KMT WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Hermosa Beach, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$184,045
Net value change ($000)
-2,782 (-1.5%)
New positions
3
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTEB 1,013 NEW
SPY 773 55.9%
SCHM 296 NEW
IJR 256 32.6%
SCHA 213 NEW
VXUS 200 2.2%
DFAS 132 2.1%
VOO 79 3.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,159 -4.6%
VTI -1,391 -1.5%
TDTF -317 -100.0%
MSFT -236 -30.1%
AMZN -209 -100.0%
NVDA -175 -41.7%
AAPL -130 -20.8%
AVGO -98 -28.6%
CGGO -13 -3.7%
HD -10 -4.7%
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