KMT Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), KMT Wealth Management, LLC reported 16 stock positions worth $145.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 45.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 36.7%) and Vanguard Total Intl Stock (VXUS, 5.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 1, added to 6 and reduced 2. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +43%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HERMOSA BEACH, CA
- CIK
- 0002058235
- Portfolio Value
- $145.9M (Q1 2025)
- SEC Filing
- 0001104659-25-049184 ↗ filed May 15, 2025
Holdings Value
Holdings 16 stocks · $145.9M
| VTI VG Morningstar TS MKT ETF-US | 45.25% | 240,210 | $66.0M | Add +42.8% |
| IVV iShares Core S&P 500 ETF | 36.68% | 95,244 | $53.5M | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 5.51% | 129,571 | $8.0M | No change |
| DFAS Dimensional US Small Cap ETF | 3.70% | 90,461 | $5.4M | Reduce -5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.00% | 7,823 | $4.4M | Add +2020.0% |
| VOO Vanguard S&P 500 ETF | 2.50% | 7,105 | $3.7M | Add +88.2% |
| FLOT iShares Floating Rate Bond E | 0.83% | 23,590 | $1.2M | No change |
| IJR iShares Core S&P Small-Cap E | 0.60% | 8,383 | $877K | Add +30.5% |
| MSFT Microsoft Corp. | 0.45% | 1,744 | $655K | Add +94.6% |
| AAPL Apple Inc. | 0.40% | 2,599 | $577K | Add +59.1% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.22% | 13,214 | $320K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.20% | 10,286 | $291K | New |
| SCHM Schwab US Mid Cap ETF | 0.18% | 10,179 | $267K | New |
| NVDA Nvidia Corp. | 0.17% | 2,250 | $244K | No change |
| HD Home Depot Inc. | 0.16% | 621 | $228K | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.15% | 6,187 | $221K | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Add +42.8% | 45.25% | +6.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2020.0% | 3.00% | +2.83 |
| VOO Vanguard S&P 500 ETF | Add +88.2% | 2.50% | +0.87 |
| CGGO Cap Group Global Growth | New | 0.20% | +0.20 |
| SCHM Schwab US Mid Cap ETF | New | 0.18% | +0.18 |
| HD Home Depot Inc. | New | 0.16% | +0.16 |
| CGDV Cap Group Dividend Value | New | 0.15% | +0.15 |
| MSFT Microsoft Corp. | Add +94.6% | 0.45% | +0.15 |
| AAPL Apple Inc. | Add +59.1% | 0.40% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +30.5% | 0.60% | +0.01 |
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 |