KMT WEALTH MANAGEMENT, LLC — 13F holdings

KMT WEALTH MANAGEMENT, LLC reported 121 holdings worth $118M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. ITW ILLINOIS TOOL WKS INC — $14.3M (12.1%)
2. AAPL APPLE INC — $7.78M (6.6%)
3. NVDA NVIDIA CORPORATION — $7.61M (6.4%)
4. SPYM SPDR SERIES TRUST — $5.44M (4.6%)
5. AMZN AMAZON COM INC — $3.46M (2.9%)
6. MAR MARRIOTT INTL INC NEW — $2.64M (2.2%)
7. GOOGL ALPHABET INC — $2.55M (2.2%)
8. TSLA TESLA INC — $2.38M (2.0%)
9. BW BABCOCK & WILCOX ENTERPRISES — $2.08M (1.8%)
10. INTS INTENSITY THERAPEUTICS INC — $2.04M (1.7%)