13F Filings History of KMT WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$186,827,443
Signature - Title
Karen Tatman - Founder, CEO & CCO
Location
Hermosa Beach, CA
Summary
This page shows a list of all the recent 13F filings made by KMT WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KMT WEALTH MANAGEMENT, LLC reported 16 stock holdings with total value $186,827,443 as of Q4 2025. Top holdings included VTI, IVV, VXUS, DFAS, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 16 $186,827,443 +$1,188,657 -$4,103,633 -$2,914,976 VTI, IVV, VXUS, DFAS, VOO 13F-HR 05 Feb 2026, 10:47
Q3 2025 16 $185,686,482 +$3,072,467 -$138,543 +$2,933,924 VTI, IVV, VXUS, DFAS, SPY 13F-HR 20 Nov 2025, 10:03
Q2 2025 16 $169,441,099 +$14,638,039 -$6,206,799 +$8,431,240 VTI, IVV, VXUS, DFAS, SPY 13F-HR 14 Aug 2025, 13:57
Q1 2025 16 $145,899,121 +$27,399,396 -$742,918 +$26,656,478 VTI, IVV, VXUS, DFAS, SPY 13F-HR 15 May 2025, 12:16
Q4 2024 13 $124,721,412 $0 $0 $0 IVV, VTI, VXUS, DFAS, VOO 13F-HR 27 Feb 2025, 11:25