Kmt Wealth Management
Latest statistics and disclosures from Kmt Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IVV, VXUS, DFAS, VOO, and represent 96.95% of Kmt Wealth Management's stock portfolio.
- Added to shares of these 3 stocks: VTI, AMZN, VOO.
- Started 1 new stock position in AMZN.
- Reduced shares in these 5 stocks: IVV, SPY, VXUS, SCHM, IJR.
- Sold out of its position in SCHM.
- Kmt Wealth Management was a net seller of stock by $-2.9M.
- Kmt Wealth Management has $187M in assets under management (AUM), dropping by 0.61%.
- Central Index Key (CIK): 0002058235
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Portfolio Holdings for Kmt Wealth Management
Kmt Wealth Management holds 16 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 50.8 | $95M | 283k | 335.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 36.7 | $69M | -2% | 100k | 684.94 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.9 | $9.1M | -7% | 120k | 75.44 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.4 | $6.3M | 91k | 69.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.3M | +3% | 3.7k | 627.13 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.4M | -42% | 2.0k | 681.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $786k | -21% | 6.5k | 120.18 |
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| Microsoft Corporation (MSFT) | 0.4 | $785k | 1.6k | 483.62 |
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| Apple (AAPL) | 0.3 | $625k | 2.3k | 271.86 |
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| NVIDIA Corporation (NVDA) | 0.2 | $420k | 2.3k | 186.50 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $356k | 10k | 34.65 |
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| Broadcom (AVGO) | 0.2 | $343k | 990.00 | 346.10 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.2 | $317k | 13k | 23.96 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $270k | 6.2k | 43.64 |
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| Home Depot (HD) | 0.1 | $214k | 621.00 | 344.10 |
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| Amazon (AMZN) | 0.1 | $209k | NEW | 906.00 | 230.82 |
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Past Filings by Kmt Wealth Management
SEC 13F filings are viewable for Kmt Wealth Management going back to 2024
- Kmt Wealth Management 2025 Q4 filed Feb. 5, 2026
- Kmt Wealth Management 2025 Q3 filed Nov. 20, 2025
- Kmt Wealth Management 2025 Q2 filed Aug. 14, 2025
- Kmt Wealth Management 2025 Q1 filed May 15, 2025
- Kmt Wealth Management 2024 Q4 filed Feb. 27, 2025