Kmt Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $66B, Ishares Core S&P 500 ETF with a value of $53.5B, Vanguard Star Fd Vanguard Tota with a value of $8.05B, Dimensional ETF Tr U S Small C with a value of $5.41B, and Spdr S&P 500 ETF Trust with a value of $4.38B.

Examining the 13F form we can see an increase of $21.2B in the current position value, from $125B to 146B.

Kmt Wealth Management, LLC is based out at El Segundo, CA

Below you can find more details about Kmt Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $144 Billion
Technology: $1.48 Billion
Consumer Cyclical: $228 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $146 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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