Karen Tatman

Kmt Wealth Management, Llc

Assets Managed

$184.045M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 22d ago

Growth Rate

-1.48%(2Q avg: -0.43%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kmt Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Kmt Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 184.045M in assets, with a quarterly growth rate of -1.48% and a 2-quarter average growth rate of -0.43%. The portfolio is managed by Karen Tatman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 2.98%	50.81%	$93.496M 291,438 shares@ $320.82 avg price	Increased 2.98%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.03%	35.53%	$65.391M 100,107 shares@ $653.21 avg price	Increased 0.03%
VXUS Vanguard Total Intl Stock Recent Activity	5.04%	$9.266M 120,171 shares@ $77.12 avg price
DFAS Dimensional Us Small Cap Etf Recent Activity	3.5%	$6.434M 90,461 shares@ $71.14 avg price
VOO Vanguard S&p 500 Etf Recent Activity Increased 8.54%	1.31%	$2.394M 4,007 shares@ $597.56 avg price	Increased 8.54%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 63.58%	1.18%	$2.155M 3,314 shares@ $650.35 avg price	Increased 63.58%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 28.15%	0.57%	$1.042M 8,383 shares@ $124.32 avg price	Increased 28.15%
VTEB Vanguard Tax-exempt Bond Etf Recent Activity New Position	0.56%	$1.013M 20,300 shares@ $49.89 avg price	New Position
MSFT Microsoft Corp Recent Activity Decreased -8.62%	0.3%	$549,332 1,484 shares@ $370.17 avg price	Decreased -8.62%
AAPL Apple Inc Recent Activity Decreased -15.22%	0.27%	$494,637 1,949 shares@ $253.8 avg price	Decreased -15.22%

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