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KMT WEALTH MANAGEMENT, LLC

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13F filer, CIK 2058235, HERMOSA BEACH, CA

KMT WEALTH MANAGEMENT, LLC reported $184,045,208 across 17 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 99.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-059198

Period
2026-03-31
Reported value
$184M
Holdings
17
Top 10 weight
99.02%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+8,420$2.7M
VTEBnew+20,300$1.01M
SPYadded+1,288$838K
SCHMnew+9,559$296K
IJRadded+1,841$229K

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
TDTFexited-13,214-$317K
AMZNexited-906-$209K
NVDAreduced-845-$147K
AAPLreduced-350-$88.8K
AVGOreduced-200-$61.9K

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, Q1 2026

Share positions as resolved from 13F-HR 0001104659-26-059198, largest first. % of portfolio is the value over $184,045,208, 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; 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; 2026Q1: 291,438 shares 291,438$93.5M50.8%+8,420Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 100,107 shares 100,107$65.4M35.53%+25Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 120,171 shares 120,171$9.27M5.03%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,461 shares 90,461$6.43M3.5%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,007 shares 4,007$2.39M1.3%+315Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 7,823 shares; 2025Q2: 3,504 shares; 2025Q3: 3,524 shares; 2025Q4: 2,026 shares; 2026Q1: 3,314 shares 3,314$2.16M1.17%+1,288Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,383 shares 8,383$1.04M0.57%+1,841Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,300 shares 20,300$1.01M0.55%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,484 shares 1,484$549K0.3%-140Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,949 shares 1,949$495K0.27%-350Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,286 shares; 2025Q2: 10,286 shares; 2025Q3: 10,286 shares; 2025Q4: 10,286 shares; 2026Q1: 10,286 shares 10,286$343K0.19%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 10,179 shares; 2025Q3: 10,179 shares; 2025Q4: not reported; 2026Q1: 9,559 shares 9,559$296K0.16%newTimeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,187 shares; 2025Q2: 6,187 shares; 2025Q3: 6,187 shares; 2025Q4: 6,187 shares; 2026Q1: 6,187 shares 6,187$263K0.14%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,405 shares 1,405$245K0.13%-845Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 790 shares 790$245K0.13%-200Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,311 shares 7,311$213K0.12%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621$204K0.11%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TDTFFLEXSHARES TR13,214$317Kshares
AMZNAMAZON COM INC906$209Kshares

How Q1 2026 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 0001104659-26-059198 base2026-05-12acceptance time not in the bulk data set