KMT WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0002058235 · HERMOSA BEACH, CA
As of Sep 30, 2025, KMT WEALTH MANAGEMENT, LLC reported 16 positions worth
CIK 0002058235 · HERMOSA BEACH, CA
As of Sep 30, 2025, KMT WEALTH MANAGEMENT, LLC reported 16 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 280,304 | $92.0M | 49.54% |
| ISHARES CORE S&P 500 ETF | IVV | — | 102,783 | $68.8M | 37.05% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 129,571 | $9.5M | 5.13% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 90,461 | $6.2M | 3.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,524 | $2.3M | 1.26% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,581 | $2.2M | 1.18% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 8,383 | $996.2K | 0.54% |
| MICROSOFT CORP | MSFT | Technology | 1,624 | $841.2K | 0.45% |
| APPLE INC | AAPL | Technology | 2,299 | $585.4K | 0.32% |
| NVIDIA CORP | NVDA | Technology | 2,250 | $419.8K | 0.23% |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | — | 10,286 | $351.5K | 0.19% |
| BROADCOM INC | AVGO | Technology | 990 | $326.6K | 0.18% |
| FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND | TDTF | — | 13,214 | $320.7K | 0.17% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 10,179 | $301.7K | 0.16% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 6,187 | $260.0K | 0.14% |
| HOME DEPOT INC | HD | Consumer Cyclical | 621 | $251.6K | 0.14% |