Krm Wealth Management L.L.C. 13F Holdings · Q2 2026
Krm Wealth Management L.L.C. reported 46 securities worth $227.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BND (14.02%), SCHV (13.57%), SCHG (13.24%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $31.9M | 14.02% | 434,192 | Added |
| 2 | SCHV | SCHWAB STRATEGIC TR | $30.8M | 13.57% | 885,859 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $30.1M | 13.24% | 889,375 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $28.6M | 12.59% | 401,505 | Added |
| 5 | MOAT | VANECK ETF TRUST | $22.9M | 10.07% | 220,050 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $18.8M | 8.29% | 780,780 | Added |
| 7 | FNDF | SCHWAB STRATEGIC TR | $14.2M | 6.25% | 269,162 | Added |
| 8 | SCHA | SCHWAB STRATEGIC TR | $9.2M | 4.06% | 255,555 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $5.6M | 2.45% | 57,680 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $5.4M | 2.39% | 91,096 | Added |
| 11 | FNDA | SCHWAB STRATEGIC TR | $5.1M | 2.25% | 134,251 | Added |
| 12 | FNDE | SCHWAB STRATEGIC TR | $2.7M | 1.21% | 69,130 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $2.0M | 0.90% | 2,972 | Added |
| 14 | CAT | CATERPILLAR INC | $1.9M | 0.82% | 1,754 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $1.7M | 0.76% | 61,967 | Trimmed |
| 16 | BIV | VANGUARD BD INDEX FDS | $1.3M | 0.59% | 17,554 | Added |
| 17 | IVW | ISHARES TR | $1.1M | 0.47% | 7,772 | Added |
| 18 | VTEB | VANGUARD MUN BD FDS | $1.1M | 0.47% | 21,228 | Added |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $883,568 | 0.39% | 15,182 | Trimmed |
| 20 | AAPL | APPLE INC | $824,022 | 0.36% | 2,848 | Trimmed |
| 21 | IVE | ISHARES TR | $786,034 | 0.35% | 3,462 | Added |
| 22 | MUB | ISHARES TR | $803,392 | 0.35% | 7,465 | Added |
| 23 | SCHB | SCHWAB STRATEGIC TR | $788,095 | 0.35% | 27,213 | Added |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $752,166 | 0.33% | 16,956 | Added |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $670,517 | 0.30% | 28,989 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR