KMT Wealth Management, LLC has recently amended its 13F-HR filing, providing an updated snapshot of its investment holdings as of June 30, 2026. This amendment, filed on November 10, 2026, reveals a total value of approximately $210.6 million across various assets. The filing is significant as it underscores the firm's investment strategies and its commitment to transparency in reporting.

The company, KMT Wealth Management, LLC, is based in Hermosa Beach, California, and focuses on wealth management services. It operates under the Central Index Key (CIK) 0002058235 and is categorized as an investment advisor. The firm has been active in filing with the SEC, with its most recent filings including the 13F-HR and N-PX forms.

According to the amended filing, KMT Wealth Management holds a diverse range of investments, with notable stakes in major companies like Apple Inc., Microsoft Corp., and NVIDIA Corporation. The firm has reported a total of 18 entries in its information table, reflecting its varied investment approach. The amendment indicates that the firm has made adjustments to its previous 13F-HR filing, which was also submitted on the same day.

The filing states, "This is an amendment to the previously submitted 13F-HR, reflecting a restatement of our holdings as of June 30, 2026." This statement emphasizes the firm's proactive approach to ensuring accurate reporting of its investment portfolio.

This update may have implications for KMT Wealth Management's clients and stakeholders, as it provides insights into the firm's investment decisions and strategies during a dynamic market environment. Additionally, competitors in the wealth management industry may analyze KMT's holdings to inform their own investment strategies.

Looking ahead, it remains to be seen if KMT Wealth Management will file further amendments or additional disclosures in the coming months. The filing does not specify any upcoming actions or additional filings.