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Kmt Wealth Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0002058235
Hermosa Beach 2447 Pacific Coast Hwy 2Nd Floor
Zip Code: 90254
Latest Portfolio Value
$118.2 M
-35.78%
Total Holdings
121
104
Latest Report Date
Q2 2026
Top 10 Concentration
42.63%

Kmt Wealth Management, LLC — Portfolio Overview & Company Profile

Kmt Wealth Management, LLC (CIK: 0002058235) is a financial institution headquartered at 2447 Pacific Coast Hwy, 2Nd Floor, Hermosa Beach, California 90254. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $118.2 M, comprising 121 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 42.6%. Quarterly turnover: 76.0%. ▲ 112 new, +4 added, −3 reduced, ×10 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
-35.86%
$118.04 M 99.87%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$154,956 0.13%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
53,011 $14.34 M 12.13% ▲ 53,011 New Buy
26,882 $7.78 M 6.58% ▲ 24,933 Add 1279.3%
38,047 $7.61 M 6.44% ▲ 36,642 Add 2608.0%
61,881 $5.44 M 4.60% ▲ 61,881 New Buy
14,518 $3.46 M 2.93% ▲ 14,518 New Buy
7,134 $2.64 M 2.24% ▲ 7,134 New Buy
7,139 $2.55 M 2.16% ▲ 7,139 New Buy
5,663 $2.38 M 2.02% ▲ 5,663 New Buy
147,781 $2.08 M 1.76% ▲ 147,781 New Buy
496,493 $2.04 M 1.72% ▲ 496,493 New Buy

Historical Portfolio Charts