Data as of Q4 2025 (Dec 31, 2025)

KMT WEALTH MANAGEMENT, LLC

•CIK: 2058235•Filing: Q4 2025

**KMT WEALTH MANAGEMENT, LLC** manages $187M across a concentrated portfolio of 16 positions. The strategy exhibits a significant allocation to broad US equity indices, anchored by VTI at $94.9M and IVV at $68.6M. Further notable holdings include substantial positions in DFAS ($6.3M) and VOO ($2.3M). This structure suggests a core focus on large-cap, diversified market exposure.

Total AUM
$186.8M
QoQ Performance
+0.6%
Positions
14
Top 10 Concentration
99.1%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
IVV
VTI50.8%
IVV36.7%
VXUS4.9%
DFAS3.4%
VOO1.2%
SPY0.7%
IJR0.4%
MSFT0.4%

📈 Biggest Buys

VTI
VANGUARD INDEX FDS
+1.0%
50.8% of portfolio
AMZN
AMAZON COM INC
NEW
0.1% of portfolio
VOO
VANGUARD INDEX FDS
+3.1%
1.2% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-2.6%
36.7% of portfolio
SPY
SPDR S&P 500 ETF TR
-42.5%
0.7% of portfolio
VXUS
VANGUARD STAR FDS
-7.3%
4.9% of portfolio
IJR
ISHARES TR
-22.0%
0.4% of portfolio

Sector Breakdown

Other59.9%
ETF38.7%
Technology1.2%
Consumer0.2%

🚪 Exited Positionssold since Q3 2025

SCHM
SCHWAB STRATEGIC TR
SOLD
$301.7K

Changes from Q3 2025

NEW1 new position
↑2 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VTI50.8%
VANGUARD INDEX FDS
$94.9M
IVV36.7%
ISHARES TR
$68.6M
VXUS4.9%
VANGUARD STAR FDS
$9.1M
DFAS3.4%
DIMENSIONAL ETF TRUST
$6.3M
VOO1.2%
VANGUARD INDEX FDS
$2.3M

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