KMT WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, KMT WEALTH MANAGEMENT, LLC held in its portfolio 16 assets valued at $186,827,443 (i.e. $186.83M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($94.89M), ISHARES TR ($68.55M), and VANGUARD STAR FDS ($9.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 16 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
KMT WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 283018 | 94887445 | TOTAL STK MKT |
| ISHARES TR | 100082 | 68550165 | CORE S&P500 ETF |
| VANGUARD STAR FDS | 120171 | 9065700 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 90461 | 6302418 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 3692 | 2315364 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 2026 | 1381570 | TR UNIT |
| ISHARES TR | 6542 | 786218 | CORE S&P SCP ETF |
| MICROSOFT CORP | 1624 | 785399 | COM |
| APPLE INC | 2299 | 625006 | COM |
| NVIDIA CORPORATION | 2250 | 419625 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 10286 | 356410 | SHS CREATION UNI |
| BROADCOM INC | 990 | 342639 | COM |
| FLEXSHARES TR | 13214 | 316674 | IBOXX 5YR TRGT |
| CAPITAL GROUP DIVIDEND VALUE | 6187 | 270001 | SHS CREATION UNI |
| HOME DEPOT INC | 621 | 213686 | COM |
| AMAZON COM INC | 906 | 209123 | COM |