Vault-13

Kingsman Wealth Management, Inc.

PENSACOLA, FL · CIK 2066184 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$213.6m reported value +19.9% vs Q1 2026
76positions
57.1%in top 10
13 new 30 added 32 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NVIDIA CORPORATION COM NVDA NVDA 154,610 $30.9m14.48% 14.48% ReducedShares held: Q3 2025 162.5k, Q4 2025 157.9k, Q1 2026 155.1k, Q2 2026 154.6k -459 -459 -0.3%
2 AMAZON COM INC COM AMZN AMZN 64,679 $15.4m7.22% 7.22% AddedShares held: Q3 2025 68.3k, Q4 2025 68.6k, Q1 2026 63.6k, Q2 2026 64.7k +1.1k +1,113 1.8%
3 GE AEROSPACE COM NEW GE GE 38,254 $14.3m6.69% 6.69% ReducedShares held: Q3 2025 39.8k, Q4 2025 41.1k, Q1 2026 41.2k, Q2 2026 38.3k -2.9k -2,943 -7.1%
4 APPLE INC COM AAPL AAPL 40,274 $11.7m5.46% 5.46% AddedShares held: Q3 2025 31.0k, Q4 2025 33.8k, Q1 2026 35.4k, Q2 2026 40.3k +4.8k +4,825 13.6%
5 HOWMET AEROSPACE INC COM HWM HWM 38,769 $10.4m4.88% 4.88% AddedShares held: Q3 2025 28.0k, Q4 2025 32.7k, Q1 2026 37.4k, Q2 2026 38.8k +1.4k +1,397 3.7%
6 META PLATFORMS INC CL A META META 15,211 $8.6m4.01% 4.01% ReducedShares held: Q3 2025 23.1k, Q4 2025 19.6k, Q1 2026 17.6k, Q2 2026 15.2k -2.4k -2,411 -13.7%
7 ISHARES TR U.S. TECH ETF IYW IYW 33,318 $8.4m3.93% 3.93% ReducedShares held: Q3 2025 30.7k, Q4 2025 35.7k, Q1 2026 33.7k, Q2 2026 33.3k -347 -347 -1.0%
8 GOLDMAN SACHS GROUP INC COM GS GS 7,766 $7.9m3.68% 3.68% AddedShares held: Q3 2025 5.6k, Q4 2025 7.5k, Q1 2026 7.4k, Q2 2026 7.8k +381 +381 5.2%
9 WALMART INC COM WMT WMT 66,198 $7.5m3.51% 3.51% ReducedShares held: Q3 2025 62.4k, Q4 2025 67.9k, Q1 2026 68.3k, Q2 2026 66.2k -2.1k -2,132 -3.1%
10 BROADCOM INC COM AVGO AVGO 18,587 $7.0m3.29% 3.29% AddedShares held: Q3 2025 11.8k, Q4 2025 17.2k, Q1 2026 15.3k, Q2 2026 18.6k +3.3k +3,314 21.7%
11 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 6,812 $6.6m3.08% 3.08% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.6k, Q2 2026 6.8k +4.2k +4,170 157.8%
12 LAM RESEARCH CORP COM NEW LRCX LRCX 14,236 $6.2m2.89% 2.89% AddedShares held: Q3 2025 3.6k, Q4 2025 0, Q1 2026 6.5k, Q2 2026 14.2k +7.7k +7,742 119.2%
13 GE VERNOVA INC COM GEV GEV 4,530 $5.3m2.49% 2.49% AddedShares held: Q3 2025 1.3k, Q4 2025 1.4k, Q1 2026 3.3k, Q2 2026 4.5k +1.2k +1,192 35.7%
14 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 45,119 $5.3m2.46% 2.46% ReducedShares held: Q3 2025 58.7k, Q4 2025 60.8k, Q1 2026 52.7k, Q2 2026 45.1k -7.6k -7,599 -14.4%
15 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 10,369 $5.0m2.32% 2.32% AddedShares held: Q3 2025 2.1k, Q4 2025 3.0k, Q1 2026 5.5k, Q2 2026 10.4k +4.8k +4,827 87.1%
16 MICRON TECHNOLOGY INC COM MU MU 3,178 $3.7m1.72% 1.72% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.4k, Q2 2026 3.2k +1.8k +1,763 124.6%
17 ELI LILLY & CO COM LLY LLY 2,833 $3.4m1.59% 1.59% AddedShares held: Q3 2025 537, Q4 2025 1.8k, Q1 2026 1.9k, Q2 2026 2.8k +923 +923 48.3%
18 COSTCO WHSL CORP NEW COM COST COST 3,361 $3.1m1.47% 1.47% ReducedShares held: Q3 2025 7.3k, Q4 2025 5.4k, Q1 2026 4.0k, Q2 2026 3.4k -589 -589 -14.9%
19 QUANTA SVCS INC COM PWR PWR 4,115 $3.0m1.39% 1.39% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.1k
20 ALPHABET INC CAP STK CL C GOOG GOOG 7,979 $2.8m1.32% 1.32% ReducedShares held: Q3 2025 5.8k, Q4 2025 6.8k, Q1 2026 8.1k, Q2 2026 8.0k -102 -102 -1.3%
21 CITIGROUP INC COM NEW C C 19,424 $2.7m1.27% 1.27% ReducedShares held: Q3 2025 17.9k, Q4 2025 26.7k, Q1 2026 21.2k, Q2 2026 19.4k -1.8k -1,791 -8.4%
22 VERTIV HOLDINGS CO COM CL A VRT VRT 8,110 $2.7m1.27% 1.27% AddedShares held: Q3 2025 6.9k, Q4 2025 11.3k, Q1 2026 3.7k, Q2 2026 8.1k +4.5k +4,452 121.7%
23 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 3,542 $2.7m1.27% 1.27% AddedShares held: Q3 2025 560, Q4 2025 560, Q1 2026 632, Q2 2026 3.5k +2.9k +2,910 460.4%
24 ALPHABET INC CAP STK CL A GOOGL GOOGL 7,374 $2.6m1.23% 1.23% ReducedShares held: Q3 2025 6.9k, Q4 2025 12.5k, Q1 2026 17.1k, Q2 2026 7.4k -9.7k -9,697 -56.8%
25 ADVANCED MICRO DEVICES INC COM AMD AMD 3,893 $2.3m1.06% 1.06% AddedShares held: Q3 2025 0, Q4 2025 2.3k, Q1 2026 2.4k, Q2 2026 3.9k +1.5k +1,508 63.2%
26 JOHNSON & JOHNSON COM JNJ JNJ 7,347 $1.9m0.87% 0.87% ReducedShares held: Q3 2025 0, Q4 2025 2.0k, Q1 2026 14.5k, Q2 2026 7.3k -7.1k -7,104 -49.2%
27 PUTNAM ETF TRUST FOCUSED LAR CAP PVAL PVAL 35,952 $1.8m0.86% 0.86% ReducedShares held: Q3 2025 18.9k, Q4 2025 18.6k, Q1 2026 39.8k, Q2 2026 36.0k -3.9k -3,858 -9.7%
28 CORNING INC COM GLW GLW 6,688 $1.7m0.80% 0.80% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 6.7k
29 NUCOR CORP COM NUE NUE 7,400 $1.6m0.77% 0.77% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.4k, Q2 2026 7.4k +5.0k +5,014 210.1%
30 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 3,224 $1.6m0.76% 0.76% ReducedShares held: Q3 2025 4.4k, Q4 2025 4.6k, Q1 2026 4.6k, Q2 2026 3.2k -1.4k -1,374 -29.9%
31 MICROSOFT CORP COM MSFT MSFT 4,147 $1.5m0.72% 0.72% AddedShares held: Q3 2025 15.7k, Q4 2025 14.0k, Q1 2026 4.1k, Q2 2026 4.1k +83 +83 2.0%
32 JPMORGAN CHASE & CO COM JPM JPM 4,095 $1.3m0.63% 0.63% AddedShares held: Q3 2025 3.9k, Q4 2025 4.0k, Q1 2026 4.0k, Q2 2026 4.1k +82 +82 2.0%
33 DELL TECHNOLOGIES INC CL C DELL DELL 2,778 $1.2m0.56% 0.56% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.8k
34 COCA COLA CO COM KO KO 14,610 $1.2m0.56% 0.56% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 14.6k
35 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 3,127 $1.2m0.54% 0.54% AddedShares held: Q3 2025 3.1k, Q4 2025 3.1k, Q1 2026 3.1k, Q2 2026 3.1k +9 +9 0.3%
36 ROYAL BK CDA COM RY RY 5,345 $1.1m0.52% 0.52% AddedShares held: Q3 2025 3.3k, Q4 2025 3.3k, Q1 2026 5.0k, Q2 2026 5.3k +375 +375 7.5%
37 CISCO SYS INC COM CSCO CSCO 9,280 $1.1m0.51% 0.51% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 9.3k
38 BOEING CO COM BA BA 4,791 $1.0m0.49% 0.49% ReducedShares held: Q3 2025 1.4k, Q4 2025 4.2k, Q1 2026 11.8k, Q2 2026 4.8k -7.0k -7,031 -59.5%
39 RTX CORPORATION COM RTX RTX 5,216 $989.6k0.46% 0.46% ReducedShares held: Q3 2025 17.7k, Q4 2025 28.7k, Q1 2026 40.7k, Q2 2026 5.2k -35.5k -35,523 -87.2%
40 SOUTHERN CO COM SO SO 10,062 $963.0k0.45% 0.45% AddedShares held: Q3 2025 10.1k, Q4 2025 10.1k, Q1 2026 10.1k, Q2 2026 10.1k +2 +2 0.0%
41 ISHARES TR CORE MSCI EAFE IEFA IEFA 7,748 $748.3k0.35% 0.35% AddedShares held: Q3 2025 7.5k, Q4 2025 7.6k, Q1 2026 7.6k, Q2 2026 7.7k +124 +124 1.6%
42 MORGAN STANLEY COM NEW MS MS 3,127 $653.7k0.31% 0.31% ReducedShares held: Q3 2025 3.3k, Q4 2025 5.2k, Q1 2026 3.4k, Q2 2026 3.1k -288 -288 -8.4%
43 VISA INC COM CL A V V 1,900 $652.0k0.31% 0.31% ReducedShares held: Q3 2025 2.3k, Q4 2025 2.8k, Q1 2026 2.2k, Q2 2026 1.9k -280 -280 -12.8%
44 NEXTERA ENERGY INC COM NEE NEE 7,000 $614.4k0.29% 0.29% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 7.0k
45 HOME DEPOT INC COM HD HD 1,714 $604.4k0.28% 0.28% ReducedShares held: Q3 2025 3.4k, Q4 2025 1.7k, Q1 2026 1.8k, Q2 2026 1.7k -48 -48 -2.7%
46 GENERAL DYNAMICS CORP COM GD GD 1,656 $586.5k0.27% 0.27% ReducedShares held: Q3 2025 3.2k, Q4 2025 2.8k, Q1 2026 3.7k, Q2 2026 1.7k -2.1k -2,053 -55.4%
47 ROSS STORES INC COM ROST ROST 2,645 $563.0k0.26% 0.26% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 9.8k, Q2 2026 2.6k -7.1k -7,105 -72.9%
48 SPDR S&P 500 ETF TR TR UNIT SPY SPY 742 $554.4k0.26% 0.26% ReducedShares held: Q3 2025 829, Q4 2025 850, Q1 2026 748, Q2 2026 742 -6 -6 -0.8%
49 ISHARES TR MSCI USA MIN VOL USMV USMV 5,295 $510.7k0.24% 0.24% AddedShares held: Q3 2025 5.7k, Q4 2025 5.3k, Q1 2026 5.3k, Q2 2026 5.3k +17 +17 0.3%
50 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 15,861 $503.0k0.24% 0.24% AddedShares held: Q3 2025 15.8k, Q4 2025 15.8k, Q1 2026 15.9k, Q2 2026 15.9k +6 +6 0.0%
51 VANGUARD INDEX FDS VALUE ETF VTV VTV 2,196 $478.6k0.22% 0.22% AddedShares held: Q3 2025 2.2k, Q4 2025 2.2k, Q1 2026 2.2k, Q2 2026 2.2k +11 +11 0.5%
52 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 1,174 $466.9k0.22% 0.22% ReducedShares held: Q3 2025 2.6k, Q4 2025 2.5k, Q1 2026 2.5k, Q2 2026 1.2k -1.3k -1,309 -52.7%
53 ISHARES TR CORE S&P SCP ETF IJR IJR 2,906 $431.0k0.20% 0.20% AddedShares held: Q3 2025 3.4k, Q4 2025 3.0k, Q1 2026 2.9k, Q2 2026 2.9k +9 +9 0.3%
54 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 582 $428.8k0.20% 0.20% UnchangedShares held: Q3 2025 580, Q4 2025 582, Q1 2026 582, Q2 2026 582
55 PALO ALTO NETWORKS INC COM PANW PANW 1,216 $414.7k0.19% 0.19% ReducedShares held: Q3 2025 1.3k, Q4 2025 1.3k, Q1 2026 1.4k, Q2 2026 1.2k -193 -193 -13.7%
56 ORACLE CORP COM ORCL ORCL 2,664 $390.4k0.18% 0.18% ReducedShares held: Q3 2025 5.4k, Q4 2025 4.2k, Q1 2026 2.7k, Q2 2026 2.7k -8 -8 -0.3%
57 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX SPCX 2,220 $379.3k0.18% 0.18% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.2k
58 INTERNATIONAL BUSINESS MACHS COM IBM IBM 1,267 $356.3k0.17% 0.17% ReducedShares held: Q3 2025 1.8k, Q4 2025 1.8k, Q1 2026 1.8k, Q2 2026 1.3k -484 -484 -27.6%
59 ENERGY TRANSFER L P COM UT LTD PTN ET ET 17,222 $329.3k0.15% 0.15% ReducedShares held: Q3 2025 24.6k, Q4 2025 16.6k, Q1 2026 19.1k, Q2 2026 17.2k -1.9k -1,882 -9.8%
60 L3HARRIS TECHNOLOGIES INC COM LHX LHX 1,044 $303.4k0.14% 0.14% ReducedShares held: Q3 2025 3.4k, Q4 2025 1.1k, Q1 2026 1.1k, Q2 2026 1.0k -101 -101 -8.8%
61 FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND FBND 6,340 $288.4k0.14% 0.14% AddedShares held: Q3 2025 5.1k, Q4 2025 6.2k, Q1 2026 6.3k, Q2 2026 6.3k +72 +72 1.1%
62 ADVISORSHARES TR ADVISORSHS ETF CWS CWS 4,214 $287.3k0.13% 0.13% ReducedShares held: Q3 2025 12.9k, Q4 2025 12.2k, Q1 2026 9.1k, Q2 2026 4.2k -4.9k -4,925 -53.9%
63 VANGUARD WORLD FD MEGA CAP VAL ETF MGV MGV 1,740 $284.5k0.13% 0.13% AddedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k +7 +7 0.4%
64 LOCKHEED MARTIN CORP COM LMT LMT 552 $281.4k0.13% 0.13% AddedShares held: Q3 2025 533, Q4 2025 546, Q1 2026 549, Q2 2026 552 +3 +3 0.6%
65 TESLA INC COM TSLA TSLA 667 $280.5k0.13% 0.13% NewShares held: Q3 2025 609, Q4 2025 519, Q1 2026 0, Q2 2026 667
66 EXXON MOBIL CORP COM XOM XOM 1,990 $272.1k0.13% 0.13% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.3k, Q2 2026 2.0k -332 -332 -14.3%
67 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 3,630 $258.6k0.12% 0.12% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.6k
68 VANGUARD INDEX FDS EXTEND MKT ETF VXF VXF 1,024 $252.0k0.12% 0.12% AddedShares held: Q3 2025 1.0k, Q4 2025 1.0k, Q1 2026 1.0k, Q2 2026 1.0k +3 +3 0.3%
69 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 1,026 $242.8k0.11% 0.11% AddedShares held: Q3 2025 1.5k, Q4 2025 1.1k, Q1 2026 1.0k, Q2 2026 1.0k +4 +4 0.4%
70 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 2,693 $236.7k0.11% 0.11% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.7k
71 NETFLIX INC COM NFLX NFLX 3,170 $226.3k0.11% 0.11% ReducedShares held: Q3 2025 9.6k, Q4 2025 4.2k, Q1 2026 4.1k, Q2 2026 3.2k -940 -940 -22.9%
72 AMERICAN EXPRESS CO COM AXP AXP 649 $219.6k0.10% 0.10% ReducedShares held: Q3 2025 921, Q4 2025 872, Q1 2026 874, Q2 2026 649 -225 -225 -25.7%
73 VANGUARD INDEX FDS LARGE CAP ETF VV VV 630 $216.6k0.10% 0.10% NewShares held: Q3 2025 667, Q4 2025 671, Q1 2026 0, Q2 2026 630
74 MERCK & CO INC COM MRK MRK 1,658 $213.1k0.10% 0.10% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.7k, Q2 2026 1.7k -53 -53 -3.1%
75 VANGUARD WORLD FD MEGA GRWTH IND MGK MGK 2,395 $210.6k0.10% 0.10% NewShares held: Q3 2025 4.1k, Q4 2025 3.7k, Q1 2026 0, Q2 2026 2.4k
76 CADENCE DESIGN SYSTEM INC COM CDNS CDNS 550 $206.4k0.10% 0.10% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 550

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
PARKER-HANNIFIN CORP PH PH 1,220 $1.1m1.2k shares
NEWMONT CORP NEM NEM 2,513 $272.1k2.5k shares
UBER TECHNOLOGIES INC UBER UBER 3,157 $227.1k3.2k shares
BOSTON SCIENTIFIC CORP BSX BSX 3,537 $221.9k3.5k shares
BAKER HUGHES COMPANY BKR BKR 3,346 $204.3k3.3k shares
NORTHROP GRUMMAN CORP NOC NOC 296 $202.2k296 shares
BANCO SANTANDER S.A. SAN SAN 12,700 $143.3k12.7k shares