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, SPY, and represent 96.31% of Kmt Wealth Management's stock portfolio.
- Added to shares of these 4 stocks: VTI, VOO, IVV, SPY.
- Reduced shares in these 2 stocks: AAPL, MSFT.
- Kmt Wealth Management was a net buyer of stock by $2.9M.
- Kmt Wealth Management has $186M in assets under management (AUM), dropping by 9.59%.
- Central Index Key (CIK): 0002058235
Tip: Access up to 7 years of quarterly data
Positions held by Kmt Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kmt Wealth Management
Kmt Wealth Management holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 49.5 | $92M | +2% | 280k | 328.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 37.0 | $69M | 103k | 669.30 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.1 | $9.5M | 130k | 73.46 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.3 | $6.2M | 91k | 68.46 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $2.3M | 3.5k | 666.18 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.2M | +19% | 3.6k | 612.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $996k | 8.4k | 118.83 |
|
|
| Microsoft Corporation (MSFT) | 0.5 | $841k | -6% | 1.6k | 517.95 |
|
| Apple (AAPL) | 0.3 | $585k | -11% | 2.3k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $420k | 2.3k | 186.58 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $352k | 10k | 34.17 |
|
|
| Broadcom (AVGO) | 0.2 | $327k | 990.00 | 329.91 |
|
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.2 | $321k | 13k | 24.27 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $302k | 10k | 29.64 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $260k | 6.2k | 42.03 |
|
|
| Home Depot (HD) | 0.1 | $252k | 621.00 | 405.19 |
|
Past Filings by Kmt Wealth Management
SEC 13F filings are viewable for Kmt Wealth Management going back to 2024
- 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