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.
Top Valuable Stocks in KMT WEALTH MANAGEMENT, LLC Portfolio
VANGUARD INDEX FDS
ISHARES TR
VANGUARD STAR FDS
DIMENSIONAL ETF TRUST
VANGUARD INDEX FDS
SPDR S&P 500 ETF TR
ISHARES TR
MICROSOFT CORP
APPLE INC
NVIDIA CORPORATION
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