KMT WEALTH MANAGEMENT, LLC

CIK

2058235

Location

HERMOSA BEACH, CA

Portfolio Value

Small $117,881,966

Diversification

Diversified

Filing Date

Global Rank

#8,030 / 8,794 ▼ 754 · as of Jun 2026

Top Industry

Specialty Industrial Machinery 19.7%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.2%

−69.4 pts

Top 5

35.0%

−62.6 pts

Top 10

46.7%

−52.7 pts

HHI

369

Diversified−6,375

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.9%	$31,749,958	25
Technology	25.7%	$30,277,475	22
Industrials	18.8%	$22,199,332	17
Consumer Cyclical	7.7%	$9,044,539	5
Communication Services	5.3%	$6,200,728	5
Healthcare	4.6%	$5,409,606	7
Financial Services	4.3%	$5,034,243	12
Basic Materials	3.0%	$3,507,552	5
Real Estate	2.0%	$2,348,703	2
Consumer Defensive	1.0%	$1,215,959	1
Utilities	0.8%	$893,871	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+36,642	38,047	$7,612,824
AAPL	Apple Inc.	+24,933	26,882	$7,778,575
MSFT	Microsoft Corp	+2,902	4,386	$1,636,065
AVGO	Broadcom Inc.	+800	1,590	$600,622
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	−288,981	6,464	$1,757,144
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−66,760	41,730	$3,068,156
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ITW	Illinois Tool Works Inc	53,011	$14,337,885
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	84,565	$8,034,438
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
AGNG	Global X Funds Global X Aging Population ETF	36,280	$2,261,740
BW	Babcock & Wilcox Enterprises, Inc.	147,781	$2,083,712
INTS	Intensity Therapeutics, Inc.	496,493	$2,035,621
AIRR	First Trust RBA American Industrial Renaissance ETF	15,543	$1,998,200
ANET	Arista Networks, Inc.	11,217	$1,905,543
FCAL	First Trust California Municipal High income ETF	106,305	$1,900,733
ASML	Asml Holding NV	935	$1,860,126
AFK	VanEck Africa Index ETF	18,969	$1,678,756
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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	7,928	$1,466,730
VIGI	Vanguard International Dividend Appreciation ETF	9,070	$1,433,332
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
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	120,171	$9,266,385
DCOR	Dimensional US Core Equity 1 ETF	90,461	$6,434,490
SPY	Spdr S&P 500 ETF Trust	3,314	$2,155,226
VCRM	Vanguard Core Tax-Exempt Bond ETF	20,300	$1,012,767
FNDA	Schwab Fundamental U.S. Small Company ETF	16,870	$508,549
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.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $117,881,966 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 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ITW	Illinois Tool Works Inc Industrials	NEW	53,011	NEW	$14,337,885	NEW	12.16%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	NEW	84,565	NEW	$8,034,438	NEW	6.82%
AAPL	Apple Inc. Technology	Added	26,882	+24,933	$7,778,575	+1472.6%	6.60%
NVDA	Nvidia Corp Technology	Added	38,047	+36,642	$7,612,824	+3006.9%	6.46%
GOOGL	Alphabet Inc. Communication Services	NEW	9,885	NEW	$3,521,508	NEW	2.99%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	14,518	NEW	$3,460,220	NEW	2.94%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	41,730	-66,760	$3,068,156	—	2.60%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	7,134	NEW	$2,643,789	NEW	2.24%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	5,663	NEW	$2,381,857	NEW	2.02%
AGNG	Global X Funds Global X Aging Population ETF	NEW	36,280	NEW	$2,261,740	NEW	1.92%
BW	Babcock & Wilcox Enterprises, Inc. Industrials	NEW	147,781	NEW	$2,083,712	NEW	1.77%
INTS	Intensity Therapeutics, Inc. Healthcare	NEW	496,493	NEW	$2,035,621	NEW	1.73%
AIRR	First Trust RBA American Industrial Renaissance ETF	NEW	15,543	NEW	$1,998,200	NEW	1.70%
ANET	Arista Networks, Inc. Technology	NEW	11,217	NEW	$1,905,543	NEW	1.62%
FCAL	First Trust California Municipal High income ETF	NEW	106,305	NEW	$1,900,733	NEW	1.61%
ASML	Asml Holding NV Technology	NEW	935	NEW	$1,860,126	NEW	1.58%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	6,464	-288,981	$1,757,144	−98.2%	1.49%
AFK	VanEck Africa Index ETF	NEW	18,969	NEW	$1,678,756	NEW	1.42%
META	Meta Platforms, Inc. Communication Services	NEW	2,913	NEW	$1,640,863	NEW	1.39%
MSFT	Microsoft Corp Technology	Added	4,386	+2,902	$1,636,065	+197.8%	1.39%
ABTC	American Bitcoin Corp. Financial Services	NEW	2,391,091	NEW	$1,628,332	NEW	1.38%
ALZN	Alzamend Neuro, Inc. Healthcare	NEW	1,329,100	NEW	$1,594,920	NEW	1.35%
INTC	Intel Corp Technology	NEW	10,920	NEW	$1,524,759	NEW	1.29%
OPAD	Offerpad Solutions Inc. Real Estate	NEW	303,595	NEW	$1,499,759	NEW	1.27%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	NEW	7,928	NEW	$1,466,730	NEW	1.24%
VIGI	Vanguard International Dividend Appreciation ETF	NEW	9,070	NEW	$1,433,332	NEW	1.22%
AMD	Advanced Micro Devices Inc Technology	NEW	2,184	NEW	$1,268,707	NEW	1.08%
FTNT	Fortinet, Inc. Technology	NEW	8,115	NEW	$1,246,626	NEW	1.06%
WMT	Walmart Inc. Consumer Defensive	NEW	10,736	NEW	$1,215,959	NEW	1.03%
USAR	USA Rare Earth, Inc. Basic Materials	NEW	55,365	NEW	$1,194,776	NEW	1.01%
CRML	Critical Metals Corp. Basic Materials	NEW	104,770	NEW	$1,073,892	NEW	0.91%
BIV	Vanguard Intermediate-Term Bond ETF	NEW	14,872	NEW	$1,053,377	NEW	0.89%
LMT	Lockheed Martin Corp Industrials	NEW	1,902	NEW	$968,992	NEW	0.82%
GDLC	Grayscale CoinDesk Crypto 5 ETF	NEW	36,504	NEW	$963,340	NEW	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,817	NEW	$909,208	NEW	0.77%
		NEW	5,456	NEW	$902,313	NEW	0.77%
CAT	Caterpillar Inc Industrials	NEW	829	NEW	$882,802	NEW	0.75%
AHT	Ashford Hospitality Trust Inc Real Estate	NEW	262,020	NEW	$848,944	NEW	0.72%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	22,466	NEW	$830,419	NEW	0.70%
		NEW	9,971	NEW	$808,261	NEW	0.69%
ABBV	AbbVie Inc. Healthcare	NEW	3,178	NEW	$799,711	NEW	0.68%
MP	MP Materials Corp. / DE Basic Materials	NEW	14,225	NEW	$796,742	NEW	0.68%
EDV	Vanguard World Funds Extended Duration ETF	NEW	5,059	NEW	$759,507	NEW	0.64%
NFLX	Netflix Inc Communication Services	NEW	10,013	NEW	$714,928	NEW	0.61%
PANW	Palo Alto Networks Inc Technology	NEW	2,061	NEW	$702,842	NEW	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	1,315	NEW	$628,004	NEW	0.53%
UMAC	Unusual Machines, Inc. Technology	NEW	27,690	NEW	$617,487	NEW	0.52%
AVGO	Broadcom Inc. Technology	Added	1,590	+800	$600,622	+145.6%	0.51%
AEE	Ameren Corp Utilities	NEW	5,260	NEW	$594,590	NEW	0.50%
AXON	Axon Enterprise, Inc. Industrials	NEW	1,052	NEW	$589,761	NEW	0.50%

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.