KMT WEALTH MANAGEMENT, LLC

Est. AUM

$184.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$93.5M	291438	50.80%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$65.4M	100107	35.53%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$9.3M	120171	5.03%	SOLE
4	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$6.4M	90461	3.50%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	4007	1.30%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	3314	1.17%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$1.0M	8383	0.57%	SOLE
8	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	20300	0.55%	SOLE
9	MICROSOFT CORP	COM	$549K	1484	0.30%	SOLE
10	APPLE INC	COM	$495K	1949	0.27%	SOLE
11	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$343K	10286	0.19%	SOLE
12	SCHWAB STRATEGIC TR	US MID-CAP ETF	$296K	9559	0.16%	SOLE
13	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$263K	6187	0.14%	SOLE
14	NVIDIA CORPORATION	COM	$245K	1405	0.13%	SOLE
15	BROADCOM INC	COM	$245K	790	0.13%	SOLE
16	SCHWAB STRATEGIC TR	US SML CAP ETF	$213K	7311	0.12%	SOLE
17	HOME DEPOT INC	COM	$204K	621	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.