KMT WEALTH MANAGEMENT, LLC

CIK 0002058235 • 6 13F filings • May 15, 2025 – Aug 5, 2026

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Filer information

Filed by: KMT WEALTH MANAGEMENT, LLC, Founder, CEO & CCO
Address: 2447 PACIFIC COAST HWY, 2ND FLOOR, HERMOSA BEACH, CA, 90254
Phone: 773-895-8962
AUM: $186.8M

AUM over time

$118.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $118.2M121 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$505K	0.4%	5,569 SH	New
ABBVIE INC	COM	$800K	0.7%	3,178 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.3M	1.1%	2,184 SH	New
ADVISORSHARES TR	PURE CANNABIS	$30K	0.0%	10,451 SH	New
AGEAGLE AERIAL SYS INC NEW	COM SHS	$112K	0.1%	125,579 SH	New
AIRO GROUP HLDGS INC	COM	$329K	0.3%	44,463 SH	New
ALPHABET INC	CAP STK CL A	$2.6M	2.2%	7,139 SH	New
ALPHABET INC	CAP STK CL C	$970K	0.8%	2,746 SH	New
ALZAMEND NEURO INC	COM NEW 2025	$1.6M	1.3%	1,329,100 SH	New
AMAZON COM INC	COM	$3.5M	2.9%	14,518 SH	New
AMEREN CORP	COM	$595K	0.5%	5,260 SH	New
AMERICAN BITCOIN CORP.	COM CL A	$1.6M	1.4%	2,391,091 SH	New
AMERICAN RES CORP	CL A	$254K	0.2%	118,193 SH	New
APPLE INC	COM	$7.8M	6.6%Prev: 0.3%	26,882 SH	Increased+24,283 SH
ARISTA NETWORKS INC	COM SHS	$1.9M	1.6%	11,217 SH	New
ASHFORD HOSPITALITY TR INC	COM NEW	$849K	0.7%	262,020 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$1.9M	1.6%	935 SH	New
AXON ENTERPRISE INC	COM	$590K	0.5%	1,052 SH	New
BABCOCK & WILCOX ENTERPRISES	COM	$2.1M	1.8%	147,781 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$909K	0.8%	1,817 SH	New
BROADCOM INC	COM	$601K	0.5%Prev: 0.2%	1,590 SH	Increased+600 SH
CADENCE DESIGN SYSTEM INC	COM	$236K	0.2%	628 SH	New
CARDLYTICS INC	COM NEW	$121K	0.1%	26,845 SH	New
CATERPILLAR INC	COM	$883K	0.7%	829 SH	New
CINTAS CORP	COM	$549K	0.5%	3,227 SH	New
CME GROUP INC	COM	$512K	0.4%	2,321 SH	New
COHERUS ONCOLOGY INC	COM	$17K	0.0%	12,396 SH	New
CRITICAL METALS CORP	PUBCO ORD SHS	$1.1M	0.9%	104,770 SH	New
D R HORTON INC	COM	$524K	0.4%	3,215 SH	New
DISNEY WALT CO	COM	$203K	0.2%	2,108 SH	New
DRAGANFLY INC.	COM	$206K	0.2%	37,990 SH	New
EATON VANCE RISK-MANAGED DIV	COM	$93K	0.1%	11,230 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$226K	0.2%	23,051 SH	New
ELI LILLY & CO	COM	$241K	0.2%	201 SH	New
ENTREPRENEURSHARES SERIES TR	ERSH PRI PUB ETF	$261K	0.2%	12,419 SH	New
ETF SER SOLUTIONS	DEFIA QUANT ETF	$902K	0.8%	5,456 SH	New
EXPION360 INC	COM NEW	$68K	0.1%	152,152 SH	New
FABRICAI INC	COM	$49K	0.0%	13,250 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$201K	0.2%	705 SH	New
FIDELITY ETHEREUM FD	SHS	$398K	0.3%	25,296 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$1.9M	1.6%	106,305 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$1.0M	0.9%	3,621 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$966K	0.8%	11,922 SH	New
FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$211K	0.2%	1,726 SH	New
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$578K	0.5%	21,711 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$253K	0.2%	755 SH	New
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$424K	0.4%	11,605 SH	New
FORTINET INC	COM	$1.2M	1.1%	8,115 SH	New
FRANKLIN UNVL TR	SH BEN INT	$87K	0.1%	10,734 SH	New
GE AEROSPACE	COM NEW	$475K	0.4%	1,271 SH	New
GE VERNOVA INC	COM	$367K	0.3%	312 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$1.1M	0.9%	16,180 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$1.2M	1.0%	20,100 SH	New
GRAYSCALE COINDESK CRYPTO	USD SHS	$963K	0.8%	36,504 SH	New
ILLINOIS TOOL WKS INC	COM	$14.3M	12.1%	53,011 SH	New
INTEL CORP	COM	$1.5M	1.3%	10,920 SH	New
INTENSITY THERAPEUTICS INC	COM NEW	$2.0M	1.7%	496,493 SH	New
INVESCO QQQ TR	UNIT SER 1	$549K	0.5%	746 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$539K	0.5%	16,197 SH	New
ISHARES GOLD TRUST MICRO	SHS REPSTG UN TR	$219K	0.2%	5,465 SH	New
ISHARES TR	CORE S&P500 ETF	$207K	0.2%Prev: 37.6%	276 SH	Decreased-102,325 SH
ISHARES TR	EXPANDED TECH	$357K	0.3%	3,945 SH	New
ISHARES TR	FUTU AI TECH ETF	$1.3M	1.1%	16,506 SH	New
ISHARES TR	PFD AND INCM SEC	$478K	0.4%	15,686 SH	New
ISHARES TR	RUS 1000 GRW ETF	$218K	0.2%	1,759 SH	New
ISHARES TR	TIPS BD ETF	$257K	0.2%	2,348 SH	New
ISHARES TR	US AER DEF ETF	$293K	0.2%	1,210 SH	New
LOANDEPOT INC	COM CL A	$46K	0.0%	37,108 SH	New
LOCKHEED MARTIN CORP	COM	$969K	0.8%	1,902 SH	New
MARRIOTT INTL INC NEW	CL A	$2.6M	2.2%	7,134 SH	New
MASTERCARD INCORPORATED	CL A	$562K	0.5%	1,094 SH	New
META PLATFORMS INC	CL A	$1.6M	1.4%	2,913 SH	New
MICROALGO INC	SHS CL A	$522K	0.4%	131,196 SH	New
MICRON TECHNOLOGY INC	COM	$566K	0.5%	490 SH	New
MICROSOFT CORP	COM	$1.6M	1.4%Prev: 0.5%	4,386 SH	Increased+2,642 SH
MP MATERIALS CORP	COM CL A	$797K	0.7%	14,225 SH	New
NETFLIX INC.	COM	$715K	0.6%	10,013 SH	New
NEW PAC METALS CORP	COM	$91K	0.1%	22,693 SH	New
NOVA MINERALS CORP	COMMON STOCK	$351K	0.3%	74,347 SH	New
NUSCALE PWR CORP	CL A COM	$207K	0.2%	20,673 SH	New
NUVEEN CR STRATEGIES INCOME	COM SHS	$265K	0.2%	54,431 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$519K	0.4%	65,897 SH	New
NVIDIA CORPORATION	COM	$7.6M	6.4%Prev: 0.2%	38,047 SH	Increased+35,797 SH
OFFERPAD SOLUTIONS INC	COM CL A	$1.5M	1.3%	303,595 SH	New
OLD DOMINION FREIGHT LINE IN	COM	$369K	0.3%	1,704 SH	New
ONDAS INC	COM NEW	$311K	0.3%	37,747 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$495K	0.4%	4,246 SH	New
PALO ALTO NETWORKS INC	COM	$703K	0.6%	2,061 SH	New
PLUG PWR INC	COM NEW	$138K	0.1%	50,954 SH	New
PSQ HOLDINGS INC	CL A	$70K	0.1%	175,004 SH	New
PUTNAM PREMIER INCOME TR	SH BEN INT	$68K	0.1%	19,594 SH	New
RED CAT HLDGS INC	COM	$144K	0.1%	13,556 SH	New
RUNWAY GROWTH FINANCE CORP	COM	$118K	0.1%	21,049 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$218K	0.2%	1,372 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.2M	1.1%	6,556 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$230K	0.2%	1,345 SH	New
SPDR SERIES TRUST	SP KENSHO FUTR	$578K	0.5%	5,143 SH	New
SPDR SERIES TRUST	ST STR CONV ETF	$1.6M	1.3%	14,647 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$5.4M	4.6%	61,881 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$772K	0.7%	6,489 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$245K	0.2%	1,548 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$230K	0.2%	4,828 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$628K	0.5%	1,315 SH	New
TESLA INC	COM	$2.4M	2.0%	5,663 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$216K	0.2%	430 SH	New
TIDAL TRUST II	ROUNDHILL GENER	$312K	0.3%	3,165 SH	New
UNUSUAL MACHS INC	COM SHS	$617K	0.5%	27,690 SH	New
USA RARE EARTH INC	COM	$1.2M	1.0%	55,365 SH	New
VANECK ETF TRUST	RARE EAR STR ETF	$1.7M	1.4%	18,969 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$590K	0.5%	8,566 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$463K	0.4%	6,306 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$340K	0.3%	3,942 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.9%Prev: 1.0%	1,529 SH	Decreased-1,467 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$368K	0.3%Prev: 48.9%	993 SH	Decreased-271,452 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	1.2%	9,070 SH	New
VANGUARD WORLD FD	ENERGY ETF	$760K	0.6%	5,059 SH	New
VENU HLDG CORP	COM	$35K	0.0%	15,425 SH	New
VUZIX CORP	COM NEW	$215K	0.2%	74,095 SH	New
WALMART INC	COM	$1.2M	1.0%	10,736 SH	New
WEC ENERGY GROUP INC	COM	$299K	0.3%	2,563 SH	New
WESTERN DIGITAL CORP	COM	$319K	0.3%	500 SH	New

Sold (vs prior filing)

CAPITAL GROUP DIVIDEND VALUE — $244K
CAPITAL GROUP GBL GROWTH EQT — $329K
DIMENSIONAL ETF TRUST — $5.8M
FLEXSHARES TR — $318K
HOME DEPOT INC — $228K
ISHARES TR — $916K
SCHWAB STRATEGIC TR — $286K
SPDR S&P 500 ETF TR — $2.2M
VANGUARD STAR FDS — $9.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001104659-26-010767	$186.8M	View
Nov 20, 2025	Q3 2025	13F-HR	0001104659-25-114459	$185.7M	View
Aug 5, 2026	Q2 2026