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Kingsman Wealth Management, Inc.
Kingsman Wealth Management, Inc. is a registered investment adviser headquartered in Pensacola, Florida. The firm was incorporated in Florida and is primarily focused on providing investment management and advisory services for individuals, families, and potentially small institutions. The company has a small and nimble team, aligning with boutique wealth management practices. As of 2024, it holds SEC registration status.
Investment Strategy
Kingsman Wealth Management specializes in crafting personalized investment portfolios for clients based on their specific financial goals and risk tolerance. The firm generally follows a long-term, diversified investment approach, utilizing a mix of equities, fixed income, and other securities, and may employ both active and passive management based on client needs. The strategy emphasizes risk management and prudent asset allocation.
Latest 13F Filing Activity
Kingsman Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 69 equity positions with a total 13F market value of $180M. The fund increased holdings in Nvidia Corporation, Palantir Technologies Inc., Broadcom Inc. among other positions. Kingsman Wealth Management, Inc. reduced exposure to Visa Inc., Netflix Inc., Howmet Aerospace Inc. among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 16.87% | $30.3M | 162,483 | $109.14 | $186.58 | +$4.9M |
M META | META PLATFORMS INC | 9.43% | $16.9M | 23,076 | $579.22 | $734.38 | -$772.1K |
A AMZN | AMAZON COM INC | 8.35% | $15.0M | 68,291 | $192.05 | $219.57 | +$485.1K |
G GE | GE AEROSPACE | 6.67% | $12.0M | 39,847 | $201.63 | $300.82 | +$1.9M |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.96% | $10.7M | 58,674 | $109.89 | $182.42 | +$3.4M |
Industry Allocation
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