Kingsman Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Pensacola, FL
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$224,053
Net value change ($000)
+10,446 (4.9%)
New positions
16
Sold out positions
10
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CRWD 4,088 151.2%
NVDA 3,490 11.3%
AAPL 3,481 29.9%
PLTR 3,153 59.9%
V 2,432 373.0%
JNJ 1,889 101.2%
VOO 1,219 NEW
IYW 1,042 12.4%
SPACE EXPLORATION TECHN CORP 1,000 263.9%
TWLO 896 NEW
Top Reduces (Value $000, Stocks/ETFs)
META -3,276 -38.2%
PWR -2,963 -100.0%
GE -2,700 -18.9%
HWM -2,610 -25.0%
WMT -1,741 -23.2%
GLW -1,708 -100.0%
RY -1,106 -100.0%
GEV -940 -17.7%
LRCX -939 -15.2%
DELL -744 -62.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type