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 96.16% of Kmt Wealth Management's stock portfolio.
- Added to shares of these 8 stocks: VTI, VTEB, SPY, SCHM, IJR, SCHA, VOO, IVV.
- Started 3 new stock positions in SCHM, VTEB, SCHA.
- Reduced shares in these 6 stocks: , AMZN, NVDA, AAPL, AVGO, MSFT.
- Sold out of its positions in AMZN, TDTF.
- Kmt Wealth Management was a net buyer of stock by $4.6M.
- Kmt Wealth Management has $184M in assets under management (AUM), dropping by -1.49%.
- Central Index Key (CIK): 0002058235
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Portfolio Holdings for Kmt Wealth Management
Kmt Wealth Management holds 17 positions in its portfolio as reported in the March 2026 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 | $94M | +2% | 291k | 320.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 35.5 | $65M | 100k | 653.21 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.0 | $9.3M | 120k | 77.11 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.5 | $6.4M | 91k | 71.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $2.4M | +8% | 4.0k | 597.55 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $2.2M | +63% | 3.3k | 650.34 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $1.0M | +28% | 8.4k | 124.31 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.0M | NEW | 20k | 49.89 |
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| Microsoft Corporation (MSFT) | 0.3 | $549k | -8% | 1.5k | 370.17 |
|
| Apple (AAPL) | 0.3 | $495k | -15% | 1.9k | 253.79 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $343k | 10k | 33.37 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $296k | NEW | 9.6k | 30.96 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $263k | 6.2k | 42.54 |
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| NVIDIA Corporation (NVDA) | 0.1 | $245k | -37% | 1.4k | 174.40 |
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| Broadcom (AVGO) | 0.1 | $245k | -20% | 790.00 | 309.51 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $213k | NEW | 7.3k | 29.08 |
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| Home Depot (HD) | 0.1 | $204k | 621.00 | 328.89 |
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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 2026 Q1 filed May 12, 2026
- 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