13F-HR filed by KMT WEALTH MANAGEMENT, LLC
KMT WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 16 holding rows worth $145,899,121.
- Accession
- 0001104659-25-049184
- Filer
- CIK 2058235
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 16 entries on the cover page, a total value of $145,899,121 stated on the cover page (in dollars after the unit check, H1), rows summing to $145,899,121 with VALUE read as dollars as filed, 13F file number 028-25419. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 240,210 | $66,019,316 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 95,244 | $53,517,604 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 129,571 | $8,046,359 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 90,461 | $5,405,045 | dollars as filed | |
| SPY | 78462F103 | SHS | 7,823 | $4,376,108 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 7,105 | $3,651,331 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 23,590 | $1,204,270 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,383 | $876,610 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,744 | $654,680 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,599 | $577,316 | dollars as filed | |
| FLEXSHARES IBOXX 5 YR TARGET D | 33939L605 | IBOXX 5YR TRGT | 13,214 | $320,440 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 10,286 | $291,402 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 10,179 | $266,690 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,250 | $243,855 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 621 | $227,590 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 6,187 | $220,505 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-049184 | this filing | 2025-05-15 | acceptance time not in the bulk data set |