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Krm Wealth Management

Latest statistics and disclosures from Krm Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002126518

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Positions held by Krm Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Krm Wealth Management

Krm Wealth Management holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	14.2	$26M	792k	32.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	13.9	$25M	343k	74.07	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	13.0	$24M	803k	29.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.7	$21M	342k	62.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	11.4	$21M	200k	103.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	8.4	$15M	625k	24.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	6.4	$12M	257k	45.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.4	$6.2M	219k	28.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.5	$4.5M	51k	88.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$3.7M	70k	53.76	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	2.0	$3.7M	116k	31.51	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.3	$2.4M	67k	36.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.8M	2.9k	627.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.5M	62k	24.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$1.4M	18k	77.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.0M	21k	50.29	View chart
Caterpillar (CAT)	0.6	$1.0M	1.8k	572.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$955k	7.7k	123.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$912k	16k	58.73	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$780k	7.3k	107.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$738k	3.5k	212.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$717k	18k	39.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$711k	27k	26.23	View chart
Apple (AAPL)	0.4	$707k	2.6k	271.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$676k	4.7k	143.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$666k	29k	23.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$577k	2.2k	257.93	View chart
Microsoft Corporation (MSFT)	0.2	$443k	917.00	483.48	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$405k	3.8k	106.70	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$351k	2.4k	143.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$300k	615.00	487.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$285k	1.2k	246.13	View chart
Medtronic SHS (MDT)	0.1	$272k	2.8k	96.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$263k	349.00	754.54	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$263k	4.6k	56.81	View chart
Ge Aerospace Com New (GE)	0.1	$250k	813.00	308.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$235k	2.6k	89.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$220k	2.8k	78.82	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$219k	11k	20.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$203k	429.00	473.78	View chart

Past Filings by Krm Wealth Management

SEC 13F filings are viewable for Krm Wealth Management going back to 2025

Krm Wealth Management 2025 Q4 filed April 7, 2026

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