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CIK: 0002126518
Total reported value
$227.3M
$227.3M
43 檔
53.3%
At the close of Q1 2026, Krm Wealth Management L.l.c. disclosed equity holdings valued at approximately $227.3M, spread across 43 reported holdings.
In Q1 2026, Krm Wealth Management L.l.c. displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 14.80% | -0.78% | +12.64% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 13.21% | +0.36% | +3.50% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.62% | +0.62% | +4.95% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.14% | +0.45% | +6.26% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 10.39% | -0.32% | +3.10% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 9.03% | -0.74% | +14.26% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.57% | -0.32% | +0.46% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.53% | +0.53% | +6.31% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.45% | — | +4.36% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.23% | +0.16% | +13.41% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.05% | +0.20% | +4.55% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.32% | -0.11% | -0.58% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.01% | +1.21% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.80% | -0.04% | +0.26% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.70% | -0.11% | -0.37% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.16% | +0.22% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.07% | +1.24% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.08% | -0.88% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.01% | +0.22% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.05% | +0.54% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.38% | -0.02% | +11.30% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.03% | -0.92% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.35% | — | +0.19% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.35% | -0.05% | +0.69% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.34% | -0.01% | -6.67% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.04% | -6.94% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.02% | +0.36% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | -0.01% | +57.07% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.21% | -0.03% | +0.42% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.03% | +0.65% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.17% | +0.03% | +0.12% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | — | +0.17% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.14% | -0.02% | +0.37% | |
| 34 | ORN | Orion Group Holdings Inc | Stock-Other | 0.13% | +0.04% | — | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.13% | +0.02% | +0.29% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.13% | -0.03% | -0.78% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.13% | -0.01% | +1.37% | |
| 38 | GE | General Electric | Stock-Industrials | 0.12% | +0.01% | +0.12% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-Other | 0.12% | -0.01% | +1.13% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | -0.01% | +16.08% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.11% | EXIT | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | — |
According to official SEC Form 13F filings, Krm Wealth Management L.l.c. reported a total U.S. public equity portfolio value of $227.3M across 43 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, SCHV, SCHG) accounted for 53.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
ORN
市值: $245.3K
Top Position Liquidated / Trimmed
BSV
前期市值: $219.9K
During Q1 2026, Krm Wealth Management L.l.c.'s top holdings by market value included BND (14.8%)、SCHV (13.2%)、SCHG (12.6%). The largest single position, BND, represented 14.8% of total portfolio value.
In Q1 2026, Krm Wealth Management L.l.c. made 44 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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