• 13F History

KMT WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 27, 2025
Value $
$125M
Signature - Title
Karen Tatman - Founder, CEO & CCO
Location
El Segundo, 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 13 stock holdings with total value $125M as of Q4 2024. Top holdings included IVV, VTI, VXUS, DFAS, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 13 $125M $0 $0 IVV, VTI, VXUS, DFAS, VOO 13F-HR 2/27/2025, 11:25 AM