Kmt Wealth Management, LLC Portfolio Holdings

Kmt Wealth Management, LLC

  • $169 Billion
  • Q2 2025

Kmt Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 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 $82.8B, Ishares Core S&P 500 ETF with a value of $63.7B, Vanguard Star Fd Vanguard Tota with a value of $8.95B, Dimensional ETF Tr U S Small C with a value of $5.76B, and Spdr S&P 500 ETF Trust with a value of $2.16B.

Examining the 13F form we can see an increase of $23.5B in the current position value, from $146B to 169B.

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 $169 Billion
ETFs: $167 Billion
Technology: $2.03 Billion
Consumer Cyclical: $228 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82.8 Billion 48.87% of portfolio
272,445
Q2 2025 Added 13.42%
$0
$63.7 Billion 37.6% of portfolio
102,601
Q2 2025 Added 7.72%
$0
$8.95 Billion 5.28% of portfolio
129,571
Q4 2024 New
$0
$5.76 Billion 3.4% of portfolio
90,461
Q1 2025 Reduced 5.24%
$0
$2.16 Billion 1.28% of portfolio
3,504
Q2 2025 Reduced 55.21%
$0
$1.7 Billion 1.0% of portfolio
2,996
Q2 2025 Reduced 57.83%
$0
$916 Million 0.54% of portfolio
8,383
Q1 2025 Added 30.54%
$0
$318 Million 0.19% of portfolio
13,214
Q4 2024 New
$0
$329 Million 0.19% of portfolio
10,286
Q1 2025 New
$0
$286 Million 0.17% of portfolio
10,179
Q1 2025 New
$0
$244 Million 0.14% of portfolio
6,187
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $169 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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