Kingsman Wealth Management, Inc.

RIA/Wealth

Kingsman Wealth Management, Inc. is a RIA/Wealth based in Pensacola, FL led by Katie Ilene Kingsman, managing $179.7M across 69 long positions as of Q3 2025 with 37% Technology concentration, 67% concentrated in top 10 holdings, and 17% allocation to NVDA.

PresidentKatie Ilene Kingsman

Portfolio Value: $179.7M
Positions: 69
Top Holding: NVDA at 16.87%
Last Reported: Q3 2025

Address41 North Jefferson St, Suite 106, Pensacola, FL, 32502, United States

Top Holdings

Largest long holdings in Kingsman Wealth Management, Inc.'s portfolio (66.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$30.3M	16.87%	+$265.1K Bought	0.00% 162.5K shares	Q1 2025 Held for 8 months
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$16.9M	9.43%	-$683.0K Sold	0.00% 23.1K shares	Q1 2025 Held for 8 months
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$15.0M	8.35%	+$473.2K Bought	0.00% 68.3K shares	Q1 2025 Held for 8 months
4 General Electric GE	Aerospace & Defense Industrials	$12.0M	6.67%	+$176.6K Bought	0.00% 39.8K shares	Q1 2025 Held for 8 months
5 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$10.7M	5.96%	+$908.6K Bought	0.00% 58.7K shares	Q1 2025 Held for 8 months
6 Microsoft MSFT	Software - Infrastructure Technology	$8.1M	4.53%	+$1.4M Bought	0.00% 15.7K shares	Q1 2025 Held for 8 months
7 Apple AAPL	Consumer Electronics Technology	$7.9M	4.39%	+$1.0M Bought	0.00% 31.0K shares	Q1 2025 Held for 8 months
8 Costco Wholesale COST	Discount Stores Consumer Defensive	$6.7M	3.75%	-$1.1M Sold	0.00% 7.3K shares	Q1 2025 Held for 8 months
9 Walmart WMT	Discount Stores Consumer Defensive	$6.4M	3.58%	+$417.0K Bought	0.00% 62.4K shares	Q1 2025 Held for 8 months
10 iShares U.S. Technology IYW	ETF ETF	$6.0M	3.35%	+$663.6K Bought	— 30.7K shares	Q1 2025 Held for 8 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Kingsman Wealth Management, Inc.'s latest filing

See all changes

GthenC

Market Value

$179.7M

Prior: $160.5M

Q/Q Change

+11.94%

+$19.2M

Net Flows % of MV

+1.46%

Turnover Ratio

11.59%

New Purchases

11 stocks

$6.8M

Added To

29 stocks

+$13.2M

Sold Out Of

8 stocks

$4.0M

Reduced Holdings

23 stocks

-$13.4M

Increased Positions

Position	Shares Δ	Change
1 Citigroup C	New	0 → 17.9K +$1.8M
2 iShares U.S. Home Construction ITB	New	0 → 10.5K +$1.1M
3 iShares Bitcoin Trust IBIT	New	0 → 13.1K +$849.5K
4 D.R. Horton DHI	New	0 → 5.0K +$840.2K
5 Lam Research LRCX	New	0 → 3.6K +$482.0K

Decreased Positions

Position	Shares Δ	Change
1 EQT Corporation EQT	Sold	25.6K → 0 −$1.5M
2 AT&T T	Sold	31.1K → 0 −$899.7K
3 Advanced Micro Devices AMD	Sold	2.2K → 0 −$317.1K
4 CME Group CME	Sold	1.1K → 0 −$297.7K
5 Procter & Gamble PG	Sold	1.7K → 0 −$266.3K