Loading…
CIK 0002058235 • 6 13F filings • May 15, 2025 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("kmt-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $495K | 0.3%Prev: 0.4% | 1,949 SH | Decreased-650 SH |
| BROADCOM INC | COM | $245K | 0.1% | 790 SH | New |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $263K | 0.1%Prev: 0.2% | 6,187 SH | Increased |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $343K | 0.2%Prev: 0.2% | 10,286 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.4M | 3.5%Prev: 3.7% | 90,461 SH | Increased |
| HOME DEPOT INC | COM | $204K | 0.1%Prev: 0.2% | 621 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $1.0M | 0.6%Prev: 0.6% | 8,383 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $65.4M | 35.5%Prev: 36.7% | 100,107 SH | Increased+4,863 SH |
| MICROSOFT CORP | COM | $549K | 0.3%Prev: 0.4% | 1,484 SH | Decreased-260 SH |
| NVIDIA CORPORATION | COM | $245K | 0.1%Prev: 0.2% | 1,405 SH | Increased-845 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $296K | 0.2%Prev: 0.2% | 9,559 SH | Increased-620 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $213K | 0.1% | 7,311 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.2M | 1.2% | 3,314 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.4M | 1.3%Prev: 2.5% | 4,007 SH | Decreased-3,098 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $93.5M | 50.8%Prev: 45.2% | 291,438 SH | Increased+51,228 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.0M | 0.6% | 20,300 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.3M | 5.0%Prev: 5.5% | 120,171 SH | Increased-9,400 SH |
| 13F-HR |
| 0001104659-26-091013 |
| $118.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078441 | $169.4M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059198 | $184.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049184 | $145.9M | View |