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Krm Wealth Management

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

Top 5 stock holdings are BND, SCHV, SCHG, VEA, MOAT, and represent 63.49% of Krm Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BND, VEA, SCHG, SCHV, SCHO, MOAT, SCHA, VWO, FNDF, FNDA.
Started 4 new stock positions in BSV, GOOG, GEV, UPS.
Reduced shares in these 10 stocks: , CAT, AAPL, VGSH, VB, SCHF, VYM, XLK, SPYV, MDT.
Sold out of its position in XOM.
Krm Wealth Management was a net buyer of stock by $18M.
Krm Wealth Management has $227M in assets under management (AUM), dropping by 18.41%.
Central Index Key (CIK): 0002126518

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Portfolio Holdings for Krm Wealth Management

Krm Wealth Management holds 46 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	14.0	$32M	+12%	434k	73.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	13.6	$31M	+6%	886k	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	13.2	$30M	+6%	889k	33.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.6	$29M	+10%	402k	71.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	10.1	$23M	+6%	220k	103.96	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	8.3	$19M	+9%	781k	24.14	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	6.2	$14M	+4%	269k	52.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.1	$9.2M	+9%	256k	36.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.4	$5.6M	+8%	58k	96.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$5.4M	+15%	91k	59.69	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	2.2	$5.1M	+10%	134k	38.06	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	1.2	$2.7M	+4%	69k	39.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.0M		3.0k	686.77	View chart
Caterpillar (CAT)	0.8	$1.9M	-2%	1.8k	1064.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.7M		62k	27.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$1.3M		18k	76.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.1M	+2%	21k	50.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.1M		7.8k	137.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$884k		15k	58.20	View chart
Apple (AAPL)	0.4	$824k		2.8k	289.33	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$803k		7.5k	107.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$788k		27k	28.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$786k		3.5k	227.05	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$752k		17k	44.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$691k		4.4k	158.03	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$671k		29k	23.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$669k		2.2k	303.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$488k	+485%	5.7k	86.13	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$464k		2.4k	190.49	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$408k		3.8k	106.48	View chart
United Parcel Svcs CL B (UPS)	0.2	$384k	NEW	3.6k	107.49	View chart
Orion Marine (ORN)	0.2	$379k		23k	16.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$349k		1.2k	300.38	View chart
Microsoft Corporation (MSFT)	0.2	$346k		928.00	372.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$335k	+700%	2.8k	119.52	View chart
Ge Aerospace Com New (GE)	0.1	$305k		815.00	373.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$284k	+18%	379.00	748.17	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$281k		4.6k	60.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$262k		2.7k	96.59	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$252k		11k	23.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$241k		1.1k	217.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$230k	+272%	1.9k	124.16	View chart
Ge Vernova (GEV)	0.1	$227k	NEW	193.00	1176.23	View chart
Medtronic SHS (MDT)	0.1	$220k		2.8k	78.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$214k	NEW	606.00	353.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$204k	NEW	2.6k	77.90	View chart

Past Filings by Krm Wealth Management

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

Krm Wealth Management 2026 Q2 filed Aug. 7, 2026
Krm Wealth Management 2026 Q1 filed April 23, 2026
Krm Wealth Management 2025 Q4 filed April 7, 2026

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