Kmt Wealth Management

Kmt Wealth Management as of March 31, 2026

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 291k 320.81
Ishares Tr Core S&p500 Etf (IVV) 35.5 $65M 100k 653.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.0 $9.3M 120k 77.11
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.5 $6.4M 91k 71.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.4M 4.0k 597.55
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $2.2M 3.3k 650.34
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.0M 8.4k 124.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.0M 20k 49.89
Microsoft Corporation (MSFT) 0.3 $549k 1.5k 370.17
Apple (AAPL) 0.3 $495k 1.9k 253.79
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $343k 10k 33.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $296k 9.6k 30.96
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $263k 6.2k 42.54
NVIDIA Corporation (NVDA) 0.1 $245k 1.4k 174.40
Broadcom (AVGO) 0.1 $245k 790.00 309.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $213k 7.3k 29.08
Home Depot (HD) 0.1 $204k 621.00 328.89