KW
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KMT WEALTH MANAGEMENT, LLC13F | |
| KMT WEALTH MANAGEMENT, LLC | |
| Last update 2025-05-15 | 16 Stocks (4 new) |
| Value $146.00 Mil | Turnover 19 % |
KMT WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 240,210 | 66,019.3 | +42.76% | 45.250 | +13.55% | 0.020 | +17.05% | +6.98% | 450,247.8 | ||
IVV | iShares Core S&P 500 ETF | 95,244 | 53,517.6 | -0.40% | 36.680 | -0.18% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
VXUS | Vanguard Total International Stock | 129,571 | 8,046.4 | 0% | 5.520 | 0% | 0.010 | +14.38% | +19.13% | 87,184.0 | ||
DFAS | Dimensional U.S. Small Cap ETF | 90,461 | 5,405.1 | -5.24% | 3.700 | -0.26% | 0.060 | +16.49% | +1.71% | 10,558.0 | ||
SPY | SPDR S&P 500 ETF Trust | 7,823 | 4,376.1 | +2,020.05% | 3.000 | +2.86% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
VOO | Vanguard S&P 500 ETF | 7,105 | 3,651.3 | +88.16% | 2.500 | +1.17% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
FLOT | iShares Floating Rate Bond ETF | 23,590 | 1,204.3 | 0% | 0.830 | 0% | 0.010 | +1.33% | +2.44% | 8,909.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 8,383 | 876.6 | +30.54% | 0.600 | +0.14% | 0.000 | +14.76% | -1.20% | 81,565.8 | ||
MSFT | Microsoft Corp | 1,744 | 654.7 | +94.64% | 0.450 | +0.22% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 2,599 | 577.3 | +59.15% | 0.400 | +0.15% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware |
KMT WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
KMT WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +13.55% | 271.18 ($290.53) 303.12 | $308.03 | 6.02% | Add 42.76% | 240,210 | 71,950 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +2.86% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Add 2020.05% | 7,823 | 7,454 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.17% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Add 88.16% | 7,105 | 3,329 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Reduce Reduce | -0.26% | 58.81 ($64.31) 68.2 | $65.87 | 2.43% | Reduce -5.24% | 90,461 | -5,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.22% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Add 94.64% | 1,744 | 848 | |
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 2025-03-31 | New Buy New Buy | +0.20% | 28.33 ($29.71) 30.84 | $32.07 | 7.94% | New holding | 10,286 | 10,286 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.18% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Reduce -0.4% | 95,244 | -382 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +0.18% | 25.58 ($27.85) 29.24 | $28.71 | 3.09% | New holding | 10,179 | 10,179 | |
AVGO | Broadcom Inc | 2025-03-31 | Sold Out Sold Out | -0.18% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Sold Out | 0 | -990 | |
HD | The Home Depot Inc | 2025-03-31 | New Buy New Buy | +0.16% | 347.25 ($389.72) 424.87 | $371.68 | -4.63% | New holding | 621 | 621 |
KMT WEALTH MANAGEMENT, LLC Total Holding History ($B)
KMT WEALTH MANAGEMENT, LLC's Asset Allocation
KMT WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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KMT WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31
KMT WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
KMT WEALTH MANAGEMENT, LLC's Holdings Heat Map
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KMT WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
KMT WEALTH MANAGEMENT, LLC News
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