Krm Wealth Management L.L.C.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$191.9M
Q ending 2026-03-31
Prior quarter
$182.4M
Q ending 2025-12-31
Change
+5.3% QoQ
Positions
43
reported holdings
Largest positions
All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $28.4M | 386K |
| Schwab Strategic Tr | SCHV | Shares | $25.4M | 831K |
| Schwab Strategic Tr | SCHG | Shares | $24.2M | 831K |
| Vanguard Tax-Managed Fds | VEA | Shares | $23.3M | 364K |
| Vaneck Etf Trust | MOAT | Shares | $19.9M | 206K |
| Schwab Strategic Tr | SCHO | Shares | $17.3M | 714K |
| Schwab Strategic Tr | FNDF | Shares | $12.6M | 258K |
| Schwab Strategic Tr | SCHA | Shares | $6.8M | 233K |
| Vanguard Index Fds | VNQ | Shares | $4.7M | 53K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.3M | 79K |
| Schwab Strategic Tr | FNDA | Shares | $3.9M | 121K |
| Schwab Strategic Tr | FNDE | Shares | $2.5M | 66K |
| Vanguard Index Fds | VOO | Shares | $1.8M | 3K |
| Schwab Strategic Tr | SCHF | Shares | $1.5M | 62K |
| Vanguard Bd Index Fds | BIV | Shares | $1.3M | 17K |
| Caterpillar Inc | CAT | Shares | $1.3M | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.0M | 21K |
| Vanguard Scottsdale Fds | VGSH | Shares | $901K | 15K |
| Ishares Tr | IVW | Shares | $878K | 8K |
| Ishares Tr | MUB | Shares | $777K | 7K |
| Apple Inc | AAPL | Shares | $735K | 3K |
| Ishares Tr | IVE | Shares | $728K | 3K |
| Schwab Strategic Tr | SCHB | Shares | $681K | 27K |
| Schwab Strategic Tr | SCHZ | Shares | $666K | 29K |
| Dimensional Etf Trust | DFAC | Shares | $657K | 17K |
| Vanguard Whitehall Fds | VYM | Shares | $649K | 4K |
| Vanguard Index Fds | VB | Shares | $588K | 2K |
| Vanguard Index Fds | VUG | Shares | $422K | 966 |
| Ishares Tr | SUB | Shares | $406K | 4K |
| Microsoft Corp | MSFT | Shares | $342K | 923 |
| Select Sector Spdr Tr | XLK | Shares | $325K | 2K |
| Ishares Tr | IWM | Shares | $288K | 1K |
| Spdr Series Trust | SPYV | Shares | $263K | 5K |
| Orion Group Hldgs Inc | ORN | Shares | $245K | 23K |
| Vanguard World Fd | VGT | Shares | $244K | 350 |
| Medtronic Plc | Shares | $244K | 3K | |
| Ishares Tr | IEFA | Shares | $242K | 3K |
| Ge Aerospace | GE | Shares | $231K | 814 |
| Schwab Strategic Tr | SCHH | Shares | $228K | 11K |
| Vanguard Index Fds | VTV | Shares | $217K | 1K |
| Ishares Tr | IWF | Shares | $213K | 498 |
| Exxon Mobil Corp | XOM | Shares | $209K | 1K |
| Ishares Tr | IVV | Shares | $208K | 319 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.