KMT WEALTH MANAGEMENT, LLC
CIK
2058235
Location
HERMOSA BEACH, CA
Portfolio Value
Micro
$88,800,713
Diversification
Diversified
Filing Date
Global Rank
#6,123
/ 8,517
▲ 2185
Top Industry
Specialty Industrial Machinery
19.7%
3Y Alpha vs SPY
+6.7%
Period ended 46 days ago
Filed Aug 5, 2026 · 10d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+38.1%
SPY
+27.3%
Annualised alpha
+6.6%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.1%
−51.2 pts
Top 5
41.3%
−51.7 pts
Top 10
53.8%
−46.2 pts
HHI
523
Diversified−4,301
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.3% | $30,483,380 |
| Industrials | 24.8% | $21,993,427 |
| Consumer Cyclical | 10.2% | $9,044,539 |
| Communication Services | 7.0% | $6,200,728 |
| Healthcare | 6.1% | $5,409,606 |
| Financial Services | 5.7% | $5,034,243 |
| Basic Materials | 3.9% | $3,507,552 |
| Unclassified | 3.0% | $2,668,705 |
| Real Estate | 2.6% | $2,348,703 |
| Consumer Defensive | 1.4% | $1,215,959 |
| Utilities | 1.0% | $893,871 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ITW | Illinois Tool Works Inc | 53,011 | $14,337,885 | |
| GOOGL | Alphabet Inc. | 9,885 | $3,521,508 | |
| AMZN | Amazon Com Inc | 14,518 | $3,460,220 | |
| MAR | Marriott International Inc /Md/ | 7,134 | $2,643,789 | |
| TSLA | Tesla, Inc. | 5,663 | $2,381,857 | |
| BW | Babcock & Wilcox Enterprises, Inc. | 147,781 | $2,083,712 | |
| INTS | Intensity Therapeutics, Inc. | 496,493 | $2,035,621 | |
| ANET | Arista Networks, Inc. | 11,217 | $1,905,543 | |
| ASML | Asml Holding NV | 935 | $1,860,126 | |
| META | Meta Platforms, Inc. | 2,913 | $1,640,863 | |
| ABTC | American Bitcoin Corp. | 2,391,091 | $1,628,332 | |
| ALZN | Alzamend Neuro, Inc. | 1,329,100 | $1,594,920 | |
| INTC | Intel Corp | 10,920 | $1,524,759 | |
| OPAD | Offerpad Solutions Inc. | 303,595 | $1,499,759 | |
| AMD | Advanced Micro Devices Inc | 2,184 | $1,268,707 | |
| FTNT | Fortinet, Inc. | 8,115 | $1,246,626 | |
| WMT | Walmart Inc. | 10,736 | $1,215,959 | |
| USAR | USA Rare Earth, Inc. | 55,365 | $1,194,776 | |
| CRML | Critical Metals Corp. | 104,770 | $1,073,892 | |
| LMT | Lockheed Martin Corp | 1,902 | $968,992 | |
| GDLC | Grayscale CoinDesk Crypto 5 ETF | 36,504 | $963,340 | |
| BRK-B | Berkshire Hathaway Inc | 1,817 | $909,208 | |
| CAT | Caterpillar Inc | 829 | $882,802 | |
| AHT | Ashford Hospitality Trust Inc | 262,020 | $848,944 | |
| ABBV | AbbVie Inc. | 3,178 | $799,711 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 120,171 | $9,266,385 | |
| SPY | Spdr S&P 500 ETF Trust | 3,314 | $2,155,226 | |
| CGGO | Capital Group Global Growth Equity ETF | 10,286 | $343,243 | |
| CGDV | Capital Group Dividend Value ETF | 6,187 | $263,194 | |
| HD | Home Depot, Inc. | 621 | $204,240 | |
| No positions match the current search. | ||||
83 tracked positions ·
$88,800,713 total
· filing declares
121 positions · $118,195,925
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ITW |
Illinois Tool Works Inc
Industrials
|
NEW | 53,011 | $14,337,885 | 16.15% | |
| AAPL |
Apple Inc.
Technology
|
Added | 26,882 | $7,778,575 | 8.76% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 38,047 | $7,612,824 | 8.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 9,885 | $3,521,508 | 3.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 14,518 | $3,460,220 | 3.90% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
NEW | 7,134 | $2,643,789 | 2.98% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 5,663 | $2,381,857 | 2.68% | |
| BW |
Babcock & Wilcox Enterprises, Inc.
Industrials
|
NEW | 147,781 | $2,083,712 | 2.35% | |
| INTS |
Intensity Therapeutics, Inc.
Healthcare
|
NEW | 496,493 | $2,035,621 | 2.29% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 11,217 | $1,905,543 | 2.15% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 935 | $1,860,126 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 2,913 | $1,640,863 | 1.85% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,386 | $1,636,065 | 1.84% | |
| ABTC |
American Bitcoin Corp.
Financial Services
|
NEW | 2,391,091 | $1,628,332 | 1.83% | |
| ALZN |
Alzamend Neuro, Inc.
Healthcare
|
NEW | 1,329,100 | $1,594,920 | 1.80% | |
| INTC |
Intel Corp
Technology
|
NEW | 10,920 | $1,524,759 | 1.72% | |
| OPAD |
Offerpad Solutions Inc.
Real Estate
|
NEW | 303,595 | $1,499,759 | 1.69% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 2,184 | $1,268,707 | 1.43% | |
| FTNT |
Fortinet, Inc.
Technology
|
NEW | 8,115 | $1,246,626 | 1.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 10,736 | $1,215,959 | 1.37% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
NEW | 55,365 | $1,194,776 | 1.35% | |
| CRML |
Critical Metals Corp.
Basic Materials
|
NEW | 104,770 | $1,073,892 | 1.21% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 1,902 | $968,992 | 1.09% | |
| GDLC |
Grayscale CoinDesk Crypto 5 ETF
|
NEW | 36,504 | $963,340 | 1.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 1,817 | $909,208 | 1.02% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 829 | $882,802 | 0.99% | |
| AHT |
Ashford Hospitality Trust Inc
Real Estate
|
NEW | 262,020 | $848,944 | 0.96% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 3,178 | $799,711 | 0.90% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
NEW | 14,225 | $796,742 | 0.90% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 10,013 | $714,928 | 0.81% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 2,061 | $702,842 | 0.79% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 1,315 | $628,004 | 0.71% | |
| UMAC |
Unusual Machines, Inc.
Technology
|
NEW | 27,690 | $617,487 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,590 | $600,622 | 0.68% | |
| AEE |
Ameren Corp
Utilities
|
NEW | 5,260 | $594,590 | 0.67% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
NEW | 1,052 | $589,761 | 0.66% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 490 | $565,602 | 0.64% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 1,094 | $561,878 | 0.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 746 | $549,354 | 0.62% | |
| CTAS |
Cintas Corp
Industrials
|
NEW | 3,227 | $548,848 | 0.62% | |
| IBIT |
iShares Bitcoin Trust ETF
|
NEW | 16,197 | $539,198 | 0.61% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
NEW | 3,215 | $523,659 | 0.59% | |
| MLGO |
MicroAlgo Inc.
Technology
|
NEW | 131,196 | $522,160 | 0.59% | |
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
NEW | 65,897 | $519,268 | 0.58% | |
| CME |
Cme Group Inc.
Financial Services
|
NEW | 2,321 | $512,546 | 0.58% | |
| ABT |
Abbott Laboratories
Healthcare
|
NEW | 5,569 | $505,331 | 0.57% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 4,246 | $495,380 | 0.56% | |
| GE |
General Electric Co
Industrials
|
NEW | 1,271 | $475,010 | 0.53% | |
| FETH |
Fidelity Ethereum Fund
|
NEW | 25,296 | $398,159 | 0.45% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
NEW | 1,704 | $369,086 | 0.42% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.