KMT WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Hermosa Beach, CA
Holdings as of
9/30/2025
Date filed
11/20/2025
Form type
13F-HR
Num holdings
16
Total value ($000)
$185,686
Net value change ($000)
+16,245 (9.6%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 9,183 11.1%
IVV 5,088 8.0%
VXUS 566 6.3%
VOO 491 28.8%
DFAS 430 7.5%
SPY 183 8.5%
IJR 80 8.7%
NVDA 65 18.3%
AVGO 54 19.8%
AAPL 52 9.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -26 -3.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type