Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Schrum Private Wealth Management LLC (CIK 1914987) reported $131.1M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($13.0M, 9.89%), MSFT ($6.3M, 4.84%), AAPL ($6.0M, 4.61%), VOO ($4.6M, 3.48%), SPLG ($4.0M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.0M | 9.89% | 19,936 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $6.3M | 4.84% | 17,127 | Trimmed |
| 3 | AAPL | APPLE INC | $6.0M | 4.61% | 23,835 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $4.6M | 3.48% | 7,641 | Added |
| 5 | SPLG | SPDR SERIES TRUST | $4.0M | 3.07% | 52,578 | Added |
| 6 | FXL | FIRST TR EXCHANGE-TRADED FD | $3.4M | 2.61% | 21,536 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $3.2M | 2.44% | 10,890 | Trimmed |
| 8 | ITOT | ISHARES TR | $3.0M | 2.25% | 20,749 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.8M | 2.15% | 8,351 | Hold |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $2.6M | 1.96% | 13,399 | Trimmed |
| 11 | IVV | ISHARES TR | $2.4M | 1.80% | 3,613 | Trimmed |
| 12 | ABBV | ABBVIE INC | $2.3M | 1.76% | 10,600 | Trimmed |
| 13 | FXR | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.60% | 25,663 | Hold |
| 14 | FNDX | SCHWAB STRATEGIC TR | $2.1M | 1.59% | 74,801 | Added |
| 15 | V | VISA INC | $2.1M | 1.57% | 6,815 | Hold |
| 16 | VGT | VANGUARD WORLD FD | $2.0M | 1.54% | 2,889 | Trimmed |
| 17 | LMT | LOCKHEED MARTIN CORP | $1.9M | 1.42% | 3,084 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $1.6M | 1.21% | 6,068 | Added |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $1.5M | 1.12% | 10,590 | Added |
| 20 | QUAL | ISHARES TR | $1.5M | 1.12% | 7,638 | Trimmed |
| 21 | FXO | FIRST TR EXCHANGE-TRADED FD | $1.4M | 1.10% | 25,718 | Hold |
| 22 | CVX | CHEVRON CORPORATION | $1.4M | 1.10% | 6,964 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $1.4M | 1.07% | 8,766 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.99% | 5,302 | Trimmed |
| 25 | FXH | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.96% | 11,432 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31