Kingsman Wealth Management, Inc.
SEC Form 13F institutional filer · CIK 0002066184
13F-HR · 57 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
64.4%
Kingsman Wealth Management, Inc. — $171M AUM allocation strategy
Kingsman Wealth Management, Inc. files SEC Form 13F and reports $171M of long US equity value across 57 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.4%, followed by Industrials 19.6% and Communication Services 10.1%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Kingsman Wealth Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$171M
total across 57 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$JNJ +12.5K sh · +$3.13M+$RTX +12K sh · +$2.59M+$BA +7.63K sh · +$1.44M
Biggest trims (shares)
−$UBER −11.5K sh · −$967K−$MSFT −9.92K sh · −$5.26M−$PLTR −8.1K sh · −$3.1M
Exited to nil (held last quarter, gone now)
$MA ($2.14M last qtr)$AEP ($475K last qtr)$ANET ($400K last qtr)$TSLA ($233K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors18.7%—
- Aerospace & Defense17.9%—
- Interactive Media & Services10.1%—
- Broadline Retail7.8%—
- Consumer Staples Merchandise Retail7.2%—
- Technology Hardware, Storage & Peripherals5.3%—
- Application Software4.5%—
- Investment Banking & Brokerage3.7%—
- Other holdings24.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 155K | $27M | -2.78K | 15.8% |
| $AMZN | Amazon.com Inc | 63.6K | $13.2M | -4.99K | 7.8% |
| $GE | GE Aerospace | 41.2K | $11.7M | +138 | 6.8% |
| $META | Meta Platforms Inc | 17.6K | $10.1M | -2.01K | 5.9% |
| $AAPL | Apple Inc | 35.4K | $9M | +1.6K | 5.3% |
| $HWM | Howmet Aerospace Inc | 37.4K | $8.61M | +4.63K | 5.0% |
| $WMT | Walmart Inc | 68.3K | $8.49M | +432 | 5.0% |
| $RTX | RTX Corporation | 40.7K | $7.86M | +12K | 4.6% |
| $PLTR | Palantir Technologies Inc | 52.7K | $7.71M | -8.1K | 4.5% |
| $GS | Goldman Sachs Group Inc | 7.38K | $6.25M | -99 | 3.7% |
…and 47 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.