KRM WEALTH MANAGEMENT L.L.C.

CIK 2126518 · View on SEC EDGAR ↗

Portfolio value
$227.3M
#6,028 of 9,443 by 13F value · top 63.8%
Positions
46
As of
June 30, 2026

Portfolio value QoQ: +18.4% 13F does not disclose cash

Top 10 holdings weight
86.93%
Top 25 holdings weight
96.83%
Positions above 1%
12
Effective number of positions
10.4

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 positions
4
Increased
31
Decreased
9
Closed
1
On this page

Sector breakdown

Industrials
1.2%
Technology
0.5%
Logistics & Transportation
0.2%
Health Care
0.1%
Communication Services
0.1%
Other/Unmapped
97.9%

Full portfolio 46 positions

Type Streak 8Q trend
BND Vanguard Total Bond Market ETF $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 Caterpillar, Inc. Common Stock $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 Vanguard Short-Term Treasury ETF $883,568 0.39% 15,182 $-17,262 Down ×2
AAPL Apple Inc. - Common Stock $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 XLK $463,656 0.20% 2,434 $139,031 Down ×1
SUB $408,235 0.18% 3,834 $2,465 Up ×2
UPS United Parcel Service, Inc. Common Stock $384,371 0.17% 3,576 Up ×1
ORN Orion Group Holdings, Inc. Common $378,484 0.17% 22,502 $133,212
IWM $349,339 0.15% 1,163 $61,668 Up ×2
MSFT Microsoft Corporation - Common Stock $346,034 0.15% 928 $4,491 Up ×2
VGT $334,668 0.15% 2,800 $90,661 Up ×2
GE GE Aerospace Common Stock $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 GE Vernova Inc. Common Stock $227,013 0.10% 193 Up ×1
MDT Medtronic plc. Ordinary Shares $219,592 0.10% 2,807 $-24,241 Down ×2
GOOG Alphabet Inc. - Class C Capital Stock $214,214 0.09% 606 Up ×1
BSV $203,788 0.09% 2,616

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
UPS $384,371 3,576 0.17%
GEV $227,013 193 0.10%
GOOG $214,214 606 0.09%
BSV $203,788 2,616 0.09%

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.

SecurityQuarter Shares before Value before Price since exit
BSV March 31, 2026 2,790 $219,896 No longer tracked
XOM June 30, 2026 1,234 $209,397 22.5%