Arkolith/Funds/Kingsman Wealth Management, Inc.

Kingsman Wealth Management, Inc.

CIK 2066184Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Kingsman Wealth Management, Inc. holds a focused book of 76 reported positions worth $213.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Quanta Services Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +39% (+27.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Kingsman Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.

Opened
12
bought for the first time
+9 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
7
exited the position entirely
+4 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+38.6%
+27.1%/yr · since May '25
Their reported book
+33.6%
held from quarter-end
S&P 500
+37.2%
same window
$10K$11K$12K$13K$14KMay '25Aug '25Nov '25Feb '26Jun '26Sep '26
Kingsman Wealth Management, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.0 points over this window.

Growth of $10,000 cloning Kingsman Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
57%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

92% mapped to company sectors

Information Technology
46%
Industrials
15%
Consumer Discretionary
13%
Financials
8%
ETFs / funds
7%
Materials
6%
Health Care
3%
Utilities
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Kingsman Wealth Management, Inc.

Manager / fundShared namesTheir $ in those
United American Securities Inc. (d/b/a UAS Asset Management)11 / 76$462.8M
Hoffman, Alan N Investment Management10 / 76$167.8M
Donor Advised Charitable Giving, Inc.7 / 76$4.4B
BlueSpruce Investments, LP10 / 76$640.6M
Prospect Hill Management, LLC11 / 76$247.7M
Draper Asset Management, LLC12 / 76$182.6M
Greenbrier Partners Capital Management, LLC8 / 76$1.2B
Ketron Financial25 / 76$288.9M

Ranked by the share of each fund's own book sitting in the names it shares with Kingsman Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

76 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$30.9M154.6K
14.5%
−0.3%
Reduced · −459 sh
2Amazon Com Inc
COM
$15.4M64.7K
7.2%
+1.8%
Added · +1K sh
3Ge Aerospace
COM NEW
$14.3M38.3K
6.7%
−7.1%
Reduced · −3K sh
4Apple Inc
COM
$11.7M40.3K
5.5%
+14%
Added · +5K sh
5Howmet Aerospace Inc
COM
$10.4M38.8K
4.9%
+3.7%
Added · +1K sh
6Meta Platforms Inc
CL A
$8.6M15.2K
4.0%
−14%
Reduced · −2K sh
7Ishares TR
U.S. TECH ETF
$8.4M33.3K
3.9%
−1.0%
Reduced · −347 sh
8Goldman Sachs Group Inc
COM
$7.9M7.8K
3.7%
+5.2%
Added · +381 sh
9Walmart Inc
COM
$7.5M66.2K
3.5%
−3.1%
Reduced · −2K sh
10Broadcom Inc
COM
$7.0M18.6K
3.3%
+22%
Added · +3K sh
11Seagate Technology HLDNGS PL
ORD SHS
$6.6M6.8K
3.1%
+158%
Added · +4K sh
12Lam Research Corp
COM NEW
$6.2M14.2K
2.9%
+119%
Added · +8K sh
13Ge Vernova Inc
COM
$5.3M4.5K
2.5%
+36%
Added · +1K sh
14Palantir Technologies Inc
CL A
$5.3M45.1K
2.5%
−14%
Reduced · −8K sh
15Taiwan Semiconductor Manufac
SPONSORED ADS
$5.0M10.4K
2.3%
+87%
Added · +5K sh
16Micron Technology Inc
COM
$3.7M3.2K
1.7%
+125%
Added · +2K sh
17Eli Lilly & Co
COM
$3.4M2.8K
1.6%
+48%
Added · +923 sh
18Costco Wholesale Corporation
COM
$3.1M3.4K
1.5%
−15%
Reduced · −589 sh
19Quanta Svcs Inc
COM
$3.0M4.1K
1.4%
New
New position
20Alphabet Inc
CAP STK CL C
$2.8M8.0K
1.3%
−1.3%
Reduced · −102 sh
21Citigroup Inc
COM NEW
$2.7M19.4K
1.3%
−8.4%
Reduced · −2K sh
22Vertiv Holdings Co
COM CL A
$2.7M8.1K
1.3%
+122%
Added · +4K sh
23Crowdstrike Hldgs Inc
CL A
$2.7M3.5K
1.3%
+460%
Added · +3K sh
24Alphabet Inc
CAP STK CL A
$2.6M7.4K
1.2%
−57%
Reduced · −10K sh
25Advanced Micro Devices Inc
COM
$2.3M3.9K
1.1%
+63%
Added · +2K sh
26Johnson & Johnson
COM
$1.9M7.3K
0.9%
−49%
Reduced · −7K sh
27Putnam ETF Trust
FOCUSED LAR CAP
$1.8M36.0K
0.9%
−9.7%
Reduced · −4K sh
28Corning Inc
COM
$1.7M6.7K
0.8%
New
New position
29Nucor Corp
COM
$1.6M7.4K
0.8%
+210%
Added · +5K sh
30Berkshire Hathaway Inc Del
CL B NEW
$1.6M3.2K
0.8%
−30%
Reduced · −1K sh
31Microsoft Corp
COM
$1.5M4.1K
0.7%
+2.0%
Added · +83 sh
32JPMorgan Chase & Co
COM
$1.3M4.1K
0.6%
+2.0%
Added · +82 sh
33Dell Technologies Inc
CL C
$1.2M2.8K
0.6%
New
New position
34Coca Cola Co
COM
$1.2M14.6K
0.6%
New
New position
35Vanguard Index FDS
TOTAL STK MKT
$1.2M3.1K
0.5%
+0.3%
Added · +9 sh
36Royal BK Cda
COM
$1.1M5.3K
0.5%
+7.5%
Added · +375 sh
37Cisco Sys Inc
COM
$1.1M9.3K
0.5%
New
New position
38Boeing Co
COM
$1.0M4.8K
0.5%
−59%
Reduced · −7K sh
39RTX Corporation
COM
$990K5.2K
0.5%
−87%
Reduced · −36K sh
40Southern Co
COM
$963K10.1K
0.5%
~0%
Added · +2 sh
41Ishares TR
CORE MSCI EAFE
$748K7.7K
0.4%
+1.6%
Added · +124 sh
42Morgan Stanley
COM NEW
$654K3.1K
0.3%
−8.4%
Reduced · −288 sh
43Visa Inc
COM CL A
$652K1.9K
0.3%
−13%
Reduced · −280 sh
44NextEra Energy Inc
COM
$614K7.0K
0.3%
New
New position
45Home Depot Inc
COM
$604K1.7K
0.3%
−2.7%
Reduced · −48 sh
46General Dynamics Corp
COM
$586K1.7K
0.3%
−55%
Reduced · −2K sh
47Ross Stores Inc
COM
$563K2.6K
0.3%
−73%
Reduced · −7K sh
48State STR SPDR S&P 500 ETF T
TR UNIT
$554K742
0.3%
−0.8%
Reduced · −6 sh
49Ishares TR
MSCI USA MIN ETF
$511K5.3K
0.2%
+0.3%
Added · +17 sh
50Schwab Strategic TR
US DIVIDEND EQ
$503K15.9K
0.2%
~0%
Added · +6 sh
Showing 50 of 76 positions
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Filing history

As-of date vs the date the SEC received each filing

$213.6M · Q2 2026Q1 2025 · $136.8MQ2 2026 · $213.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202622d76$213.6M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d70$178.2M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202622d66$184.9M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d69$179.7M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202516d63$160.5M13F-HR
Q1 2025Mar 31, 2025May 5, 202535d64$136.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.