KMT WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Hermosa Beach, CA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$118,196
Net value change ($000)
-65,849 (-35.8%)
New positions
113
Sold out positions
10
Turnover %
101.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ITW 14,338 NEW
NVDA 7,368 3007.3%
AAPL 7,284 1471.5%
SPYM 5,438 NEW
AMZN 3,460 NEW
MAR 2,644 NEW
GOOGL 2,551 NEW
TSLA 2,382 NEW
BW 2,084 NEW
INTS 2,036 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -93,128 -99.6%
IVV -65,184 -99.7%
VXUS -9,266 -100.0%
DFAS -6,434 -100.0%
SPY -2,155 -100.0%
VOO -1,344 -56.1%
IJR -1,042 -100.0%
VTEB -1,013 -100.0%
CGGO -343 -100.0%
SCHM -296 -100.0%
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