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CIK: 0002058235
Total reported value
$118.2M
$118.2M
17 檔
149.7%
At the close of Q1 2026, Kmt Wealth Management, LLC disclosed equity holdings valued at approximately $118.2M, spread across 17 reported holdings.
In Q1 2026, Kmt Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 50.80% | -50.49% | +2.98% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.53% | -35.36% | +0.03% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.03% | -5.03% | EXIT | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.50% | -3.50% | EXIT | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.41% | +8.53% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -1.17% | EXIT | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | -0.57% | EXIT | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | -0.55% | EXIT | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +1.08% | -8.62% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.27% | +6.31% | -15.22% | |
| 11 | CGGO | Cap Group Global Growth | ETF-Other | 0.19% | -0.19% | EXIT | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.16% | -0.16% | EXIT | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 0.14% | -0.14% | EXIT | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +6.31% | -37.56% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.38% | -20.20% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.12% | -0.12% | EXIT | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +63.57% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +0.2% | — | Unchanged |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.2% | +28.14% | Add |
| 4 | DFAS | Dimensional US Small Cap ETF | +0.1% | — | Unchanged |
| 5 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.53% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.98% | Add |
| 7 | CGGO | Cap Group Global Growth | — | — | Unchanged |
| 8 | HD | Home Depot Inc | — | — | Unchanged |
| 9 | CGDV | Cap Group Dividend Value | — | — | Unchanged |
| 10 | AVGO | Broadcom Inc | -0.1% | -20.20% | Trim |
| 11 | AAPL | Apple Inc | -0.1% | -15.22% | Trim |
| 12 | NVDA | Nvidia CORP | -0.1% | -37.56% | Trim |
| 13 | MSFT | Microsoft CORP | -0.1% | -8.62% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | -1.2% | +0.03% | Add |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 16 | TDTF | Flexshares Iboxx 5-year Targ | — | EXIT | Sold out |
| 17 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 18 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Kmt Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.2M across 17 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VXUS) accounted for 149.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTEB
市值: $1.0M
Top Position Liquidated / Trimmed
TDTF
前期市值: $316.7K
During Q1 2026, Kmt Wealth Management, LLC's top holdings by market value included VTI (50.8%)、IVV (35.5%)、VXUS (5.0%). The largest single position, VTI, represented 50.8% of total portfolio value.
In Q1 2026, Kmt Wealth Management, LLC made 14 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 4 holdings, and fully liquidating 2 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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