The Analysis of KMT WEALTH MANAGEMENT, LLC's Holdings
Currently, KMT WEALTH MANAGEMENT, LLC holds 16 types of securities in its portfolio with a total value $185.7M. In the most recent quarter, they have increased their positions in VTI (+7.9K shares, valued at $2.6M), VOO (+585 shares, valued at $358.2K), IVV (+182 shares, valued at $121.8K); decreased their positions in AAPL (-300 shares, valued at $76.4K), MSFT (-120 shares, valued at $62.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS280.3K shares2.88%2025-09-302025-11-20
IVV ISHARES TR102.8K shares0.18%2025-09-302025-11-20 VXUS VANGUARD STAR FDS129.6K shares0.00%2025-09-302025-11-20 DFAS DIMENSIONAL ETF TRUST90.5K shares0.00%2025-09-302025-11-20 SPY SPDR S&P 500 ETF TR3.5K shares0.57%2025-09-302025-11-20 VOO VANGUARD INDEX FDS3.6K shares19.53%2025-09-302025-11-20 IJR ISHARES TR8.4K shares0.00%2025-09-302025-11-20 MSFT MICROSOFT CORP1.6K shares-6.88%2025-09-302025-11-20 AAPL APPLE INC2.3K shares-11.54%2025-09-302025-11-20 NVDA NVIDIA CORPORATION2.3K shares0.00%2025-09-302025-11-20 CGGO CAPITAL GROUP GBL GROWTH EQT10.3K shares0.00%2025-09-302025-11-20 AVGO BROADCOM INC990 shares0.00%2025-09-302025-11-20 TDTF FLEXSHARES TR13.2K shares0.00%2025-09-302025-11-20 SCHM SCHWAB STRATEGIC TR10.2K shares0.00%2025-09-302025-11-20 CGDV CAPITAL GROUP DIVIDEND VALUE6.2K shares0.00%2025-09-302025-11-20 HD HOME DEPOT INC621 shares0.00%2025-09-302025-11-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available