Kmt Wealth Management
Latest statistics and disclosures from Kmt Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITW, AAPL, NVDA, SPYM, AMZN, and represent 32.68% of Kmt Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ITW (+$14M), NVDA (+$7.3M), AAPL (+$7.2M), SPYM (+$5.4M), AMZN, MAR, GOOGL, TSLA, BW, INTS.
- Started 114 new stock positions in META, VUG, FXH, Cardlytics, RCAT, GDLC, TSLA, PLUG, INTS, SPYG.
- Reduced shares in these 10 stocks: VTI (-$108M), IVV (-$75M), VXUS (-$9.3M), DFAS (-$6.4M), , VOO, IJR, VTEB, CGGO, SCHM.
- Sold out of its positions in CGDV, CGGO, DFAS, HD, IJR, SPY, SCHM, SCHA, VXUS, VTEB.
- Kmt Wealth Management was a net seller of stock by $-90M.
- Kmt Wealth Management has $118M in assets under management (AUM), dropping by -35.78%.
- Central Index Key (CIK): 0002058235
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Portfolio Holdings for Kmt Wealth Management
Kmt Wealth Management holds 121 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Illinois Tool Works (ITW) | 12.1 | $14M | NEW | 53k | 270.47 |
|
| Apple (AAPL) | 6.6 | $7.8M | +1279% | 27k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 6.4 | $7.6M | +2607% | 38k | 200.09 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 4.6 | $5.4M | NEW | 62k | 87.88 |
|
| Amazon (AMZN) | 2.9 | $3.5M | NEW | 15k | 238.34 |
|
| Marriott Intl Cl A (MAR) | 2.2 | $2.6M | NEW | 7.1k | 370.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.6M | NEW | 7.1k | 357.37 |
|
| Tesla Motors (TSLA) | 2.0 | $2.4M | NEW | 5.7k | 420.60 |
|
| Babcock & Wilcox Enterpr (BW) | 1.8 | $2.1M | NEW | 148k | 14.10 |
|
| Intensity Therapeutics Com New (INTS) | 1.7 | $2.0M | NEW | 497k | 4.10 |
|
| Arista Networks Com Shs (ANET) | 1.6 | $1.9M | NEW | 11k | 169.88 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.6 | $1.9M | NEW | 106k | 17.88 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.6 | $1.9M | NEW | 935.00 | 1989.44 |
|
| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 1.4 | $1.7M | NEW | 19k | 88.50 |
|
| Meta Platforms Cl A (META) | 1.4 | $1.6M | NEW | 2.9k | 563.35 |
|
| Microsoft Corporation (MSFT) | 1.4 | $1.6M | +195% | 4.4k | 373.02 |
|
| American Bitcoin Corp. Com Cl A (ABTC) | 1.4 | $1.6M | NEW | 2.4M | 0.68 |
|
| Alzamend Neuro Com New 2025 (ALZN) | 1.3 | $1.6M | NEW | 1.3M | 1.20 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 1.3 | $1.6M | NEW | 15k | 107.82 |
|
| Intel Corporation (INTC) | 1.3 | $1.5M | NEW | 11k | 139.63 |
|
| Offerpad Solutions Com Cl A | 1.3 | $1.5M | NEW | 304k | 4.94 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $1.4M | NEW | 9.1k | 158.03 |
|
| Advanced Micro Devices (AMD) | 1.1 | $1.3M | NEW | 2.2k | 580.91 |
|
| Ishares Tr Futu Ai Tech Etf (ARTY) | 1.1 | $1.3M | NEW | 17k | 76.16 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.1 | $1.2M | NEW | 6.6k | 190.52 |
|
| Fortinet (FTNT) | 1.1 | $1.2M | NEW | 8.1k | 153.62 |
|
| Wal-Mart Stores (WMT) | 1.0 | $1.2M | NEW | 11k | 113.26 |
|
| Global X Fds Defense Tech Etf (SHLD) | 1.0 | $1.2M | NEW | 20k | 59.71 |
|
| USA Rare Earth Inc A (USAR) | 1.0 | $1.2M | NEW | 55k | 21.58 |
|
| Critical Metals Corp Pubco Ord Shs (CRML) | 0.9 | $1.1M | NEW | 105k | 10.25 |
|
| Global X Fds Artificial Etf (AIQ) | 0.9 | $1.1M | NEW | 16k | 65.61 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.1M | -61% | 1.5k | 686.85 |
|
| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.9 | $1.0M | NEW | 3.6k | 284.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $970k | NEW | 2.7k | 353.29 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $969k | NEW | 1.9k | 509.48 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.8 | $966k | NEW | 12k | 81.06 |
|
| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.8 | $963k | NEW | 37k | 26.39 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $909k | NEW | 1.8k | 500.39 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.8 | $902k | NEW | 5.5k | 165.37 |
|
| Caterpillar (CAT) | 0.7 | $883k | NEW | 829.00 | 1065.53 |
|
| Ashford Hospitality Tr Com New (AHT) | 0.7 | $849k | NEW | 262k | 3.24 |
|
| Abbvie (ABBV) | 0.7 | $800k | NEW | 3.2k | 251.68 |
|
| Mp Materials Corp Com Cl A (MP) | 0.7 | $797k | NEW | 14k | 56.01 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.7 | $772k | NEW | 6.5k | 118.99 |
|
| Vanguard World Energy Etf (VDE) | 0.6 | $760k | NEW | 5.1k | 150.14 |
|
| Netflix (NFLX) | 0.6 | $715k | NEW | 10k | 71.40 |
|
| Palo Alto Networks (PANW) | 0.6 | $703k | NEW | 2.1k | 341.02 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $628k | NEW | 1.3k | 477.57 |
|
| Unusual Machs Com Shs (UMAC) | 0.5 | $618k | NEW | 28k | 22.30 |
|
| Broadcom (AVGO) | 0.5 | $601k | +101% | 1.6k | 377.83 |
|
| Ameren Corporation (AEE) | 0.5 | $595k | NEW | 5.3k | 113.05 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $591k | NEW | 8.6k | 68.93 |
|
| Axon Enterprise (AXON) | 0.5 | $590k | NEW | 1.1k | 560.61 |
|
| Spdr Series Trust Sp Kensho Futr (FITE) | 0.5 | $578k | NEW | 5.1k | 112.36 |
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.5 | $578k | NEW | 22k | 26.61 |
|
| Micron Technology (MU) | 0.5 | $566k | NEW | 490.00 | 1154.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $562k | NEW | 1.1k | 513.60 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $549k | NEW | 746.00 | 736.51 |
|
| Cintas Corporation (CTAS) | 0.5 | $549k | NEW | 3.2k | 170.08 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $539k | NEW | 16k | 33.29 |
|
| D.R. Horton (DHI) | 0.4 | $524k | NEW | 3.2k | 162.88 |
|
| Microalgo Shs Cl A (MLGO) | 0.4 | $522k | NEW | 131k | 3.98 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.4 | $519k | NEW | 66k | 7.88 |
|
| Cme (CME) | 0.4 | $512k | NEW | 2.3k | 220.79 |
|
| Abbott Laboratories (ABT) | 0.4 | $505k | NEW | 5.6k | 90.74 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $495k | NEW | 4.2k | 116.67 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $478k | NEW | 16k | 30.49 |
|
| Ge Aerospace Com New (GE) | 0.4 | $475k | NEW | 1.3k | 373.77 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $463k | NEW | 6.3k | 73.41 |
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.4 | $424k | NEW | 12k | 36.53 |
|
| Fidelity Ethereum SHS (FETH) | 0.3 | $398k | NEW | 25k | 15.74 |
|
| Old Dominion Freight Line (ODFL) | 0.3 | $369k | NEW | 1.7k | 216.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $368k | -99% | 993.00 | 370.10 |
|
| Ge Vernova (GEV) | 0.3 | $367k | NEW | 312.00 | 1175.33 |
|
| Ishares Tr Expanded Tech (IGV) | 0.3 | $357k | NEW | 3.9k | 90.61 |
|
| Nova Minerals Corp Common Stock | 0.3 | $351k | NEW | 74k | 4.72 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $340k | NEW | 3.9k | 86.14 |
|
| Airo Group Hldgs (AIRO) | 0.3 | $329k | NEW | 45k | 7.39 |
|
| Western Digital (WDC) | 0.3 | $319k | NEW | 500.00 | 638.72 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.3 | $312k | NEW | 3.2k | 98.68 |
|
| Ondas Com New (ONDS) | 0.3 | $311k | NEW | 38k | 8.24 |
|
| Wec Energy Group (WEC) | 0.3 | $299k | NEW | 2.6k | 116.75 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $293k | NEW | 1.2k | 242.52 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.2 | $265k | NEW | 54k | 4.86 |
|
| Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR) | 0.2 | $261k | NEW | 12k | 21.05 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $257k | NEW | 2.3k | 109.41 |
|
| American Res Corp Cl A (AREC) | 0.2 | $254k | NEW | 118k | 2.15 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.2 | $253k | NEW | 755.00 | 334.53 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.2 | $245k | NEW | 1.5k | 158.27 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $242k | NEW | 201.00 | 1201.38 |
|
| Cadence Design Systems (CDNS) | 0.2 | $236k | NEW | 628.00 | 375.32 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.2 | $230k | NEW | 4.8k | 47.71 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $230k | NEW | 1.3k | 170.86 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $226k | NEW | 23k | 9.81 |
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.2 | $219k | NEW | 5.5k | 40.01 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $218k | NEW | 1.8k | 124.14 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $218k | NEW | 1.4k | 158.71 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $216k | NEW | 430.00 | 501.36 |
|
| Vuzix Corp Com New (VUZI) | 0.2 | $215k | NEW | 74k | 2.90 |
|
| First Tr Exchange-traded Hlth Care Alph (FXH) | 0.2 | $211k | NEW | 1.7k | 122.38 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.2 | $207k | NEW | 21k | 10.03 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $207k | -99% | 276.00 | 749.00 |
|
| Draganfly (DPRO) | 0.2 | $206k | NEW | 38k | 5.42 |
|
| Walt Disney Company (DIS) | 0.2 | $203k | NEW | 2.1k | 96.24 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $201k | NEW | 705.00 | 285.40 |
|
| Red Cat Hldgs (RCAT) | 0.1 | $144k | NEW | 14k | 10.65 |
|
| Plug Pwr Com New (PLUG) | 0.1 | $138k | NEW | 51k | 2.71 |
|
| Cardlytics Com New | 0.1 | $121k | NEW | 27k | 4.49 |
|
| Runway Growth Finance Corp (RWAY) | 0.1 | $118k | NEW | 21k | 5.61 |
|
| Ageagle Aerial Sys Com Shs (UAVS) | 0.1 | $112k | NEW | 126k | 0.89 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $93k | NEW | 11k | 8.27 |
|
| New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP) | 0.1 | $91k | NEW | 23k | 4.02 |
|
| Franklin Unvl Tr Sh Ben Int (FT) | 0.1 | $87k | NEW | 11k | 8.07 |
|
| Psq Holdings Cl A (PSQH) | 0.1 | $71k | NEW | 175k | 0.40 |
|
| Expion360 Com New (XPON) | 0.1 | $69k | NEW | 152k | 0.45 |
|
| Putnam Premier Income Tr Sh Ben Int (PPT) | 0.1 | $68k | NEW | 20k | 3.49 |
|
| Ayro (FABC) | 0.0 | $49k | NEW | 13k | 3.69 |
|
| Loandepot Com Cl A (LDI) | 0.0 | $46k | NEW | 37k | 1.25 |
|
| Venu Hldg Corp (VENU) | 0.0 | $35k | NEW | 15k | 2.27 |
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $30k | NEW | 11k | 2.89 |
|
| Coherus Biosciences (CHRS) | 0.0 | $17k | NEW | 12k | 1.40 |
|
Past Filings by Kmt Wealth Management
SEC 13F filings are viewable for Kmt Wealth Management going back to 2024
- Kmt Wealth Management 2026 Q2 filed Aug. 5, 2026
- 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