KMT Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), KMT Wealth Management, LLC reported 16 stock positions worth $169.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 48.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 37.6%) and Vanguard Total Intl Stock (VXUS, 5.3%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 2. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +13%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- HERMOSA BEACH, CA
- CIK
- 0002058235
- Portfolio Value
- $169.4M (Q2 2025)
- SEC Filing
- 0001104659-25-078441 ↗ filed Aug 14, 2025
Holdings Value
Holdings 16 stocks · $169.4M
| VTI VG Morningstar TS MKT ETF-US | 48.87% | 272,445 | $82.8M | Add +13.4% |
| IVV iShares Core S&P 500 ETF | 37.60% | 102,601 | $63.7M | Add +7.7% |
| VXUS Vanguard Total Intl Stock | 5.28% | 129,571 | $9.0M | No change |
| DFAS Dimensional US Small Cap ETF | 3.40% | 90,461 | $5.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 3,504 | $2.2M | Reduce -55.2% |
| VOO Vanguard S&P 500 ETF | 1.00% | 2,996 | $1.7M | Reduce -57.8% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 8,383 | $916K | No change |
| MSFT Microsoft Corp. | 0.51% | 1,744 | $867K | No change |
| AAPL Apple Inc. | 0.31% | 2,599 | $533K | No change |
| NVDA Nvidia Corp. | 0.21% | 2,250 | $355K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.19% | 10,286 | $329K | No change |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.19% | 13,214 | $318K | No change |
| SCHM Schwab US Mid Cap ETF | 0.17% | 10,179 | $286K | No change |
| AVGO Broadcom Inc. | 0.16% | 990 | $273K | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.14% | 6,187 | $244K | No change |
| HD Home Depot Inc. | 0.13% | 621 | $228K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |