§ 13F · FUND PROFILE
KRM WEALTH MANAGEMENT L.L.C..
AUM · $227M (13F)Positions · 46Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 434K | $32M | 14.0% | +13% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 886K | $31M | 13.6% | +7% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 889K | $30M | 13.2% | +7% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 402K | $29M | 12.6% | +10% |
| 5 | MOAT | VANECK ETF TRUST | 220K | $23M | 10.1% | +7% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 781K | $19M | 8.3% | +9% |
| 7 | FNDF | SCHWAB STRATEGIC TR | 269K | $14M | 6.2% | +4% |
| 8 | SCHA | SCHWAB STRATEGIC TR | 256K | $9M | 4.1% | +10% |
| 9 | VNQ | VANGUARD INDEX FDS | 58K | $6M | 2.4% | +9% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 91K | $5M | 2.4% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KRM SIGNAL
AC read
KRM WEALTH MANAGEMENT L.L.C. is a institutional fund managing $227 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →