Institutional Manager · CIK 0002058235
KMT WEALTH MANAGEMENT, LLC
Hermosa Beach, CA · File #028-25419
Latest AUM
$186.8M
Positions
16
Top-10 Concentration
99.1%
Filings
5
Sector Allocation
Filing History
View all filings →Top 16 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 283,018 | $94.9M | 50.79% |
| 2 | ISHARES TR | 464287200 | 100,082 | $68.6M | 36.69% |
| 3 | VANGUARD STAR FDS | 921909768 | 120,171 | $9.1M | 4.85% |
| 4 | DIMENSIONAL ETF TRUST | 25434V500 | 90,461 | $6.3M | 3.37% |
| 5 | VANGUARD INDEX FDS | 922908363 | 3,692 | $2.3M | 1.24% |
| 6 | SPDR S&P 500 ETF TR | SPY | 2,026 | $1.4M | 0.74% |
| 7 | ISHARES TR | 464287804 | 6,542 | $786,218 | 0.42% |
| 8 | MICROSOFT CORP | MSFT | 1,624 | $785,399 | 0.42% |
| 9 | APPLE INC | AAPL | 2,299 | $625,006 | 0.33% |
| 10 | NVIDIA CORPORATION | NVDA | 2,250 | $419,625 | 0.22% |
| 11 | CAPITAL GROUP GBL GROWTH EQT | 14020X104 | 10,286 | $356,410 | 0.19% |
| 12 | BROADCOM INC | AVGO | 990 | $342,639 | 0.18% |
| 13 | FLEXSHARES TR | FLEX | 13,214 | $316,674 | 0.17% |
| 14 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 6,187 | $270,001 | 0.14% |
| 15 | HOME DEPOT INC | HD | 621 | $213,686 | 0.11% |
| 16 | AMAZON COM INC | AMZN | 906 | $209,123 | 0.11% |