KMT WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Hermosa Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 118,196
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 121 | 118,196 | 13F-HR | KMT WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/12/2026 | 17 | 184,045 | 13F-HR | KMT WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/5/2026 | 16 | 186,827 | 13F-HR | KMT WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/20/2025 | 16 | 185,686 | 13F-HR | KMT WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/14/2025 | 16 | 169,441 | 13F-HR | KMT WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.54 K | 74.1% | 85.2 K | 0 | 85.2 K |
| ETFs | 29.1 K | 24.6% | 0 | 152.6 K | -152.6 K |
| Debt | 590 | 0.5% | 590 | 0 | 590 |
| Other | 963 | 0.8% | 963 | 0 | 963 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
118,196
Holdings
121
QoQ value change ($000)
-65,849
(-35.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.