Institutional Fund
Kmt Wealth Management, LLC
Hermosa Beach, CACIK 20582355 filings on record
Portfolio Value
$184.05M
Q1 2026
Holdings
17
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.5%
from $186.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds50.8%
- Ishares Tr35.5%
- Vanguard Star Fds5.0%
- Dimensional ETF Trust3.5%
- Vanguard Index Fds1.3%
- Spdr S&P 500 ETF Tr1.2%
- Other2.7%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 291.4K | $93.50M | 50.8% | +8.4K | Added |
| 2 | Ishares Tr | 100.1K | $65.39M | 35.5% | +25 | Added |
| 3 | Vanguard Star Fds | 120.2K | $9.27M | 5.0% | 0 | Held |
| 4 | Dimensional ETF Trust | 90.5K | $6.43M | 3.5% | 0 | Held |
| 5 | Vanguard Index Fds | 4.0K | $2.39M | 1.3% | +315 | Added |
| 6 | Spdr S&P 500 ETF Tr | 3.3K | $2.16M | 1.2% | +1.3K | Added |
| 7 | Ishares Tr | 8.4K | $1.04M | 0.6% | +1.8K | Added |
| 8 | Vanguard Mun Bd Fds | 20.3K | $1.01M | 0.6% | +20.3K | New |
| 9 | Microsoft Corp | 1.5K | $549.3K | 0.3% | −140 | Reduced |
| 10 | Apple Inc | 1.9K | $494.6K | 0.3% | −350 | Reduced |
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