Kmt Wealth Management, LLC Top Holdings and 13F Report (2025) About Kmt Wealth Management, LLCInvestment ActivityKmt Wealth Management, LLC has $145.90 million in total holdings as of March 31, 2025.Kmt Wealth Management, LLC owns shares of 16 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 18.78% of the portfolio was purchased this quarter.About 0.51% of the portfolio was sold this quarter.This quarter, Kmt Wealth Management, LLC has purchased 13 new stocks and bought additional shares in 6 stocks.Kmt Wealth Management, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $66,019,316iShares Core S&P 500 ETF $53,517,604Vanguard Total International Stock ETF $8,046,359Dimensional U.S. Small Cap ETF $5,405,045SPDR S&P 500 ETF Trust $4,376,108 Largest New Holdings this Quarter 14020X104 - Capital Group Global Growth Equity ETF $291,402 Holding808524508 - Schwab U.S. Mid-Cap ETF $266,690 Holding437076102 - Home Depot $227,590 Holding14020W106 - Capital Group Dividend Value ETF $220,505 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 71,950 shares (about $19.77M)SPDR S&P 500 ETF Trust 7,454 shares (about $4.17M)Vanguard S&P 500 ETF 3,329 shares (about $1.71M)Microsoft 848 shares (about $318.33K)Capital Group Global Growth Equity ETF 10,286 shares (about $291.40K) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 5,000 shares (about $298.75K)iShares Core S&P 500 ETF 382 shares (about $214.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKmt Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$66,019,316$19,774,738 ▲42.8%240,21045.2%ETFIVViShares Core S&P 500 ETF$53,517,604$214,646 ▼-0.4%95,24436.7%ETFVXUSVanguard Total International Stock ETF$8,046,3590.0%129,5715.5%ETFDFASDimensional U.S. Small Cap ETF$5,405,045$298,750 ▼-5.2%90,4613.7%ETFSPYSPDR S&P 500 ETF Trust$4,376,108$4,169,693 ▲2,020.1%7,8233.0%FinanceVOOVanguard S&P 500 ETF$3,651,331$1,710,807 ▲88.2%7,1052.5%ETFFLOTiShares Floating Rate Bond ETF$1,204,2700.0%23,5900.8%ETFIJRiShares Core S&P Small-Cap ETF$876,610$205,062 ▲30.5%8,3830.6%ETFMSFTMicrosoft$654,680$318,331 ▲94.6%1,7440.4%Computer and TechnologyAAPLApple$577,316$214,578 ▲59.2%2,5990.4%Computer and TechnologyTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$320,4400.0%13,2140.2%ETFCGGOCapital Group Global Growth Equity ETF$291,402$291,402 ▲New Holding10,2860.2%ETFSCHMSchwab U.S. Mid-Cap ETF$266,690$266,690 ▲New Holding10,1790.2%ETFNVDANVIDIA$243,8550.0%2,2500.2%Computer and TechnologyHDHome Depot$227,590$227,590 ▲New Holding6210.2%Retail/WholesaleCGDVCapital Group Dividend Value ETF$220,505$220,505 ▲New Holding6,1870.2%ETFAVGOBroadcom$0$229,522 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
