Kingsman Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Pensacola, FL
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$178,199
Net value change ($000)
-6,718 (-3.6%)
New positions
12
Sold out positions
8
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JNJ 3,127 772.1%
RTX 2,594 49.3%
ROST 2,112 NEW
GEV 2,011 222.9%
HWM 1,899 28.3%
BA 1,443 158.6%
LRCX 1,388 NEW
PH 1,092 NEW
STX 1,035 NEW
PVAL 1,000 118.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,257 -77.8%
PLTR -3,099 -28.7%
META -2,875 -22.2%
AMZN -2,584 -16.3%
NVDA -2,396 -8.1%
MA -2,144 -100.0%
AVGO -1,234 -20.7%
IYW -1,022 -14.3%
UBER -967 -81.0%
GE -956 -7.6%
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