Kmt Wealth Management, LLC Portfolio Holdings

Kmt Wealth Management, LLC

  • $125 Billion
  • Q4 2024

Kmt Wealth Management, LLC has filed its 13F form on February 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.3B, Vanguard Total Stock Market Et with a value of $48.8B, Vanguard Star Fd Vanguard Tota with a value of $7.64B, Dimensional ETF Tr U S Small C with a value of $6.21B, and Vanguard Index Fds S&P 500 ETF with a value of $2.03B.

Examining the 13F form we can see an increase of $125B in the current position value.

Kmt Wealth Management, LLC is based out at El Segundo, CA

Below you can find more details about Kmt Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $123 Billion
Technology: $1.32 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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