Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KMT WEALTH MANAGEMENT, LLC (CIK 2058235) reported $184.0M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($93.5M, 50.80%), IVV ($65.4M, 35.53%), VXUS ($9.3M, 5.03%), DFAS ($6.4M, 3.50%), VOO ($2.4M, 1.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $93.5M | 50.80% | 291,438 | Added |
| 2 | IVV | ISHARES TR | $65.4M | 35.53% | 100,107 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $9.3M | 5.03% | 120,171 | Hold |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $6.4M | 3.50% | 90,461 | Hold |
| 5 | VOO | VANGUARD INDEX FDS | $2.4M | 1.30% | 4,007 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 1.17% | 3,314 | Added |
| 7 | IJR | ISHARES TR | $1.0M | 0.57% | 8,383 | Added |
| 8 | VTEB | VANGUARD MUN BD FDS | $1.0M | 0.55% | 20,300 | New |
| 9 | MSFT | MICROSOFT CORP | $549,332 | 0.30% | 1,484 | Trimmed |
| 10 | AAPL | APPLE INC | $494,637 | 0.27% | 1,949 | Trimmed |
| 11 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $343,244 | 0.19% | 10,286 | Hold |
| 12 | SCHM | SCHWAB STRATEGIC TR | $295,947 | 0.16% | 9,559 | New |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $263,195 | 0.14% | 6,187 | Hold |
| 14 | AVGO | BROADCOM INC | $244,513 | 0.13% | 790 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $245,032 | 0.13% | 1,405 | Trimmed |
| 16 | SCHA | SCHWAB STRATEGIC TR | $212,604 | 0.12% | 7,311 | New |
| 17 | HD | HOME DEPOT INC | $204,241 | 0.11% | 621 | Hold |
| 18 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 19 | TDTF | FLEXSHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31