
|
457 | 6.2% |
P
S
|
7,831 | $2,694,647 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.08% | 0.72% |
#26
5
Prev: #31
|
2.4 |
—
|
586 | 14.1% |
P
S
|
4,733 | $2,427,697 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PVAL
PUTNAM ETF TRUS...
|
ETF | 1.03% | 0.86% |
#27
Prev: #27
|
2.9 |
—
|
8,023 | 22.3% |
P
S
|
43,975 | $2,313,965 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.94% | 1.27% |
#28
6
Prev: #22
|
2.4 |
—
|
637 | 7.9% |
P
S
|
8,747 | $2,110,716 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.90% | 0.56% |
#29
5
Prev: #34
|
3.4 |
—
|
8,894 | 60.9% |
P
S
|
23,504 | $2,023,244 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.62% | 0.76% |
#30
Prev: #30
|
0.7 |
—
|
-423 | -13.1% |
P
S
|
2,801 | $1,394,758 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 0.62% | 0.18% |
#31
26
Prev: #57
|
3.2 |
—
|
6,920 | 311.7% |
P
S
|
9,140 | $1,378,860 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.60% | 0.63% |
#32
Prev: #32
|
0.7 |
—
|
-7 | -0.2% |
P
S
|
4,088 | $1,352,288 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.57% | 0.46% |
#33
6
Prev: #39
|
2.7 |
—
|
1,647 | 31.6% |
P
S
|
6,863 | $1,274,121 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.54% | — |
#34
Prev: #—
|
3.7 |
—
|
1,739 | — |
NEW
|
1,739 | $1,218,686 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.52% | 0.54% |
#35
Prev: #35
|
0.7 |
—
|
-10 | -0.3% |
P
S
|
3,117 | $1,166,342 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NUE
NUCOR CORP
|
Basic Materials | 0.47% | 0.77% |
#36
7
Prev: #29
|
0.2 |
—
|
-2,923 | -39.5% |
P
S
|
4,477 | $1,046,582 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.44% | 0.45% |
#37
3
Prev: #40
|
2.2 |
—
|
1,875 | 18.6% |
P
S
|
11,937 | $989,461 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TWLO
TWILIO INC
|
Technology | 0.40% | — |
#38
Prev: #—
|
3.7 |
—
|
3,065 | — |
NEW
|
3,065 | $896,390 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.36% | 0.26% |
#39
8
Prev: #47
|
2.6 |
—
|
821 | 31.0% |
P
S
|
3,466 | $809,057 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BA
BOEING CO
|
Industrials | 0.36% | 0.49% |
#40
2
Prev: #38
|
0.6 |
—
|
-477 | -10.0% |
P
S
|
4,314 | $802,620 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IEFA
ISHARES TR
|
ETF | 0.34% | 0.35% |
#41
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
7,748 | $750,578 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.33% | 0.51% |
#42
5
Prev: #37
|
0.1 |
—
|
-2,408 | -25.9% |
P
S
|
6,872 | $739,613 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.33% | 0.19% |
#43
12
Prev: #55
|
3.1 |
—
|
622 | 51.2% |
P
S
|
1,838 | $730,256 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.30% | 0.31% |
#44
2
Prev: #42
|
2.1 |
—
|
423 | 13.5% |
P
S
|
3,550 | $667,626 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
OMF
ONEMAIN HLDGS I...
|
Financial Services | 0.28% | — |
#45
Prev: #—
|
3.6 |
—
|
11,368 | — |
NEW
|
11,368 | $629,686 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.27% | — |
#46
Prev: #—
|
3.6 |
—
|
1,385 | — |
NEW
|
1,385 | $595,148 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.26% | 0.26% |
#47
1
Prev: #48
|
0.6 |
—
|
14 | 1.9% |
P
S
|
756 | $576,606 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.25% | 0.29% |
#48
4
Prev: #44
|
2.1 |
—
|
411 | 5.9% |
P
S
|
7,411 | $561,318 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TRGP
TARGA RES CORP
|
Energy | 0.24% | — |
#49
Prev: #—
|
3.6 |
—
|
1,978 | — |
NEW
|
1,978 | $534,541 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.24% | 0.22% |
#50
1
Prev: #51
|
2.1 |
—
|
253 | 11.5% |
P
S
|
2,449 | $529,283 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 |
Showing 1-50 of 91 holdings