{"url":"https://nivawealth.com/firms/kingsman-wealth-management-319238","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319238","regulatoryAum":234954531,"crd":"319238","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1659111","suffix":null,"lastName":"COSGROVE","firstName":"JOHN","middleName":"FREDERICK"},{"crd":"6137013","suffix":null,"lastName":"Kingsman","firstName":"Katie","middleName":"Ilene"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-04-29","regulatoryAum":120156953,"clients":161,"employees":3,"offices":2},{"filedOn":"2025-07-28","regulatoryAum":195590475,"clients":189,"employees":3,"offices":2},{"filedOn":"2026-03-06","regulatoryAum":234954531,"clients":216,"employees":3,"offices":2}],"secFileNumber":"801-129544","legalName":"Kingsman Wealth Management Inc.","displayName":"Kingsman Wealth Management","slug":"kingsman-wealth-management-319238","website":"https://kingsmanwealthmanagement.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/319238/a0fb374d5587f07f-r1.webp","tone":"light","width":591,"height":200,"sourceUrl":"https://www.kingsmanwealth.com/","sourceLabel":"Kingsman Wealth Management Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/kingsman-wealth-management-fiduciary","founded":"2022","organization":"Florida other (specify)","fiscalYearEnd":"December","headquarters":{"street":"320 W Goverment Street","city":"Pensacola","state":"FL","stateName":"Florida","country":"United States","postalCode":"32502"},"tradeNames":[],"registration":{"secApproved":"21 February 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1072352.9953703703,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":234954531,"discretionary":232056595,"discretionaryAccounts":217,"nonDiscretionary":2897936,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":163,"regulatoryAum":44233092},{"label":"High-net-worth individuals","clients":53,"regulatoryAum":187395155},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":2897936},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":428348}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014631","versionId":1014631,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-04","documentName":"KINGSMAN WEALTH MANAGEMENT MARCH 4, 2026 FORM ADV PART 2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:12:33.255466+00:00","documents":[{"name":"KINGSMAN WEALTH MANAGEMENT MARCH 4, 2026 FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014631","versionId":1014631,"submittedOn":"2026-03-04"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":228088463}],"custodyNote":"Kingsman Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Katie Kingsman","title":"President and Chief Compliance Officer","crd":"6137013"}],"ownership":[{"label":"Katie Kingsman","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since March 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"320 W Goverment Street","city":"Pensacola","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"504 Raven Wolf Road","city":"Chattanooga"}]}],"brochureServices":["education planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"850-565-3780","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":76},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":4,"detail":"Alternative Investments"}],"privateFunds":0},"sources":{"adv1FilingDate":"6 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/319238/PDF/319238.pdf","brochureDate":"4 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014631","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kingsman Wealth Management have?","answer":"Kingsman Wealth Management has 216 clients and manages $235 million for them, as of March 2026. They include 163 individual clients and 53 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kingsman Wealth Management offer?","answer":"Kingsman Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kingsman Wealth Management charge?","answer":"Kingsman Wealth Management charges up to 2.00% a year for its Asset Management. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.","source":"KINGSMAN WEALTH MANAGEMENT MARCH 4, 2026 FORM ADV PART 2A, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kingsman Wealth Management use?","answer":"Kingsman Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $228M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kingsman Wealth Management have?","answer":"Kingsman Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kingsman Wealth Management invest in?","answer":"At the end of its last fiscal year, Kingsman Wealth Management’s separately managed accounts held 76% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 4% other and 2% cash and equivalents. The 4% other category is described as: Alternative Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Kingsman Wealth Management have a minimum investment?","answer":"Yes, Kingsman Wealth Management’s minimum account size for its Asset Management is $1M.","source":"KINGSMAN WEALTH MANAGEMENT MARCH 4, 2026 FORM ADV PART 2A, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Kingsman Wealth Management?","answer":"Kingsman Wealth Management’s direct owner is Katie Kingsman (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kingsman Wealth Management get paid?","answer":"Kingsman Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kingsman Wealth Management?","answer":"Kingsman Wealth Management’s main office is at 320 W Goverment Street, Pensacola, FL 32502. Its phone number is 850-565-3780. Its website is kingsmanwealthmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/kingsman-wealth-management-319238/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-22","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2066184/000206618426000003/0002066184-26-000003-index.html","totalValue":213607177,"positionCount":76,"top10Share":0.5714706065330379,"top10":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":30936012,"shares":154610,"shareType":"SH","priorValue":27044109,"priorShares":155069},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":15415593,"shares":64679,"shareType":"SH","priorValue":13238891,"priorShares":63566},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":14296483,"shares":38254,"shareType":"SH","priorValue":11690570,"priorShares":41197},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":11653811,"shares":40274,"shareType":"SH","priorValue":8996537,"priorShares":35449},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":10423433,"shares":38769,"shareType":"SH","priorValue":8612706,"priorShares":37372},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":8568334,"shares":15211,"shareType":"SH","priorValue":10082357,"priorShares":17622},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":8403681,"shares":33318,"shareType":"SH","priorValue":6107457,"priorShares":33665},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":7854113,"shares":7766,"shareType":"SH","priorValue":6247258,"priorShares":7385},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":7497574,"shares":66198,"shareType":"SH","priorValue":8492086,"priorShares":68330},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":7021189,"shares":18587,"shareType":"SH","priorValue":4727135,"priorShares":15273}],"positionsListed":76,"positions":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":30936012,"shares":154610,"shareType":"SH","priorValue":27044109,"priorShares":155069},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":15415593,"shares":64679,"shareType":"SH","priorValue":13238891,"priorShares":63566},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":14296483,"shares":38254,"shareType":"SH","priorValue":11690570,"priorShares":41197},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":11653811,"shares":40274,"shareType":"SH","priorValue":8996537,"priorShares":35449},{"issuer":"HOWMET AEROSPACE INC","titleOfClass":"COM","cusip":"443201108","value":10423433,"shares":38769,"shareType":"SH","priorValue":8612706,"priorShares":37372},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":8568334,"shares":15211,"shareType":"SH","priorValue":10082357,"priorShares":17622},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":8403681,"shares":33318,"shareType":"SH","priorValue":6107457,"priorShares":33665},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":7854113,"shares":7766,"shareType":"SH","priorValue":6247258,"priorShares":7385},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":7497574,"shares":66198,"shareType":"SH","priorValue":8492086,"priorShares":68330},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":7021189,"shares":18587,"shareType":"SH","priorValue":4727135,"priorShares":15273},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":6573411,"shares":6812,"shareType":"SH","priorValue":1035154,"priorShares":2642},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":6168762,"shares":14236,"shareType":"SH","priorValue":1387508,"priorShares":6494},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":5322140,"shares":4530,"shareType":"SH","priorValue":2913443,"priorShares":3338},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":5264034,"shares":45119,"shareType":"SH","priorValue":7711589,"priorShares":52718},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":4951923,"shares":10369,"shareType":"SH","priorValue":1872919,"priorShares":5542},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":3668157,"shares":3178,"shareType":"SH","priorValue":478175,"priorShares":1415},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":3398329,"shares":2833,"shareType":"SH","priorValue":1756781,"priorShares":1910},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":3144548,"shares":3361,"shareType":"SH","priorValue":3936053,"priorShares":3950},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":2962992,"shares":4115,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2819377,"shares":7979,"shareType":"SH","priorValue":2318163,"priorShares":8081},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":2718566,"shares":19424,"shareType":"SH","priorValue":2406047,"priorShares":21215},{"issuer":"VERTIV HOLDINGS CO","titleOfClass":"COM CL A","cusip":"92537N108","value":2715292,"shares":8110,"shareType":"SH","priorValue":916690,"priorShares":3658},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":2703042,"shares":3542,"shareType":"SH","priorValue":246739,"priorShares":632},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":2635159,"shares":7374,"shareType":"SH","priorValue":4909080,"priorShares":17071},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":2261483,"shares":3893,"shareType":"SH","priorValue":485181,"priorShares":2385},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1865921,"shares":7347,"shareType":"SH","priorValue":3532382,"priorShares":14451},{"issuer":"PUTNAM ETF TRUST","titleOfClass":"FOCUSED LAR CAP","cusip":"746729300","value":1831772,"shares":35952,"shareType":"SH","priorValue":1847198,"priorShares":39810},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":1708246,"shares":6688,"shareType":"SH"},{"issuer":"NUCOR CORP","titleOfClass":"COM","cusip":"670346105","value":1648428,"shares":7400,"shareType":"SH","priorValue":403394,"priorShares":2386},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1613257,"shares":3224,"shareType":"SH","priorValue":2203362,"priorShares":4598},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":1546927,"shares":4147,"shareType":"SH","priorValue":1504446,"priorShares":4064},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1340516,"shares":4095,"shareType":"SH","priorValue":1180479,"priorShares":4013},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":1198434,"shares":2778,"shareType":"SH"},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":1187363,"shares":14610,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":1157005,"shares":3127,"shareType":"SH","priorValue":1000256,"priorShares":3118},{"issuer":"ROYAL BK CDA","titleOfClass":"COM","cusip":"780087102","value":1106255,"shares":5345,"shareType":"SH","priorValue":804047,"priorShares":4970},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":1090026,"shares":9280,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":1037108,"shares":4791,"shareType":"SH","priorValue":2352933,"priorShares":11822},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":989625,"shares":5216,"shareType":"SH","priorValue":7858593,"priorShares":40739},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":963041,"shares":10062,"shareType":"SH","priorValue":970950,"priorShares":10060},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":748254,"shares":7748,"shareType":"SH","priorValue":690184,"priorShares":7624},{"issuer":"MORGAN STANLEY","titleOfClass":"COM NEW","cusip":"617446448","value":653674,"shares":3127,"shareType":"SH","priorValue":561966,"priorShares":3415},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":652008,"shares":1900,"shareType":"SH","priorValue":658876,"priorShares":2180},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":614431,"shares":7000,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":604390,"shares":1714,"shareType":"SH","priorValue":579583,"priorShares":1762},{"issuer":"GENERAL DYNAMICS CORP","titleOfClass":"COM","cusip":"369550108","value":586461,"shares":1656,"shareType":"SH","priorValue":1272995,"priorShares":3709},{"issuer":"ROSS STORES INC","titleOfClass":"COM","cusip":"778296103","value":562965,"shares":2645,"shareType":"SH","priorValue":2112251,"priorShares":9750},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":554384,"shares":742,"shareType":"SH","priorValue":486413,"priorShares":748},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":510734,"shares":5295,"shareType":"SH","priorValue":489484,"priorShares":5278},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":502960,"shares":15861,"shareType":"SH","priorValue":486440,"priorShares":15855},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":478590,"shares":2196,"shareType":"SH","priorValue":428745,"priorShares":2185},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":466876,"shares":1174,"shareType":"SH","priorValue":1144638,"priorShares":2483},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":431019,"shares":2906,"shareType":"SH","priorValue":360176,"priorShares":2897},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":428777,"shares":582,"shareType":"SH","priorValue":336070,"priorShares":582},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":414680,"shares":1216,"shareType":"SH","priorValue":225891,"priorShares":1409},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":390403,"shares":2664,"shareType":"SH","priorValue":393071,"priorShares":2672},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":379309,"shares":2220,"shareType":"SH"},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":356291,"shares":1267,"shareType":"SH","priorValue":424434,"priorShares":1751},{"issuer":"ENERGY TRANSFER L P","titleOfClass":"COM UT LTD PTN","cusip":"29273V100","value":329281,"shares":17222,"shareType":"SH","priorValue":368709,"priorShares":19104},{"issuer":"L3HARRIS TECHNOLOGIES INC","titleOfClass":"COM","cusip":"502431109","value":303362,"shares":1044,"shareType":"SH","priorValue":395053,"priorShares":1145},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":288421,"shares":6340,"shareType":"SH","priorValue":285950,"priorShares":6268},{"issuer":"ADVISORSHARES TR","titleOfClass":"ADVISORSHS ETF","cusip":"00768Y560","value":287329,"shares":4214,"shareType":"SH","priorValue":591831,"priorShares":9139},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA CAP VAL ETF","cusip":"921910840","value":284455,"shares":1740,"shareType":"SH","priorValue":251137,"priorShares":1733},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":281393,"shares":552,"shareType":"SH","priorValue":331740,"priorShares":549},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":280540,"shares":667,"shareType":"SH"},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":272093,"shares":1990,"shareType":"SH","priorValue":393970,"priorShares":2322},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":258648,"shares":3630,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":252043,"shares":1024,"shareType":"SH","priorValue":210190,"priorShares":1021},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":242798,"shares":1026,"shareType":"SH","priorValue":219836,"priorShares":1022},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":236669,"shares":2693,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":226338,"shares":3170,"shareType":"SH","priorValue":395177,"priorShares":4110},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":219550,"shares":649,"shareType":"SH","priorValue":264392,"priorShares":874},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"LARGE CAP ETF","cusip":"922908637","value":216616,"shares":630,"shareType":"SH"},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":213097,"shares":1658,"shareType":"SH","priorValue":205875,"priorShares":1711},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":210550,"shares":2395,"shareType":"SH"},{"issuer":"CADENCE DESIGN SYSTEM INC","titleOfClass":"COM","cusip":"127387108","value":206426,"shares":550,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}