DOSSIER · 13F-HR · Q3 2026

Kingsman Wealth Management, Inc.

$224M in tracked AUM across 82 positions as of Q3 2026.

KW
CIK 0002066184 · last filed Sep 30, 2026
Total AUM
$224M
as of Q3 2026
Holdings
82
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Portfolio Overview

Kingsman Wealth Management, Inc. has reported a significant expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 99.9%, growing from $92.51 million in the prior quarter to $184.92 million. This near-doubling of assets under management (AUM) suggests substantial capital inflows or a consolidation of reporting entities. The portfolio consists of 66 holdings, reflecting a diversified strategy that blends high-conviction a...

The portfolio structure shows a "Barbell" approach to risk and diversification. While the top holdings are heavily concentrated in specific secular growth themes—particularly Technology and Aerospace—the manager utilizes a tail of smaller positions and ETFs to provide diversification. The presence of 11 ETFs alongside 55 individual stocks indicates a strategy where core exposure may be outsourced to indices while alpha generation is sought through concentrated active bets in specific sectors.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$34M151K15.4%
02
AMZN
AMAZON COM INC
$16M65K7.2%
03
AAPL
APPLE INC
$15M45K6.8%
04
GE
GE AEROSPACE
$12M37K5.2%
05
IYW
ISHARES TR
$9M36K4.2%
06
PLTR
PALANTIR TECHNOLOGIES INC
$8M45K3.8%
07
HWM
HOWMET AEROSPACE INC
$8M35K3.5%
08
GS
GOLDMAN SACHS GROUP INC
$7M8K3.2%
09
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$7M7K3.1%
10
CRWD
CROWDSTRIKE HLDGS INC
$7M26K3.0%

Filing history

2026Q3Sep 30
$224M▲ 4.9%
82 positionsView →
2026Q2Jun 30
$214M▲ 19.9%
76 positionsView →
2026Q1Mar 31
$178M▼ 3.6%
70 positionsView →
2025Q4Dec 31
$185M▲ 2.9%
66 positionsView →
2025Q3Sep 30
$180M▲ 11.9%
69 positionsLocked
2025Q2Jun 30
$161M▲ 149.0%
63 positionsLocked
2025Q1Mar 31
$64M—
28 positionsLocked