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KMT WEALTH MANAGEMENT, LLC

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13F filer, CIK 2058235, HERMOSA BEACH, CA

KMT WEALTH MANAGEMENT, LLC reported $186,827,443 across 16 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-05. Its ten largest share positions make up 99.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-010767

Period
2025-12-31
Reported value
$187M
Holdings
16
Top 10 weight
99.09%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+2,714$910K
AMZNnew+906$209K
VOOadded+111$69.6K

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
IVVreduced-2,701-$1.85M
SPYreduced-1,498-$1.02M
VXUSreduced-9,400-$709K
SCHMexited-10,179-$302K
IJRreduced-1,841-$221K

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, Q4 2025

Share positions as resolved from 13F-HR 0001104659-26-010767, largest first. % of portfolio is the value over $186,827,443, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 168,260 shares; 2025Q1: 240,210 shares; 2025Q2: 272,445 shares; 2025Q3: 280,304 shares; 2025Q4: 283,018 shares 283,018$94.9M50.79%+2,714Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,626 shares; 2025Q1: 95,244 shares; 2025Q2: 102,601 shares; 2025Q3: 102,783 shares; 2025Q4: 100,082 shares 100,082$68.6M36.69%-2,701Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,571 shares; 2025Q1: 129,571 shares; 2025Q2: 129,571 shares; 2025Q3: 129,571 shares; 2025Q4: 120,171 shares 120,171$9.07M4.85%-9,400Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,461 shares; 2025Q1: 90,461 shares; 2025Q2: 90,461 shares; 2025Q3: 90,461 shares; 2025Q4: 90,461 shares 90,461$6.3M3.37%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,776 shares; 2025Q1: 7,105 shares; 2025Q2: 2,996 shares; 2025Q3: 3,581 shares; 2025Q4: 3,692 shares 3,692$2.32M1.24%+111Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 7,823 shares; 2025Q2: 3,504 shares; 2025Q3: 3,524 shares; 2025Q4: 2,026 shares 2,026$1.38M0.74%-1,498Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,422 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares; 2025Q4: 6,542 shares 6,542$786K0.42%-1,841Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624$785K0.42%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,633 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares 2,299$625K0.33%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250$420K0.22%0Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,286 shares; 2025Q2: 10,286 shares; 2025Q3: 10,286 shares; 2025Q4: 10,286 shares 10,286$356K0.19%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares 990$343K0.18%0Timeline
TDTFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,214 shares; 2025Q1: 13,214 shares; 2025Q2: 13,214 shares; 2025Q3: 13,214 shares; 2025Q4: 13,214 shares 13,214$317K0.17%0Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,187 shares; 2025Q2: 6,187 shares; 2025Q3: 6,187 shares; 2025Q4: 6,187 shares 6,187$270K0.14%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares 621$214K0.11%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares 906$209K0.11%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHMSCHWAB STRATEGIC TR10,179$302Kshares

How Q4 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 0001104659-26-010767 base2026-02-05acceptance time not in the bulk data set