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The Analysis of KMT WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, KMT WEALTH MANAGEMENT, LLC holds 17 types of securities in its portfolio with a total value $184.0M. In the most recent quarter, they have increased their positions in VTI (+8.4K shares, valued at $2.7M), VTEB (+20.3K shares, valued at $1.0M), SPY (+1.3K shares, valued at $837.6K); decreased their positions in NVDA (-845 shares, valued at $147.4K), AAPL (-350 shares, valued at $88.8K), N/A (-200 shares, valued at $61.9K); initiated new positions in VTEB (+20.3K shares, valued at $1.0M), SCHM (+9.6K shares, valued at $295.9K), SCHA (+7.3K shares, valued at $212.6K).

1M P&L

+9.2M+4.77%

3M P&L

+13.8M+7.36%

HY P&L

+21.2M+11.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A181.9M

98.8%

2Software - Infrastructure785.4K

0.4%

3Consumer Electronics625.0K

0.3%

Top Industries by Stock Count

1N/A9 stocks

64.3%

2Internet Retail1 stocks

7.1%

3Consumer Electronics1 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS291.4K shares2.98%2026-03-312026-05-12

IVV ISHARES TR100.1K shares0.02%2026-03-312026-05-12

VXUS VANGUARD STAR FDS120.2K shares0.00%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST90.5K shares0.00%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares8.53%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T3.3K shares63.57%2026-03-312026-05-12

IJR ISHARES TR8.4K shares28.14%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS20.3K sharesnew addition2026-03-312026-05-12

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MSFT MICROSOFT CORP1.5K shares-8.62%2026-03-312026-05-12

AAPL APPLE INC1.9K shares-15.22%2026-03-312026-05-12

CGGO CAPITAL GROUP GBL GROWTH EQT10.3K shares0.00%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR9.6K sharesnew addition2026-03-312026-05-12

CGDV CAPITAL GROUP DIVIDEND VALUE6.2K shares0.00%2026-03-312026-05-12

NVDA NVIDIA CORPORATION1.4K shares-37.56%2026-03-312026-05-12

BROADCOM INC BROADCOM INC790 shares-20.20%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR7.3K sharesnew addition2026-03-312026-05-12

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HD HOME DEPOT INC621 shares0.00%2026-03-312026-05-12

VTI

VANGUARD INDEX FDS

2.98%

Shares291.4K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

0.02%

Shares100.1K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

0.00%

Shares120.2K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares90.5K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

8.53%

Shares4.0K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

63.57%

Shares3.3K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

28.14%

Shares8.4K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

New

Shares20.3K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-8.62%

Shares1.5K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-15.22%

Shares1.9K

Event2026-03-31

Filed2026-05-12

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

New

Shares9.6K

Event2026-03-31

Filed2026-05-12

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-37.56%

Shares1.4K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-20.20%

Shares790

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

0.00%

Shares621

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available