13F HOLDINGS REPORT
KMT WEALTH MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 20, 2025 · Accession 0001104659-25-114459
Total Value
$185.7M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 280,304 | $92.0M | 49.54% |
| 2 | ISHARES TR | 464287200 | 102,783 | $68.8M | 37.05% |
| 3 | VANGUARD STAR FDS | 921909768 | 129,571 | $9.5M | 5.13% |
| 4 | DIMENSIONAL ETF TRUST | 25434V500 | 90,461 | $6.2M | 3.34% |
| 5 | SPDR S&P 500 ETF TR | SPY | 3,524 | $2.3M | 1.26% |
| 6 | VANGUARD INDEX FDS | 922908363 | 3,581 | $2.2M | 1.18% |
| 7 | ISHARES TR | 464287804 | 8,383 | $996,152 | 0.54% |
| 8 | MICROSOFT CORP | MSFT | 1,624 | $841,151 | 0.45% |
| 9 | APPLE INC | AAPL | 2,299 | $585,394 | 0.32% |
| 10 | NVIDIA CORPORATION | NVDA | 2,250 | $419,805 | 0.23% |
| 11 | CAPITAL GROUP GBL GROWTH EQT | 14020X104 | 10,286 | $351,473 | 0.19% |
| 12 | BROADCOM INC | AVGO | 990 | $326,611 | 0.18% |
| 13 | FLEXSHARES TR | FLEX | 13,214 | $320,704 | 0.17% |
| 14 | SCHWAB STRATEGIC TR | 808524508 | 10,179 | $301,706 | 0.16% |
| 15 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 6,187 | $260,040 | 0.14% |
| 16 | HOME DEPOT INC | HD | 621 | $251,623 | 0.14% |