KMT Wealth Management, LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2026. The filing, submitted on November 9, 2026, details the firm's equity securities portfolio as of the specified date.
The firm's primary holdings are concentrated in exchange-traded funds (ETFs) and large-capitalization technology stocks. The top holding is the Vanguard Total Stock Market ETF, which accounts for 294,528 shares. This is followed by the Vanguard S&P 500 ETF, with 400,700 shares, and the Vanguard Total International Stock ETF, which holds 120,171 shares.
Within the individual stock positions, Microsoft Corporation is the largest holding with 1,484 shares. Other notable stock positions include Apple Inc. (1,949 shares), Broadcom Inc. (790 shares), Eli Lilly & Co. (169 shares), and Home Depot Inc. (621 shares). The portfolio also includes significant positions in various ETFs tracking the S&P 500, the S&P Small-Cap, and the US Small-Cap market, including the iShares Core S&P 500 ETF, the Schwab Strategic US Mid-Cap ETF, and the Dimensional ETF Trust US Small Cap ETF.
