Q2 2026 13F · SEC CIK 2058235

Kmt Wealth Management, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $118.2M
Reported positions: 121
Holdings vs S&P 500, 3 yrs: —
Assets under management: $222.4M

Kmt Wealth Management, LLC is a wealth manager that reported 121 positions worth $118.2M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Illinois Tool Wks Inc (ITW, 12.1%), Apple Inc (AAPL, 6.6%), Nvidia Corporation (NVDA, 6.4%).

Kmt Wealth Management, LLC holdings largest 50 of 121 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kmt Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ITWIllinois Tool Wks Inc	12.1%	New	53,011	—	$14.3M
AAPLApple Inc	6.6%	0.3%	26,882	+1279.3%	$7.8M
NVDANvidia Corporation	6.4%	0.1%	38,047	+2608.0%	$7.6M
SPLGSpdr Series Trust	4.6%	New	61,881	—	$5.4M
AMZNAmazon Com Inc	2.9%	New	14,518	—	$3.5M
MARMarriott Intl Inc New	2.2%	New	7,134	—	$2.6M
GOOGLAlphabet Inc	2.2%	New	7,139	—	$2.6M
TSLATesla Inc	2.0%	New	5,663	—	$2.4M
BWBabcock & Wilcox Enterprises	1.8%	New	147,781	—	$2.1M
INTSIntensity Therapeutics Inc	1.7%	New	496,493	—	$2.0M
ANETArista Networks Inc	1.6%	New	11,217	—	$1.9M
FPEFirst Tr Exch Traded Fd III	1.6%	New	106,305	—	$1.9M
ASMLAsml Hldg NV	1.6%	New	935	—	$1.9M
REMXVaneck ETF Trust	1.4%	New	18,969	—	$1.7M
METAMeta Platforms Inc	1.4%	New	2,913	—	$1.6M
MSFTMicrosoft Corp	1.4%	0.3%	4,386	+195.6%	$1.6M
02462A104American Bitcoin Corp.	1.4%	New	2,391,091	—	$1.6M
ALZNAlzamend Neuro Inc	1.3%	New	1,329,100	—	$1.6M
CWBSpdr Series Trust	1.3%	New	14,647	—	$1.6M
INTCIntel Corp	1.3%	New	10,920	—	$1.5M
OPADOfferpad Solutions Inc	1.3%	New	303,595	—	$1.5M
VYMVanguard Whitehall Fds	1.2%	New	9,070	—	$1.4M
AMDAdvanced Micro Devices Inc	1.1%	New	2,184	—	$1.3M
ARTYIshares Tr	1.1%	New	16,506	—	$1.3M
XLKSelect Sector Spdr Tr	1.1%	New	6,556	—	$1.2M
FTNTFortinet Inc	1.1%	New	8,115	—	$1.2M
WMTWalmart Inc	1.0%	New	10,736	—	$1.2M
SHLDGlobal X Defense Tech ETF	1.0%	New	20,100	—	$1.2M
USARUSA Rare Earth Inc	1.0%	New	55,365	—	$1.2M
CRMLCritical Metals Corp	0.9%	New	104,770	—	$1.1M
AIQGlobal X Fds	0.9%	New	16,180	—	$1.1M
VOOVanguard Index Fds	0.9%	1.3%	1,529	-61.8%	$1.1M
FTXLFirst Tr Exchange Traded Fd	0.9%	New	3,621	—	$1.0M
GOOGAlphabet Inc	0.8%	New	2,746	—	$970K
LMTLockheed Martin Corp	0.8%	New	1,902	—	$969K
RDVYFirst Tr Exchange Traded Fd	0.8%	New	11,922	—	$966K
GDLCGrayscale Coindesk Crypto	0.8%	New	36,504	—	$963K
BRK-BBerkshire Hathaway Inc Del	0.8%	New	1,817	—	$909K
QTUMETF Ser Solutions	0.8%	New	5,456	—	$902K
CATCaterpillar Inc	0.7%	New	829	—	$883K
AHTAshford Hospitality Tr Inc	0.7%	New	262,020	—	$849K
ABBVAbbvie Inc	0.7%	New	3,178	—	$800K
MPMp Materials Corp	0.7%	New	14,225	—	$797K
SPYGState Street Spdr Portfolio S&p 500 Grow	0.7%	New	6,489	—	$772K
VDEVanguard World Fd	0.6%	New	5,059	—	$760K
NFLXNetflix Inc.	0.6%	New	10,013	—	$715K
PANWPalo Alto Networks Inc	0.6%	New	2,061	—	$703K
TSMTaiwan Semiconductor Manufac	0.5%	New	1,315	—	$628K
UMACUnusual Machs Inc	0.5%	New	27,690	—	$617K
AVGOBroadcom Inc	0.5%	0.1%	1,590	+101.3%	$601K

What Kmt Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$118.2M	121
Q1 2026	$184.0M	17
Q4 2025	$186.8M	16
Q3 2025	$185.7M	16
Q2 2025	$169.4M	16
Q1 2025	$145.9M	16
Q4 2024	$124.7M	13

Questions about Kmt Wealth Management, LLC's portfolio

What stocks does Kmt Wealth Management, LLC own?

Kmt Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 121 positions worth $118.2M. The largest are Illinois Tool Wks Inc (ITW) at 12.1%, Apple Inc (AAPL) at 6.6%, Nvidia Corporation (NVDA) at 6.4%, Spdr Series Trust (SPLG) at 4.6% and Amazon Com Inc (AMZN) at 2.9%.

What did Kmt Wealth Management, LLC buy last quarter?

In Q2 2026, Kmt Wealth Management, LLC added a new position in Illinois Tool Wks Inc (ITW), a new position in Spdr Series Trust (SPLG), a new position in Amazon Com Inc (AMZN), a new position in Marriott Intl Inc New (MAR), a new position in Alphabet Inc (GOOGL), Nvidia Corporation (NVDA) (+2608.0% shares), Apple Inc (AAPL) (+1279.3% shares) and Microsoft Corp (MSFT) (+195.6% shares), compared with its Q1 2026 filing.

What did Kmt Wealth Management, LLC sell last quarter?

In Q2 2026, Kmt Wealth Management, LLC cut from its top 50 Vanguard Index Fds (VTI), cut from its top 50 Ishares Tr (IVV), cut from its top 50 Vanguard Star Fds (VXUS), cut from its top 50 Dimensional ETF Trust (DFAS), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY) and Vanguard Index Fds (VOO) (-61.8% shares), compared with its Q1 2026 filing.

When is Kmt Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kmt Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kmt Wealth Management, LLC manage?

Kmt Wealth Management, LLC reported $222.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $118.2M.