KMT WEALTH MANAGEMENT, LLC Diversified Active

Location: Hermosa Beach, CA

CIK: 0002058235 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $184M (100.0% shares, 0.0% debt)

Holdings (17)

VTI VANGUARD INDEX FDS 50.8%

Value $93.5M Shares 291,438 Est. Cost $289.60 Unrealized —

IVV ISHARES TR 35.5%

Value $65.39M Shares 100,107 Est. Cost $590.99 Unrealized —

VXUS VANGUARD STAR FDS 5.0%

Value $9.266M Shares 120,171 Est. Cost $58.93 Unrealized —

DFAS DIMENSIONAL ETF TRUST 3.5%

Value $6.434M Shares 90,461 Est. Cost $65.08 Unrealized —

VOO VANGUARD INDEX FDS 1.3%

Value $2.394M Shares 4,007 Est. Cost $547.89 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 1.2%

Value $2.155M Shares 3,314 Est. Cost $595.51 Unrealized —

IJR ISHARES TR 0.6%

Value $1.042M Shares 8,383 Est. Cost $115.27 Unrealized —

VTEB VANGUARD MUN BD FDS 0.6%

Value $1.013M Shares 20,300 Est. Cost $49.89 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $549K Shares 1,484 Est. Cost $413.95 Unrealized +5.0%

AAPL APPLE INC 0.3%

Value $495K Shares 1,949 Est. Cost $233.12 Unrealized +12.7%

CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%

Value $343K Shares 10,286 Est. Cost $28.33 Unrealized —

SCHM SCHWAB STRATEGIC TR 0.2%

Value $296K Shares 9,559 Est. Cost $30.96 Unrealized —

CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%

Value $263K Shares 6,187 Est. Cost $35.64 Unrealized —

NVDA NVIDIA CORPORATION 0.1%

Value $245K Shares 1,405 Est. Cost $137.79 Unrealized +35.4%

AVGO BROADCOM INC 0.1%

Value $245K Shares 790 Est. Cost $215.92 Unrealized +54.8%

SCHA SCHWAB STRATEGIC TR 0.1%

Value $213K Shares 7,311 Est. Cost $29.08 Unrealized —

HD HOME DEPOT INC 0.1%

Value $204K Shares 621 Est. Cost $380.72 Unrealized -1.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	291,438	$93.5M	50.8%	$289.60	—	TOTAL STK MKT	922908769
IVV	ISHARES TR	100,107	$65.39M	35.5%	$590.99	—	CORE S&P500 ETF	464287200
VXUS	VANGUARD STAR FDS	120,171	$9.266M	5.0%	$58.93	—	VG TL INTL STK F	921909768
DFAS	DIMENSIONAL ETF TRUST	90,461	$6.434M	3.5%	$65.08	—	US SMALL CAP ETF	25434V500
VOO	VANGUARD INDEX FDS	4,007	$2.394M	1.3%	$547.89	—	S&P 500 ETF SHS	922908363
SPY	STATE STR SPDR S&P 500 ETF T	3,314	$2.155M	1.2%	$595.51	—	TR UNIT	78462F103
IJR	ISHARES TR	8,383	$1.042M	0.6%	$115.27	—	CORE S&P SCP ETF	464287804
VTEB	VANGUARD MUN BD FDS	20,300	$1.013M	0.6%	$49.89	—	TAX EXEMPT BD	922907746
MSFT	MICROSOFT CORP	1,484	$549K	0.3%	$413.95	+5.0%	COM	594918104
AAPL	APPLE INC	1,949	$495K	0.3%	$233.12	+12.7%	COM	037833100
CGGO	CAPITAL GROUP GBL GROWTH EQT	10,286	$343K	0.2%	$28.33	—	SHS CREATION UNI	14020X104
SCHM	SCHWAB STRATEGIC TR	9,559	$296K	0.2%	$30.96	—	US MID-CAP ETF	808524508
CGDV	CAPITAL GROUP DIVIDEND VALUE	6,187	$263K	0.1%	$35.64	—	SHS CREATION UNI	14020W106
NVDA	NVIDIA CORPORATION	1,405	$245K	0.1%	$137.79	+35.4%	COM	67066G104
AVGO	BROADCOM INC	790	$245K	0.1%	$215.92	+54.8%	COM	11135F101
SCHA	SCHWAB STRATEGIC TR	7,311	$213K	0.1%	$29.08	—	US SML CAP ETF	808524607
HD	HOME DEPOT INC	621	$204K	0.1%	$380.72	-1.0%	COM	437076102