KMT Wealth Management, LLC

Name: KMT WEALTH MANAGEMENT, LLC 13F holdings, Q4 2025
Creator: KMT WEALTH MANAGEMENT, LLC
Published: 2026-02-05

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), KMT Wealth Management, LLC reported 16 stock positions worth $186.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 50.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 36.7%) and Vanguard Total Intl Stock (VXUS, 4.9%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 4. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −43%).

Most Recent 13F: Q2 2026
Location: HERMOSA BEACH, CA
CIK: 0002058235
Portfolio Value: $186.8M (Q4 2025)
SEC Filing: 0001104659-26-010767 ↗ filed Feb 5, 2026

Holdings Value

Holdings 16 stocks · $186.8M


VTI VG Morningstar TS MKT ETF-US	50.79%	283,018	$94.9M	Add +1.0%
IVV iShares Core S&P 500 ETF	36.69%	100,082	$68.6M	Reduce -2.6%
VXUS Vanguard Total Intl Stock	4.85%	120,171	$9.1M	Reduce -7.3%
DFAS Dimensional US Small Cap ETF	3.37%	90,461	$6.3M	No change
VOO Vanguard S&P 500 ETF	1.24%	3,692	$2.3M	Add +3.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.74%	2,026	$1.4M	Reduce -42.5%
IJR iShares Core S&P Small-Cap E	0.42%	6,542	$786K	Reduce -22.0%
MSFT Microsoft Corp.	0.42%	1,624	$785K	No change
AAPL Apple Inc.	0.33%	2,299	$625K	No change
NVDA Nvidia Corp.	0.22%	2,250	$420K	No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT	0.19%	10,286	$356K	No change
AVGO Broadcom Inc.	0.18%	990	$343K	No change
TDTF NT Iboxx 5Y Dur Tips ETF	0.17%	13,214	$317K	No change
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE	0.14%	6,187	$270K	No change
HD Home Depot Inc.	0.11%	621	$214K	No change
AMZN Amazon.com Inc.	0.11%	906	$209K	New

Portfolio Sells Q3 2025 → Q4 2025


SPY SS SPDR S&P 500 ETF Trust-US	Reduce -42.5%	0.74%	−0.52
IVV iShares Core S&P 500 ETF	Reduce -2.6%	36.69%	−0.36
VXUS Vanguard Total Intl Stock	Reduce -7.3%	4.85%	−0.27
SCHM Schwab US Mid Cap ETF	Sold out	0.00%	−0.16
IJR iShares Core S&P Small-Cap E	Reduce -22.0%	0.42%	−0.12

Portfolio Buys Q3 2025 → Q4 2025


VTI VG Morningstar TS MKT ETF-US	Add +1.0%	50.79%	+1.25
AMZN Amazon.com Inc.	New	0.11%	+0.11
VOO Vanguard S&P 500 ETF	Add +3.1%	1.24%	+0.06

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