Kmt Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$184.0M
Q ending 2026-03-31
Prior quarter
$186.8M
Q ending 2025-12-31
Change
-1.5% QoQ · +26.1% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $93.5M | 291K |
| Ishares Tr | IVV | Shares | $65.4M | 100K |
| Vanguard Star Fds | VXUS | Shares | $9.3M | 120K |
| Dimensional Etf Trust | DFAS | Shares | $6.4M | 90K |
| Vanguard Index Fds | VOO | Shares | $2.4M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.2M | 3K |
| Ishares Tr | IJR | Shares | $1.0M | 8K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.0M | 20K |
| Microsoft Corp | MSFT | Shares | $549K | 1K |
| Apple Inc | AAPL | Shares | $495K | 2K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $343K | 10K |
| Schwab Strategic Tr | SCHM | Shares | $296K | 10K |
| Capital Group Dividend Value | CGDV | Shares | $263K | 6K |
| Nvidia Corporation | NVDA | Shares | $245K | 1K |
| Broadcom Inc | AVGO | Shares | $245K | 790 |
| Schwab Strategic Tr | SCHA | Shares | $213K | 7K |
| Home Depot Inc | HD | Shares | $204K | 621 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.