Kingsman Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Pensacola, FL
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$213,607
Net value change ($000)
+35,408 (19.9%)
New positions
13
Sold out positions
7
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
STX 5,538 535.1%
LRCX 4,781 344.5%
NVDA 3,892 14.4%
MU 3,190 667.4%
TSM 3,079 164.4%
PWR 2,963 NEW
AAPL 2,657 29.5%
GE 2,605 22.3%
CRWD 2,456 994.3%
GEV 2,409 82.7%
Top Reduces (Value $000, Stocks/ETFs)
RTX -6,869 -87.4%
PLTR -2,448 -31.7%
GOOGL -2,274 -46.3%
JNJ -1,666 -47.2%
ROST -1,549 -73.3%
META -1,514 -15.0%
BA -1,316 -55.9%
PH -1,092 -100.0%
WMT -994 -11.7%
COST -791 -20.1%
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