KMT Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Illinois Tool Works
ITW
|
+$13.8M |
| 2 |
NVIDIA
NVDA
|
+$7.53M |
| 3 |
Apple
AAPL
|
+$7.13M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.28M |
| 5 |
Amazon
AMZN
|
+$3.64M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$104M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$72.7M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$9.27M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$6.43M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.16M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 28.19% |
| 2 | Technology | 25.7% |
| 3 | Industrials | 18.7% |
| 4 | Consumer Discretionary | 7.62% |
| 5 | Communication Services | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core S&P Small-Cap ETF
IJR
$107B
| – | – |
-8,383
| Closed | -$1.04M |
|
127
Schwab U.S Small- Cap ETF
SCHA
$22.4B
| – | – |
-7,311
| Closed | -$213K |
|
128
Schwab US Mid-Cap ETF
SCHM
$14.7B
| – | – |
-9,559
| Closed | -$296K |
|
|
129
State Street SPDR S&P 500 ETF Trust
SPY
$808B
| – | – |
-3,314
| Closed | -$2.16M |
|
130
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.4B
| – | – |
-20,300
| Closed | -$1.01M |
|
|
131
Vanguard Total International Stock ETF
VXUS
$165B
| – | – |
-120,171
| Closed | -$9.27M |
|
Similar funds
KMT Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, KMT Wealth Management held 131 positions worth $118M, down 36% from $184M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
KMT Wealth Management withdrew a net $85M in Q2 2026, closing 10 positions and reducing 3 holdings. Its most notable exit was Vanguard Total International Stock ETF, an estimated $9.27M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 28% of assets, down from 99% a quarter earlier, followed by Technology and Industrials.
Against the trend, KMT Wealth Management opened a new position in Illinois Tool Works worth $14.3M.
- KMT Wealth Management's largest Q2 2026 buy was Illinois Tool Works: 53,011 shares worth $14.3M.
- KMT Wealth Management added most to NVIDIA in Q2 2026, an estimated $7.53M increase.
- KMT Wealth Management's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $104M.
- KMT Wealth Management fully exited Vanguard Total International Stock ETF in Q2 2026, selling an estimated $9.27M.
- KMT Wealth Management's ten largest holdings make up 43% of its $118M portfolio in Q2 2026.
- KMT Wealth Management opened 114 new positions and closed 10 in Q2 2026.
- KMT Wealth Management's portfolio value fell 36% quarter-over-quarter to $118M.
Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.