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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 63.16% of Krm Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BND, SCHO, VEA, SCHG, SCHV, MOAT, VWO, SCHA, ORN, VTV.
Started 4 new stock positions in ORN, XOM, VTV, IVV.
Reduced shares in these 8 stocks: BSV, VYM, DFAC, FNDE, VGSH, IVE, BIV, MDT.
Sold out of its position in BSV.
Krm Wealth Management was a net buyer of stock by $12M.
Krm Wealth Management has $192M in assets under management (AUM), dropping by 5.25%.
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 43 positions in its portfolio as reported in the March 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)	14.8	$28M	+12%	386k	73.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	13.2	$25M	+3%	832k	30.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.6	$24M	+4%	831k	29.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.1	$23M	+6%	364k	64.08	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	10.4	$20M	+3%	206k	96.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	9.0	$17M	+14%	714k	24.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	6.6	$13M		258k	48.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.5	$6.8M	+6%	233k	29.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.4	$4.7M	+4%	53k	88.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$4.3M	+13%	79k	54.05	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	2.1	$3.9M	+4%	121k	32.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.3	$2.5M		66k	38.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.8M		2.9k	597.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.5M		62k	24.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$1.3M		18k	77.18	View chart
Caterpillar (CAT)	0.7	$1.3M		1.8k	708.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.0M		21k	49.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$901k		15k	58.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$878k		7.8k	113.11	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$777k		7.3k	106.14	View chart
Apple (AAPL)	0.4	$735k	+11%	2.9k	253.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$728k		3.4k	211.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$681k		27k	25.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$666k		29k	23.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$657k	-6%	17k	38.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$649k	-6%	4.4k	148.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$588k		2.2k	261.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$422k	+57%	966.00	436.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$406k		3.8k	106.50	View chart
Microsoft Corporation (MSFT)	0.2	$342k		923.00	370.04	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$325k		2.4k	132.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$288k		1.2k	247.99	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$263k		4.6k	56.58	View chart
Orion Marine (ORN)	0.1	$245k	NEW	23k	10.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$244k		350.00	697.16	View chart
Medtronic SHS (MDT)	0.1	$244k		2.8k	86.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$242k		2.7k	90.52	View chart
Ge Aerospace Com New (GE)	0.1	$231k		814.00	283.76	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$228k		11k	21.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$217k	NEW	1.1k	196.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$213k	+16%	498.00	426.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$209k	NEW	1.2k	169.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$208k	NEW	319.00	652.54	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 Q1 filed April 23, 2026
Krm Wealth Management 2025 Q4 filed April 7, 2026

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