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KMT WEALTH MANAGEMENT, LLC

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13F filer, CIK 2058235, HERMOSA BEACH, CA

KMT WEALTH MANAGEMENT, LLC reported $185,686,482 across 16 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-20. Its ten largest share positions make up 99.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-114459

Period
2025-09-30
Reported value
$186M
Holdings
16
Top 10 weight
99.02%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+7,859$2.58M
VOOadded+585$358K
IVVadded+182$122K
SPYadded+20$13.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-300-$76.4K
MSFTreduced-120-$62.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001104659-25-114459, largest first. % of portfolio is the value over $185,686,482, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 168,260 shares; 2025Q1: 240,210 shares; 2025Q2: 272,445 shares; 2025Q3: 280,304 shares 280,304$92M49.54%+7,859Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,626 shares; 2025Q1: 95,244 shares; 2025Q2: 102,601 shares; 2025Q3: 102,783 shares 102,783$68.8M37.05%+182Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,571 shares; 2025Q1: 129,571 shares; 2025Q2: 129,571 shares; 2025Q3: 129,571 shares 129,571$9.52M5.13%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,461 shares; 2025Q1: 90,461 shares; 2025Q2: 90,461 shares; 2025Q3: 90,461 shares 90,461$6.19M3.34%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 7,823 shares; 2025Q2: 3,504 shares; 2025Q3: 3,524 shares 3,524$2.35M1.26%+20Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,776 shares; 2025Q1: 7,105 shares; 2025Q2: 2,996 shares; 2025Q3: 3,581 shares 3,581$2.19M1.18%+585Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,422 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares 8,383$996K0.54%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,624 shares 1,624$841K0.45%-120Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,633 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,299 shares 2,299$585K0.32%-300Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250$420K0.23%0Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,286 shares; 2025Q2: 10,286 shares; 2025Q3: 10,286 shares 10,286$351K0.19%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: 990 shares 990$327K0.18%0Timeline
TDTFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,214 shares; 2025Q1: 13,214 shares; 2025Q2: 13,214 shares; 2025Q3: 13,214 shares 13,214$321K0.17%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 10,179 shares; 2025Q3: 10,179 shares 10,179$302K0.16%0Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,187 shares; 2025Q2: 6,187 shares; 2025Q3: 6,187 shares 6,187$260K0.14%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares 621$252K0.14%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-114459 base2025-11-20acceptance time not in the bulk data set