Kingsman Wealth Management, Inc.

Q3 2025 13F-HR Holdings

Location
Pensacola, FL
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
69
Total value ($000)
$179,666
Net value change ($000)
+19,163 (11.9%)
New positions
14
Sold out positions
8
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 4,870 19.1%
PLTR 3,384 46.2%
AVGO 2,979 320.7%
RTX 2,957 NEW
AAPL 2,371 43.0%
GE 1,882 18.6%
C 1,815 NEW
MSFT 1,639 25.2%
IYW 1,281 27.0%
GS 1,265 40.1%
Top Reduces (Value $000, Stocks/ETFs)
V -2,698 -77.1%
NFLX -2,341 -67.0%
HWM -1,975 -26.4%
COST -1,643 -19.6%
EQT -1,496 -100.0%
CRWD -1,459 -84.1%
BSX -1,219 -33.9%
T -900 -100.0%
META -772 -4.4%
LLY -694 -62.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type