KMT Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 27, 2025), KMT Wealth Management, LLC reported 13 stock positions worth $124.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 45.1% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 39.1%) and Vanguard Total Intl Stock (VXUS, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- HERMOSA BEACH, CA
- CIK
- 0002058235
- Portfolio Value
- $124.7M (Q4 2024)
- SEC Filing
- 0001104659-25-018014 ↗ filed Feb 27, 2025
Holdings Value
Holdings 13 stocks · $124.7M
| IVV iShares Core S&P 500 ETF | 45.14% | 95,626 | $56.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 39.10% | 168,260 | $48.8M | — |
| VXUS Vanguard Total Intl Stock | 6.12% | 129,571 | $7.6M | — |
| DFAS Dimensional US Small Cap ETF | 4.98% | 95,461 | $6.2M | — |
| VOO Vanguard S&P 500 ETF | 1.63% | 3,776 | $2.0M | — |
| FLOT iShares Floating Rate Bond E | 0.96% | 23,590 | $1.2M | — |
| IJR iShares Core S&P Small-Cap E | 0.59% | 6,422 | $740K | — |
| AAPL Apple Inc. | 0.33% | 1,633 | $409K | — |
| MSFT Microsoft Corp. | 0.30% | 896 | $378K | — |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.25% | 13,214 | $307K | — |
| NVDA Nvidia Corp. | 0.24% | 2,250 | $302K | — |
| AVGO Broadcom Inc. | 0.18% | 990 | $230K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 369 | $216K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 121 | $118.2M | ITW, AAPL, NVDA, SPYM, AMZN |
| Q1 2026 | 17 | $184.0M | VTI, IVV, VXUS, DFAS, VOO |
| Q4 2025 | 16 | $186.8M | VTI, IVV, VXUS, DFAS, VOO |
| Q3 2025 | 16 | $185.7M | VTI, IVV, VXUS, DFAS, SPY |
| Q2 2025 | 16 | $169.4M | VTI, IVV, VXUS, DFAS, SPY |
| Q1 2025 | 16 | $145.9M | VTI, IVV, VXUS, DFAS, SPY |
| Q4 2024 | 13 | $124.7M | IVV, VTI, VXUS, DFAS, VOO |