Filed: 5/5/2025ACC: 0002066184-25-000003
📋 What this filing means
KINGSMAN WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $136.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$136.78M
Total AUM (reported)
926.20K
Total Shares
Allocation by class
COM$86.29M63.1%
CL A$19.84M14.5%
COM NEW$9.36M6.8%
U.S. TECH ETF$3.90M2.9%
CL B NEW$3.25M2.4%
COM CL A$2.27M1.7%
COM UT LTD PTN$1.96M1.4%
Portfolio Concentration
Top 3$43.22M31.6%
4–10$44.43M32.5%
11–25$31.08M22.7%
Rest$18.06M13.2%
Top 3 weight
31.6%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 926.20K
Sole
Full voting authority
926.20K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings64
Rows:
NVIDIA CORPORATION
SOLEShares160.81K
TypeSH
Market value$17.43M
12.74%
Sole
160.81K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares23.58K
TypeSH
Market value$13.59M
9.94%
Sole
23.58K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares64.12K
TypeSH
Market value$12.20M
8.92%
Sole
64.12K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.41K
TypeSH
Market value$9.42M
6.89%
Sole
42.41K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares39.43K
TypeSH
Market value$7.89M
5.77%
Sole
39.43K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares8.10K
TypeSH
Market value$7.66M
5.60%
Sole
8.10K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares9.35K
TypeSH
Market value$5.11M
3.73%
Sole
9.35K
Shared
0.00
None
0.00
WALMART INC
SOLEShares56.58K
TypeSH
Market value$4.97M
3.63%
Sole
56.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.82K
TypeSH
Market value$4.81M
3.52%
Sole
12.82K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares35.21K
TypeSH
Market value$4.57M
3.34%
Sole
35.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.77K
TypeSH
Market value$3.90M
2.85%
Sole
27.77K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.10K
TypeSH
Market value$3.25M
2.37%
Sole
6.10K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares34.29K
TypeSH
Market value$2.89M
2.12%
Sole
34.29K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares26.81K
TypeSH
Market value$2.70M
1.98%
Sole
26.81K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares19.40K
TypeSH
Market value$2.57M
1.88%
Sole
19.40K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares4.67K
TypeSH
Market value$2.56M
1.87%
Sole
4.67K
Shared
0.00
None
0.00
ENERGY TRANSFER L P
SOLEShares105.36K
TypeSH
Market value$1.96M
1.43%
Sole
105.36K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.52K
TypeSH
Market value$1.93M
1.41%
Sole
5.52K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.06K
TypeSH
Market value$1.70M
1.24%
Sole
2.06K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares5.58K
TypeSH
Market value$1.49M
1.09%
Sole
5.58K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares15.45K
TypeSH
Market value$1.49M
1.09%
Sole
15.45K
Shared
0.00
None
0.00
EQT CORP
SOLEShares24.03K
TypeSH
Market value$1.28M
0.94%
Sole
24.03K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.19K
TypeSH
Market value$1.27M
0.93%
Sole
5.19K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares2.22K
TypeSH
Market value$1.10M
0.80%
Sole
2.22K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares13.37K
TypeSH
Market value$973.9K
0.71%
Sole
13.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 160.81K | SH | $17.43M 12.74% | 160.81K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 23.58K | SH | $13.59M 9.94% | 23.58K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 64.12K | SH | $12.20M 8.92% | 64.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.41K | SH | $9.42M 6.89% | 42.41K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 39.43K | SH | $7.89M 5.77% | 39.43K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 8.10K | SH | $7.66M 5.60% | 8.10K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.35K | SH | $5.11M 3.73% | 9.35K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 56.58K | SH | $4.97M 3.63% | 56.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.82K | SH | $4.81M 3.52% | 12.82K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 35.21K | SH | $4.57M 3.34% | 35.21K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 27.77K | SH | $3.90M 2.85% | 27.77K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.10K | SH | $3.25M 2.37% | 6.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 34.29K | SH | $2.89M 2.12% | 34.29K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 26.81K | SH | $2.70M 1.98% | 26.81K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 19.40K | SH | $2.57M 1.88% | 19.40K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.67K | SH | $2.56M 1.87% | 4.67K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 105.36K | SH | $1.96M 1.43% | 105.36K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.52K | SH | $1.93M 1.41% | 5.52K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.06K | SH | $1.70M 1.24% | 2.06K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 5.58K | SH | $1.49M 1.09% | 5.58K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 15.45K | SH | $1.49M 1.09% | 15.45K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 24.03K | SH | $1.28M 0.94% | 24.03K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.19K | SH | $1.27M 0.93% | 5.19K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.22K | SH | $1.10M 0.80% | 2.22K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 13.37K | SH | $973.9K 0.71% | 13.37K | 0.00 | 0.00 |
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