KRM WEALTH MANAGEMENT L.L.C.
Portfolio value QoQ: +18.4% 13F does not disclose cash
Top 10 holdings weight86.93%
Top 25 holdings weight96.83%
Positions above 1%12
Effective number of positions10.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.14% Est. buys $18,357,222 · sells $298,107
New positions4
Increased31
Decreased9
Closed1
Portfolio value
$227.3M
Positions
46
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 46 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BND | $31,874,036 | 14.02% | 434,192 | $3,468,362 | Up ×2 | ||
| SCHV | $30,836,737 | 13.57% | 885,859 | $5,476,991 | Up ×2 | ||
| SCHG | $30,096,459 | 13.24% | 889,375 | $5,879,765 | Up ×2 | ||
| VEA | $28,607,235 | 12.59% | 401,505 | $5,301,321 | Up ×2 | ||
| MOAT | $22,876,361 | 10.07% | 220,050 | $2,926,767 | Up ×2 | ||
| SCHO | $18,848,020 | 8.29% | 780,780 | $1,517,095 | Up ×2 | ||
| FNDF | $14,201,008 | 6.25% | 269,162 | $1,581,954 | Up ×2 | ||
| SCHA | $9,233,189 | 4.06% | 255,555 | $2,451,603 | Up ×2 | ||
| VNQ | $5,562,082 | 2.45% | 57,680 | $861,860 | Up ×2 | ||
| VWO | $5,437,513 | 2.39% | 91,096 | $1,165,029 | Up ×2 | ||
| FNDA | $5,109,591 | 2.25% | 134,251 | $1,172,076 | Up ×2 | ||
| FNDE | $2,743,097 | 1.21% | 69,130 | $205,652 | Up ×1 | ||
| VOO | $2,041,075 | 0.90% | 2,972 | $285,834 | Up ×2 | ||
| CAT | $1,867,530 | 0.82% | 1,754 | $599,006 | Down ×1 | ||
| SCHF | $1,716,490 | 0.76% | 61,967 | $177,168 | Down ×1 | ||
| BIV | $1,346,357 | 0.59% | 17,554 | $-881 | Up ×1 | ||
| VTEB | $1,073,688 | 0.47% | 21,228 | $38,251 | Up ×2 | ||
| IVW | $1,068,914 | 0.47% | 7,772 | $190,607 | Up ×2 | ||
| VGSH | $883,568 | 0.39% | 15,182 | $-17,262 | Down ×2 | ||
| AAPL | $824,022 | 0.36% | 2,848 | $89,379 | Down ×1 | ||
| MUB | $803,392 | 0.35% | 7,465 | $26,306 | Up ×2 | ||
| SCHB | $788,095 | 0.35% | 27,213 | $106,832 | Up ×2 | ||
| IVE | $786,034 | 0.35% | 3,462 | $57,965 | Up ×1 | ||
| DFAC | $752,166 | 0.33% | 16,956 | $94,870 | Up ×1 | ||
| VYM | $690,594 | 0.30% | 4,370 | $41,458 | Down ×2 | ||
| SCHZ | $670,517 | 0.30% | 28,989 | $4,263 | Up ×2 | ||
| VB | $668,540 | 0.29% | 2,206 | $80,460 | Down ×1 | ||
| VUG | $487,513 | 0.21% | 5,660 | $65,481 | Up ×2 | ||
| XLK | $463,656 | 0.20% | 2,434 | $139,031 | Down ×1 | ||
| SUB | $408,235 | 0.18% | 3,834 | $2,465 | Up ×2 | ||
| UPS | $384,371 | 0.17% | 3,576 | Up ×1 | |||
| ORN | $378,484 | 0.17% | 22,502 | $133,212 | |||
| IWM | $349,339 | 0.15% | 1,163 | $61,668 | Up ×2 | ||
| MSFT | $346,034 | 0.15% | 928 | $4,491 | Up ×2 | ||
| VGT | $334,668 | 0.15% | 2,800 | $90,661 | Up ×2 | ||
| GE | $304,717 | 0.13% | 815 | $73,733 | Up ×2 | ||
| IVV | $283,558 | 0.12% | 379 | $75,398 | Up ×1 | ||
| SPYV | $280,884 | 0.12% | 4,621 | $18,226 | Down ×1 | ||
| IEFA | $261,768 | 0.12% | 2,710 | $20,263 | Up ×2 | ||
| SCHH | $252,236 | 0.11% | 10,652 | $24,699 | Up ×2 | ||
| VTV | $241,300 | 0.11% | 1,107 | $24,107 | |||
| IWF | $230,061 | 0.10% | 1,853 | $17,535 | Up ×2 | ||
| GEV | $227,013 | 0.10% | 193 | Up ×1 | |||
| MDT | $219,592 | 0.10% | 2,807 | $-24,241 | Down ×2 | ||
| GOOG | $214,214 | 0.09% | 606 | Up ×1 | |||
| BSV | $203,788 | 0.09% | 2,616 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHG | Bought more | +58K | +$5.9M |
| SCHV | Bought more | +54K | +$5.5M |
| VEA | Bought more | +38K | +$5.3M |
| BND | Bought more | +48K | +$3.5M |
| MOAT | Bought more | +14K | +$2.9M |
| SCHA | Bought more | +22K | +$2.5M |
| FNDF | Bought more | +11K | +$1.6M |
| SCHO | Bought more | +67K | +$1.5M |
| FNDA | Bought more | +13K | +$1.2M |
| VWO | Bought more | +12K | +$1.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.