DOSSIER · 13F-HR · Q2 2026

KRM WEALTH MANAGEMENT L.L.C.

$227M in tracked AUM across 46 positions as of Q2 2026.

KW
CIK 0002126518 · last filed Jun 30, 2026
Total AUM
$227M
as of Q2 2026
Holdings
46
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

KRM WEALTH MANAGEMENT L.L.C. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$32M434K14.0%
02
SCHV
SCHWAB STRATEGIC TR
$31M886K13.6%
03
SCHG
SCHWAB STRATEGIC TR
$30M889K13.2%
04
VEA
VANGUARD TAX-MANAGED FDS
$29M402K12.6%
05
MOAT
VANECK ETF TRUST
$23M220K10.1%
06
SCHO
SCHWAB STRATEGIC TR
$19M781K8.3%
07
FNDF
SCHWAB STRATEGIC TR
$14M269K6.2%
08
SCHA
SCHWAB STRATEGIC TR
$9M256K4.1%
09
VNQ
VANGUARD INDEX FDS
$6M58K2.4%
10
VWO
VANGUARD INTL EQUITY INDEX F
$5M91K2.4%

Filing history

2026Q2Jun 30
$227M 18.4%
46 positionsView →
2026Q1Mar 31
$192M 5.3%
43 positionsView →
2025Q4Dec 31
$182M
40 positionsView →