1y return+21.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $128 against $127 in the S&P 500.2
Kmt Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ITWIllinois Tool Wks Inc | $14.3M | 12.1% | New |
| AAPLApple Inc | $7.8M | 6.6% | +1279.3% |
| NVDANvidia Corporation | $7.6M | 6.4% | +2608.0% |
| SPYMSpdr Series Trust | $5.4M | 4.6% | New |
| AMZNAmazon Com Inc | $3.5M | 2.9% | New |
| MARMarriott Intl Inc New | $2.6M | 2.2% | New |
| GOOGLAlphabet Inc | $2.6M | 2.2% | New |
| TSLATesla Inc | $2.4M | 2.0% | New |
| BWBabcock & Wilcox Enterprises | $2.1M | 1.8% | New |
| INTSIntensity Therapeutics Inc | $2.0M | 1.7% | New |
| ANETArista Networks Inc | $1.9M | 1.6% | New |
| FPEFirst Tr Exch Traded Fd III | $1.9M | 1.6% | New |
| Asml Hldg NvCUSIP N07059210 | $1.9M | 1.6% | New |
| REMXVaneck Etf Trust | $1.7M | 1.4% | New |
| METAMeta Platforms Inc | $1.6M | 1.4% | New |
| MSFTMicrosoft Corp | $1.6M | 1.4% | +195.6% |
| American Bitcoin Corp.CUSIP 02462A104 | $1.6M | 1.4% | New |
| ALZNAlzamend Neuro Inc | $1.6M | 1.3% | New |
| CWBSpdr Series Trust | $1.6M | 1.3% | New |
| INTCIntel Corp | $1.5M | 1.3% | New |
| OPADOfferpad Solutions Inc | $1.5M | 1.3% | New |
| VYMVanguard Whitehall Fds | $1.4M | 1.2% | New |
| AMDAdvanced Micro Devices Inc | $1.3M | 1.1% | New |
| ARTYIshares Tr | $1.3M | 1.1% | New |
| XLKSelect Sector Spdr Tr | $1.2M | 1.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $7.6M |
| VOOVanguard Index Fds | December 31, 2024 | +27.5% | $1.1M |
| AAPLApple Inc | December 31, 2024 | +15.5% | $7.8M |
| MSFTMicrosoft Corp | December 31, 2024 | −11.5% | $1.6M |
Sold off last quarter
- VXUSVanguard Star Fds was $9.3M
- Dimensional Etf TrustCUSIP 25434V500 was $6.4M
- SPYState Str Spdr S&p 500 Etf T was $2.2M
- IJRIshares Tr was $1.0M
- VTEBVanguard Mun Bd Fds was $1.0M
- CGGOCapital Group Gbl Growth Eqt was $343K
- SCHMSchwab Strategic Tr was $296K
- CGDVCapital Group Dividend Value was $263K
- SCHASchwab Strategic Tr was $213K
- HDHome Depot Inc was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.8% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kmt Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2058235&type=13F-HR&dateb=&owner=include&count=40CIK 2058235
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2058235/000110465926091013/Filed August 5, 2026 · accession 0001104659-26-091013