Investor
KMT WEALTH MANAGEMENT, LLC
CIK 0002058235 · filed 2026-05-12 · SEC filing
13F book
$184M
Positions
17
3 new · 2 sold
Largest name
50.8%
Vanguard Index Fds
Est. mark
−$7.36M
Price effect on 14 names still held. Flow $4.58M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 291.4K | $93.5M | 50.8% | −$4.09M | Added−$1.39M |
| Ishares Tr | — | 100.1K | $65.4M | 35.5% | −$3.18M | Added−$3.16M |
| Vanguard Star Fds | — | 120.2K | $9.27M | 5.0% | $200.7K | Held |
| Dimensional Etf Trust | — | 90.5K | $6.43M | 3.5% | $132.1K | Held |
| Vanguard Index Fds | — | 4.01K | $2.39M | 1.3% | −$109.2K | Added$79K |
| Spdr S&P 500 Etf Tr | — | 3.31K | $2.16M | 1.2% | −$64K | Added$773.7K |
| Ishares Tr | — | 8.38K | $1.04M | 0.6% | $27K | Added$255.9K |
| Vanguard Mun Bd Fds | — | 20.3K | $1.01M | 0.5% | — | New |
| Microsoft Corp | MSFT | 1.48K | $549.3K | 0.3% | −$168.4K | Cut−$236.1K |
| Apple Inc. | AAPL | 1.95K | $494.6K | 0.3% | −$35.2K | Cut−$130.4K |
| Capital Group Gbl Growth Eqt | — | 10.3K | $343.2K | 0.2% | −$13.2K | Held |
| Schwab Strategic Tr | — | 9.56K | $295.9K | 0.2% | — | New |
| Capital Group Dividend Value | — | 6.19K | $263.2K | 0.1% | −$6.81K | Held |
| Nvidia Corp | NVDA | 1.41K | $245K | 0.1% | −$17K | Cut−$174.6K |
| Broadcom Inc. | AVGO | 790 | $244.5K | 0.1% | −$28.9K | Cut−$98.1K |
| Schwab Strategic Tr | — | 7.31K | $212.6K | 0.1% | — | New |
| Home Depot, Inc. | HD | 621 | $204.2K | 0.1% | −$9.45K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.