CIK: 0002126518
Total reported value
$191.9M
Reporting period: 2026-03-31 · Number of holdings: 43
KRM WEALTH MANAGEMENT L.L.C. disclosed 43 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $191.9M and a quarterly turnover rate of 8.4%.
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Krm Wealth Management L.l.c.'s disclosed holdings carry a Herfindahl concentration index of 0.097 — mathematically equivalent to about 10 equally-sized positions, well below its 43 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.80), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim SCHG
+4.9% -$1.6M
Trim MOAT
+3.1% -$772.0K
Add BND
+12.6% $3.0M
Add SCHO
+14.3% $2.1M
Add VEA
+6.3% $1.9M
Add FNDF
+0.5% $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 14.80% | +0.89% | +12.64% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 13.21% | +0.17% | +3.50% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.62% | -1.55% | +4.95% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.14% | +0.41% | +6.26% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 10.39% | -0.97% | +3.10% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 9.03% | +0.68% | +14.26% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 6.57% | +0.21% | +0.46% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.53% | +0.10% | +6.31% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.45% | -0.01% | +4.36% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.23% | +0.18% | +13.41% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.05% | +0.04% | +4.55% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.32% | — | -0.58% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.09% | +1.21% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.80% | -0.02% | +0.26% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.70% | -0.05% | -0.37% | |
| 16 | CAT | Caterpillar INC | Stock-Industrials | 0.66% | +0.10% | +0.22% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.03% | +1.24% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.47% | -0.03% | -0.88% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.06% | +0.22% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | -0.03% | +0.54% | |
| 21 | AAPL | Apple INC | Stock-Tech | 0.38% | -0.01% | +11.30% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -0.92% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.35% | -0.04% | +0.19% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.35% | -0.02% | +0.69% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.34% | -0.05% | -6.67% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.03% | -6.94% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.01% | +0.36% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | +0.06% | +57.07% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.21% | -0.01% | +0.42% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.06% | +0.65% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.17% | -0.02% | +0.12% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | -0.01% | +0.17% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.14% | — | +0.37% | |
| 34 | ORN | Orion Group Holdings INC | Stock-Other | 0.13% | +0.13% | NEW | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.13% | -0.01% | +0.29% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.13% | -0.02% | -0.78% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.13% | — | +1.37% | |
| 38 | GE | General Electric | Stock-Industrials | 0.12% | -0.02% | +0.12% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-Other | 0.12% | — | +1.13% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.11% | NEW | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | +16.08% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | +0.11% | NEW | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.11% | NEW |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+3.9%
Based on 5 months of available history
Based on 87% of reported portfolio value with available pricing
Krm Wealth Management L.l.c.'s most significant position changes for 2026-03-31: New buy: Orion Group Holdings INC (ORN); Sold out: Vanguard Short-term Bond ETF (BSV); New buy: Vanguard Value ETF (VTV); New buy: Exxon Mobil CORP (XOM); New buy: Ishares Core S&p 500 ETF (IVV).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-04-07 | 13F-HR | View on EDGAR |
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