KMT WEALTH MANAGEMENT, LLC
CIK: 0002058235SEC EDGAR →
Portfolio Value
$186.8M
Holdings
16
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 283,018 | $94.9M | 50.79% |
| 2 | ISHARES TR | 100,082 | $68.5M | 36.69% |
| 3 | VANGUARD STAR FDS | 120,171 | $9.1M | 4.85% |
| 4 | DIMENSIONAL ETF TRUST | 90,461 | $6.3M | 3.37% |
| 5 | VANGUARD INDEX FDS | 3,692 | $2.3M | 1.24% |
| 6 | SPDR S&P 500 ETF TR | 2,026 | $1.4M | 0.74% |
| 7 | ISHARES TR | 6,542 | $786K | 0.42% |
| 8 | MICROSOFT CORP | 1,624 | $785K | 0.42% |
| 9 | APPLE INC | 2,299 | $625K | 0.33% |
| 10 | NVIDIA CORPORATION | 2,250 | $419K | 0.22% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 10 | $184.2M | 98.6% |
| Technology | 4 | $2.2M | 1.2% |
| Consumer Cyclical | 2 | $422K | 0.2% |