KRM WEALTH MANAGEMENT L.L.C.
13F Reported Value
ⓘ$227.3M
Holdings
46
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
KRM WEALTH MANAGEMENT L.L.C. disclosed 46 positions worth $227.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $UPS and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (97.8% of disclosed assets). All figures are sourced directly from KRM WEALTH MANAGEMENT L.L.C.’s Form 13F-HR filing with the SEC under CIK 2126518.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/krm-wealth-management-l-l-c-2126518
AUM History
13fpro.ai/research/fund/krm-wealth-management-l-l-c-2126518
Top Equity Holdings by Value
13fpro.ai/research/fund/krm-wealth-management-l-l-c-2126518
Quarterly Activity — Q2 2026
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VANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$31.9M434,192 shSCHWAB STRATEGIC TR - US LCAP VA ETF
—Quality
$30.8M885,859 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$30.1M889,375 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$28.6M401,505 shVANECK ETF TRUST - MRNGSTR WDE MOAT
—Quality
$22.9M220,050 shSCHWAB STRATEGIC TR - SHT TM US TRES
—Quality
$18.8M780,780 shSCHWAB STRATEGIC TR - FUNDAMENTAL INTL
—Quality
$14.2M269,162 shSCHWAB STRATEGIC TR - US SML CAP ETF
—Quality
$9.2M255,555 shVANGUARD INDEX FDS - REAL ESTATE ETF
—Quality
$5.6M57,680 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$5.4M91,096 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $31.9M | 434,192 |
| SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $30.8M | 885,859 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $30.1M | 889,375 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $28.6M | 401,505 |
| VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $22.9M | 220,050 |
| SCHWAB STRATEGIC TR - SHT TM US TRES | — | $18.8M | 780,780 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $14.2M | 269,162 |
| SCHWAB STRATEGIC TR - US SML CAP ETF | — | $9.2M | 255,555 |
| VANGUARD INDEX FDS - REAL ESTATE ETF | — | $5.6M | 57,680 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $5.4M | 91,096 |
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32-signal composite ranking on each of KRM WEALTH MANAGEMENT L.L.C.'s 46 positions.
Showing top 10 of 46 holdings.
Sector Allocation
Other
$222.3M
Industrials
$2.6M
Technology
$2.1M
Healthcare
$219,592
Full Holdings — KRM WEALTH MANAGEMENT L.L.C. (Q2 2026)
All 46 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $31.9M | 14.0% | +13% | — |
| 2 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $30.8M | 13.6% | +7% | — |
| 3 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $30.1M | 13.2% | +7% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $28.6M | 12.6% | +10% | — |
| 5 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $22.9M | 10.1% | +7% | — |
| 6 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $18.8M | 8.3% | +9% | — |
| 7 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $14.2M | 6.3% | +4% | — |
| 8 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $9.2M | 4.1% | +10% | — |
| 9 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $5.6M | 2.5% | +9% | — |
| 10 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.4M | 2.4% | +15% | — |
| 11 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $5.1M | 2.3% | +11% | — |
| 12 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $2.7M | 1.2% | +4% | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.0M | 0.9% | +1% | — |
| 14 | CATERPILLAR INC | $1.9M | 0.8% | -2% | 66.3 | |
| 15 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.7M | 0.8% | -0% | — |
| 16 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $1.3M | 0.6% | +1% | — |
| 17 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.1M | 0.5% | +2% | — |
| 18 | — | ISHARES TR - S&P 500 GRWT ETF | $1.1M | 0.5% | +0% | — |
| 19 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $883,568 | 0.4% | -1% | — |
| 20 | Apple Inc. | $824,022 | 0.4% | -2% | 76.3 | |
| 21 | — | ISHARES TR - NATIONAL MUN ETF | $803,392 | 0.3% | +2% | — |
| 22 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $788,095 | 0.3% | +0% | — |
| 23 | — | ISHARES TR - S&P 500 VAL ETF | $786,034 | 0.3% | +0% | — |
| 24 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $752,166 | 0.3% | +0% | — |
| 25 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $690,594 | 0.3% | -0% | — |
| 26 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $670,517 | 0.3% | +1% | — |
| 27 | — | VANGUARD INDEX FDS - SMALL CP ETF | $668,540 | 0.3% | -2% | — |
| 28 | — | VANGUARD INDEX FDS - GROWTH ETF | $487,513 | 0.2% | +486% | — |
| 29 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $463,656 | 0.2% | -0% | — |
| 30 | — | ISHARES TR - SHRT NAT MUN ETF | $408,235 | 0.2% | +1% | — |
| 31 | UNITED PARCEL SERVICE INC | $384,371 | 0.2% | NEW | 58.5 | |
| 32 | Orion Group Holdings Inc | $378,484 | 0.2% | +0% | 51.9 | |
| 33 | — | ISHARES TR - RUSSELL 2000 ETF | $349,339 | 0.1% | +0% | — |
| 34 | MICROSOFT CORP | $346,034 | 0.1% | +1% | 79.7 | |
| 35 | — | VANGUARD WORLD FD - INF TECH ETF | $334,668 | 0.1% | +700% | — |
| 36 | GENERAL ELECTRIC CO | $304,717 | 0.1% | +0% | 73.6 | |
| 37 | — | ISHARES TR - CORE S&P500 ETF | $283,558 | 0.1% | +19% | — |
| 38 | — | SPDR SERIES TRUST - ST STR P500VAL | $280,884 | 0.1% | -0% | — |
| 39 | — | ISHARES TR - CORE MSCI EAFE | $261,768 | 0.1% | +2% | — |
| 40 | — | SCHWAB STRATEGIC TR - US REIT ETF | $252,236 | 0.1% | +1% | — |
| 41 | — | VANGUARD INDEX FDS - VALUE ETF | $241,300 | 0.1% | +0% | — |
| 42 | — | ISHARES TR - RUS 1000 GRW ETF | $230,061 | 0.1% | +272% | — |
| 43 | GE Vernova Inc. | $227,013 | 0.1% | NEW | 81.1 | |
| 44 | Medtronic plc | $219,592 | 0.1% | -0% | 68.7 | |
| 45 | Alphabet Inc. | $214,214 | 0.1% | NEW | 78.1 | |
| 46 | Meta Platforms, Inc. | $203,788 | 0.1% | NEW | 79.6 |
New Positions (4)
Exited Positions (1)
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AI-Powered Hedge Fund Analysis: KRM WEALTH MANAGEMENT L.L.C.
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