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 $186.8M. In the most recent quarter, they have increased their positions in VTI (+2.7K shares, valued at $909.9K), AMZN (+906 shares, valued at $209.1K), N/A (+111 shares, valued at $69.6K); decreased their positions in IVV (-2.7K shares, valued at $1.9M), SPY (-1.5K shares, valued at $1.0M), VXUS (-9.4K shares, valued at $709.1K); initiated new positions in AMZN (+906 shares, valued at $209.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS283.0K shares0.97%2025-12-312026-02-05
IVV ISHARES TR100.1K shares-2.63%2025-12-312026-02-05 VXUS VANGUARD STAR FDS120.2K shares-7.25%2025-12-312026-02-05 DFAS DIMENSIONAL ETF TRUST90.5K shares0.00%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR2.0K shares-42.51%2025-12-312026-02-05 IJR ISHARES TR6.5K shares-21.96%2025-12-312026-02-05 MSFT MICROSOFT CORP1.6K shares0.00%2025-12-312026-02-05 AAPL APPLE INC2.3K shares0.00%2025-12-312026-02-05 NVDA NVIDIA CORPORATION2.3K shares0.00%2025-12-312026-02-05 CGGO CAPITAL GROUP GBL GROWTH EQT10.3K shares0.00%2025-12-312026-02-05 BROADCOM INC BROADCOM INC990 shares0.00%2025-12-312026-02-05 TDTF FLEXSHARES TR13.2K shares0.00%2025-12-312026-02-05 CGDV CAPITAL GROUP DIVIDEND VALUE6.2K shares0.00%2025-12-312026-02-05 HD HOME DEPOT INC621 shares0.00%2025-12-312026-02-05 AMZN AMAZON COM INC906 sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available