Filed: 7/16/2025ACC: 0002066184-25-000004
📋 What this filing means
KINGSMAN WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $160.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$160.50M
Total AUM (reported)
862K
Total Shares
Allocation by class
COM$97.59M60.8%
CL A$29.43M18.3%
COM NEW$12.05M7.5%
U.S. TECH ETF$4.74M3.0%
COM CL A$4.10M2.6%
CL B NEW$2.13M1.3%
COM UT LTD PTN$996.9K0.6%
Portfolio Concentration
Top 3$57.67M35.9%
4–10$50.99M31.8%
11–25$34.45M21.5%
Rest$17.38M10.8%
Top 3 weight
35.9%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 862K
Sole
Full voting authority
862K
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)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
NVIDIA CORPORATION
SOLEShares161.06K
TypeSH
Market value$25.45M
15.85%
Sole
161.06K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares24.01K
TypeSH
Market value$17.72M
11.04%
Sole
24.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares66.14K
TypeSH
Market value$14.51M
9.04%
Sole
66.14K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares39.26K
TypeSH
Market value$10.11M
6.30%
Sole
39.26K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares8.46K
TypeSH
Market value$8.38M
5.22%
Sole
8.46K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares40.14K
TypeSH
Market value$7.47M
4.66%
Sole
40.14K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares53.69K
TypeSH
Market value$7.32M
4.56%
Sole
53.69K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares13.06K
TypeSH
Market value$6.49M
4.05%
Sole
13.06K
Shared
0.00
None
0.00
WALMART INC
SOLEShares58.38K
TypeSH
Market value$5.71M
3.56%
Sole
58.38K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.90K
TypeSH
Market value$5.52M
3.44%
Sole
26.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.35K
TypeSH
Market value$4.74M
2.95%
Sole
27.35K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares33.43K
TypeSH
Market value$3.59M
2.24%
Sole
33.43K
Shared
0.00
None
0.00
VISA INC
SOLEShares9.85K
TypeSH
Market value$3.50M
2.18%
Sole
9.85K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.61K
TypeSH
Market value$3.49M
2.18%
Sole
2.61K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares4.46K
TypeSH
Market value$3.16M
1.97%
Sole
4.46K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares4.73K
TypeSH
Market value$2.66M
1.66%
Sole
4.73K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares24.19K
TypeSH
Market value$2.26M
1.41%
Sole
24.19K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.38K
TypeSH
Market value$2.13M
1.33%
Sole
4.38K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares3.40K
TypeSH
Market value$1.73M
1.08%
Sole
3.40K
Shared
0.00
None
0.00
EQT CORP
SOLEShares25.65K
TypeSH
Market value$1.50M
0.93%
Sole
25.65K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares2.74K
TypeSH
Market value$1.49M
0.93%
Sole
2.74K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares4.03K
TypeSH
Market value$1.17M
0.73%
Sole
4.03K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.42K
TypeSH
Market value$1.10M
0.69%
Sole
1.42K
Shared
0.00
None
0.00
ENERGY TRANSFER L P
SOLEShares54.98K
TypeSH
Market value$996.9K
0.62%
Sole
54.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.34K
TypeSH
Market value$947.8K
0.59%
Sole
5.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 161.06K | SH | $25.45M 15.85% | 161.06K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 24.01K | SH | $17.72M 11.04% | 24.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 66.14K | SH | $14.51M 9.04% | 66.14K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 39.26K | SH | $10.11M 6.30% | 39.26K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 8.46K | SH | $8.38M 5.22% | 8.46K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 40.14K | SH | $7.47M 4.66% | 40.14K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 53.69K | SH | $7.32M 4.56% | 53.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 13.06K | SH | $6.49M 4.05% | 13.06K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 58.38K | SH | $5.71M 3.56% | 58.38K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.90K | SH | $5.52M 3.44% | 26.90K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 27.35K | SH | $4.74M 2.95% | 27.35K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 33.43K | SH | $3.59M 2.24% | 33.43K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9.85K | SH | $3.50M 2.18% | 9.85K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.61K | SH | $3.49M 2.18% | 2.61K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.46K | SH | $3.16M 1.97% | 4.46K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.73K | SH | $2.66M 1.66% | 4.73K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 24.19K | SH | $2.26M 1.41% | 24.19K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.38K | SH | $2.13M 1.33% | 4.38K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.40K | SH | $1.73M 1.08% | 3.40K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 25.65K | SH | $1.50M 0.93% | 25.65K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.74K | SH | $1.49M 0.93% | 2.74K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 4.03K | SH | $1.17M 0.73% | 4.03K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.42K | SH | $1.10M 0.69% | 1.42K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 54.98K | SH | $996.9K 0.62% | 54.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.34K | SH | $947.8K 0.59% | 5.34K | 0.00 | 0.00 |
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