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CIK: 0002058235
Total reported value
$118.2M
$118.2M
16 檔
153.2%
During the Q4 2025 filing period, Kmt Wealth Management, LLC (CIK: 0002058235) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $118.2M across 16 reported positions.
In Q4 2025, Kmt Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 50.79% | -50.49% | +0.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 36.69% | -35.36% | -2.63% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.85% | -5.03% | EXIT | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.37% | -3.50% | EXIT | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.41% | +3.10% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | -1.17% | EXIT | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | -0.57% | EXIT | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +1.08% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.33% | +6.31% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +6.31% | — | |
| 11 | CGGO | Cap Group Global Growth | ETF-Other | 0.19% | -0.19% | EXIT | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.38% | — | |
| 13 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 0.17% | — | — | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 0.14% | -0.14% | EXIT | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.11% | EXIT | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +2.93% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +0.97% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.10% | Add |
| 3 | DFAS | Dimensional US Small Cap ETF | 0% | — | Unchanged |
| 4 | AAPL | Apple Inc | 0% | — | Unchanged |
| 5 | AVGO | Broadcom Inc | — | — | Unchanged |
| 6 | CGDV | Cap Group Dividend Value | — | — | Unchanged |
| 7 | CGGO | Cap Group Global Growth | — | — | Unchanged |
| 8 | TDTF | Flexshares Iboxx 5-year Targ | — | — | Unchanged |
| 9 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 10 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 11 | HD | Home Depot Inc | 0% | — | Unchanged |
| 12 | IJR | Ishares Core S&p Small-cap E | -0.1% | -21.96% | Trim |
| 13 | VXUS | Vanguard Total Intl Stock | -0.3% | -7.25% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | -0.4% | -2.63% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -42.51% | Trim |
| 16 | SCHM | Schwab US Mid Cap ETF | — | EXIT | Sold out |
| 17 | AMZN | Amazon.com Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Kmt Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.2M across 16 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VXUS) accounted for 153.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMZN
市值: $209.1K
Top Position Liquidated / Trimmed
SCHM
前期市值: $301.7K
During Q4 2025, Kmt Wealth Management, LLC's top holdings by market value included VTI (50.8%)、IVV (36.7%)、VXUS (4.8%). The largest single position, VTI, represented 50.8% of total portfolio value.
In Q4 2025, Kmt Wealth Management, LLC made 8 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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