Institutional filer · SEC 13F · Q4 2024
KMT WEALTH MANAGEMENT, LLC
The reported 13F portfolio of KMT WEALTH MANAGEMENT, LLC (CIK 2058235) - top holdings, how concentrated the book is, and what changed last quarter.
- $124.7M
- Reported book
- 13
- Positions
- #275
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, KMT WEALTH MANAGEMENT, LLC ranks #275 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $124.7M across 13 positions, a concentrated portfolio led by a few core positions.
- $124.7M
- reported 13F value
- 13
- disclosed positions
- 45.1%
- in ISHARES TR
- #275
- of 360 filers
Top-5 share 97.0% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, KMT WEALTH MANAGEMENT, LLC ranks #275 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where KMT WEALTH MANAGEMENT, LLC sits by disclosed position count
KMT WEALTH MANAGEMENT, LLC reports 13 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
KMT WEALTH MANAGEMENT, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
13 330th of 360 higher than 30 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
KMT WEALTH MANAGEMENT, LLC reports $0.12B across 13 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2058235 · Q4 2024 $125M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #275/360
- POS-CORE 13 names
- CONC-DOM 97% top-5
- LEAD-DOM 45.1% ISHARES TR
- PHOTO-FINISH Farmers National Bank
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Farmers National Bank
Read with: Ownership concentration guide - KMT WEALTH MANAGEMENT, LLC's top-five positions weigh 97% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · KMT WEALTH MANAGEMENT, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$124.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $56.3M | 45.1% |
| 2 | VANGUARD INDEX FDS | $48.8M | 39.1% |
| 3 | VANGUARD STAR FDS | $7.6M | 6.1% |
| 4 | DIMENSIONAL ETF TRUST | $6.2M | 5.0% |
| 5 | VANGUARD INDEX FDS | $2.0M | 1.6% |
| 6 | ISHARES TR | $1.2M | 1.0% |
| 7 | ISHARES TR | $740K | 0.6% |
| 8 | APPLE INC | $409K | 0.3% |
| 9 | MICROSOFT CORP | $378K | 0.3% |
| 10 | FLEXSHARES TR | $307K | 0.3% |
| 11 | NVIDIA CORPORATION | $302K | 0.2% |
| 12 | BROADCOM INC | $230K | 0.2% |
| 13 | SPDR S&P 500 ETF TR | $216K | 0.2% |
Latest Quarter Trades · Q4 2024
New positions (13)
Frequently Asked Questions
- How big is KMT WEALTH MANAGEMENT, LLC's 13F portfolio?
- KMT WEALTH MANAGEMENT, LLC reports $124.7M of long US-equity positions across 13 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does KMT WEALTH MANAGEMENT, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, KMT WEALTH MANAGEMENT, LLC ranks #275 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is KMT WEALTH MANAGEMENT, LLC's largest position?
- KMT WEALTH MANAGEMENT, LLC's largest reported position is ISHARES TR at $56.3M, about 45.1% of its reported book as of Q4 2024.
- What did KMT WEALTH MANAGEMENT, LLC trade last quarter?
- In its Q4 2024 filing, KMT WEALTH MANAGEMENT, LLC opened 13 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for KMT WEALTH MANAGEMENT, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($124.7M here).
Similar holding count
Nearest filers by number of disclosed positions (13 here).
Using this filing
- The rankings sort every tracked filer the same way KMT WEALTH MANAGEMENT, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Farmers National Bank reported the nearest book value ($124.6M) this quarter, a useful scale comparison for KMT WEALTH MANAGEMENT, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.