Holdings of Kingsman Wealth Management, Inc.
67 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 62.6 % of the equity sleeve
Sector breakdown
- Technology 31.6 %
- Industrials 21.5 %
- Communication 10.1 %
- Consumer discretionary 9.1 %
- Financials 7.8 %
- Consumer staples 7.1 %
- Funds 4.0 %
- Health care 3.9 %
- Utilities 0.6 %
- Materials 0.4 %
- Energy 0.2 %
- Unattributed 3.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 98.9 %
- TW 1.1 %
- ES 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 65 | 173.8M $ | 98.85 % |
| 2 | TW | 1 | 1.9M $ | 1.07 % |
| 3 | ES | 1 | 143.3K $ | 0.08 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | NVIDIA Corp | 155,069 | 27M $ | |
| 2 | Amazon.com Inc | 63,566 | 13.2M $ | |
| 3 | General Electric Co | 41,197 | 11.7M $ | |
| 4 | Meta Platforms Inc | 17,622 | 10.1M $ | |
| 5 | Apple Inc | 35,449 | 9M $ | |
| 6 | Howmet Aerospace Inc | 37,372 | 8.6M $ | |
| 7 | Walmart Inc | 68,330 | 8.5M $ | |
| 8 | RTX Corp | 40,739 | 7.9M $ | |
| 9 | Palantir Technologies Inc | 52,718 | 7.7M $ | |
| 10 | Goldman Sachs Group Inc/The | 7,385 | 6.2M $ | |
| 11 | iShares U.S. Technology ETF | 33,665 | 6.1M $ | |
| 12 | Alphabet Inc | 17,071 | 4.9M $ | |
| 13 | Broadcom Inc | 15,273 | 4.7M $ | |
| 14 | Costco Wholesale Corp | 3,950 | 3.9M $ | |
| 15 | Johnson & Johnson | 14,451 | 3.5M $ | |
| 16 | GE Vernova Inc | 3,338 | 2.9M $ | |
| 17 | Citigroup Inc | 21,215 | 2.4M $ | |
| 18 | Boeing Co/The | 11,822 | 2.4M $ | |
| 19 | Alphabet Inc | 8,081 | 2.3M $ | |
| 20 | Berkshire Hathaway Inc | 4,598 | 2.2M $ | |
| 21 | Ross Stores Inc | 9,750 | 2.1M $ | |
| 22 | Taiwan Semiconductor Manufacturing Co Ltd | 5,542 | 1.9M $ | |
| 23 | Putnam Focused Large Cap Value ETF | 39,810 | 1.8M $ | |
| 24 | Eli Lilly & Co | 1,910 | 1.8M $ | |
| 25 | Microsoft Corp | 4,064 | 1.5M $ | |
| 26 | Lam Research Corp | 6,494 | 1.4M $ | |
| 27 | General Dynamics Corp | 3,709 | 1.3M $ | |
| 28 | JPMorgan Chase & Co | 4,013 | 1.2M $ | |
| 29 | Intuitive Surgical Inc | 2,483 | 1.1M $ | |
| 30 | Parker-Hannifin Corp | 1,220 | 1.1M $ | |
| 31 | Vanguard Total Stock Market ETF | 3,118 | 1M $ | |
| 32 | Southern Co/The | 10,060 | 971K $ | |
| 33 | Vertiv Holdings Co | 3,658 | 916.7K $ | |
| 34 | iShares Core MSCI EAFE ETF | 7,624 | 690.2K $ | |
| 35 | Visa Inc | 2,180 | 658.9K $ | |
| 36 | Home Depot Inc/The | 1,762 | 579.6K $ | |
| 37 | Morgan Stanley | 3,415 | 562K $ | |
| 38 | iShares MSCI USA Min Vol Factor ETF | 5,278 | 489.5K $ | |
| 39 | Schwab US Dividend Equity ETF | 15,855 | 486.4K $ | |
| 40 | State Street SPDR S&P 500 ETF Trust | 748 | 486.4K $ | |
| 41 | Advanced Micro Devices Inc | 2,385 | 485.2K $ | |
| 42 | Micron Technology Inc | 1,415 | 478.2K $ | |
| 43 | Vanguard Value ETF | 2,185 | 428.7K $ | |
| 44 | International Business Machines Corp. | 1,751 | 424.4K $ | |
| 45 | Nucor Corp | 2,386 | 403.4K $ | |
| 46 | Netflix Inc | 4,110 | 395.2K $ | |
| 47 | L3Harris Technologies Inc | 1,145 | 395.1K $ | |
| 48 | Exxon Mobil Corp | 2,322 | 394K $ | |
| 49 | Oracle Corp | 2,672 | 393.1K $ | |
| 50 | Energy Transfer LP | 19,104 | 368.7K $ | |
| 51 | iShares Core S&P Small-Cap ETF | 2,897 | 360.2K $ | |
| 52 | Invesco QQQ Trust Series 1 | 582 | 336.1K $ | |
| 53 | Lockheed Martin Corp | 549 | 331.7K $ | |
| 54 | Fidelity Total Bond ETF | 6,268 | 286K $ | |
| 55 | Newmont Corp | 2,513 | 272.1K $ | |
| 56 | American Express Co | 874 | 264.4K $ | |
| 57 | Vanguard World Fund | 1,733 | 251.1K $ | |
| 58 | Crowdstrike Holdings Inc | 632 | 246.7K $ | |
| 59 | Uber Technologies Inc | 3,157 | 227.1K $ | |
| 60 | Palo Alto Networks Inc | 1,409 | 225.9K $ | |
| 61 | Boston Scientific Corp | 3,537 | 221.9K $ | |
| 62 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 1,022 | 219.8K $ | |
| 63 | Vanguard Extended Market ETF | 1,021 | 210.2K $ | |
| 64 | Merck & Co Inc | 1,711 | 205.9K $ | |
| 65 | Baker Hughes Co | 3,346 | 204.3K $ | |
| 66 | Northrop Grumman Corp | 296 | 202.2K $ | |
| 67 | Banco Santander SA | 12,700 | 143.3K $ | |