What does Schrum Private Wealth Management LLC hold?

Schrum Private Wealth Management LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY, MSFT, AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1914987.

What is Schrum Private Wealth Management LLC's AUM?

Schrum Private Wealth Management LLC reported approximately $97.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $185.9M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Schrum Private Wealth Management LLC's holdings?

All Schrum Private Wealth Management LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1914987. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Schrum Private Wealth Management LLC's 13F data updated on 13F Pro?

Schrum Private Wealth Management LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Schrum Private Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1914987

Institutional-grade research for retail investors

Sector Allocation

Other47.3%$46.0M
Technology19.4%$18.9M
Financials8.0%$7.8M
Healthcare6.3%$6.1M
Consumer Staples5.1%$5.0M
Industrials4.1%$4.0M
Energy3.0%$2.9M
Consumer Discretionary3.0%$2.9M
Utilities2.9%$2.8M
Communication Services0.8%$781,670

AUM History

13fpro.ai/research/fund/schrum-private-wealth-management-llc-1914987

Conviction and streaks

Concentrating · top 10 = 38.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$SPYConviction hold10.6% weight · held 10 quarters

$MSFTConviction hold7.2% weight · held 10 quarters

$AAPLConviction hold3.9% weight · held 10 quarters

$Conviction hold2.9% weight · held 10 quarters

$Conviction hold2.7% weight · held 10 quarters

$RTXAccumulating+21% shares · 6 quarters running

$CSCOAccumulating+21% shares · 5 quarters running

$Accumulating+58% shares · 3 quarters running

$Accumulating+14% shares · 2 quarters running

$NEEAccumulating+28% shares · 2 quarters running

$JPMTrimming-46% shares · 4 quarters running

$KOTrimming-3% shares · 4 quarters running

$BXTrimming-12% shares · 4 quarters running

$Trimming-16% shares · 4 quarters running

$MSFTTrimming-9% shares · 3 quarters running

Largest positions — Q2 2026

SPY
$10.3M
MSFT
$7.0M
AAPL
$3.8M
FIRST
$2.8M
SPDR
$2.6M
ISHARES
$2.6M
VANGUARD
$2.5M
IVZ
$2.3M
VANGUARD
$1.9M
ISHARES
$1.8M
ACN
$1.8M
AWK
$1.8M
SCHWAB
$1.7M
TSM
$1.6M
FIRST
$1.5M
LMT
$1.4M
ABBV
$1.4M
PEP
$1.3M
FIRST
$1.3M
JPM
$1.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/schrum-private-wealth-management-llc-1914987

Schrum Private Wealth Management LLC 13F holdings — Q2 2026

$97.3M portfolio (-25.7% QoQ) · 109 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio

1
SPDR S&P 500 ETF TRUST
$SPY
$10.3M
10.6% of stocks
-6%This quarter-1.0%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
2
MICROSOFT CORP
$MSFT
$7.0M
7.2% of stocks
-8%This quarter+5.2%Since filed10+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
3
Apple Inc.
$AAPL
$3.8M
3.9% of stocks
-31%This quarter+11.6%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
4
FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX
$2.8M
2.9% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SPDR SERIES TRUST - ST STR P500ETF
$2.6M
2.7% of stocks
-27%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE S&P500 ETF
$2.6M
2.7% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD INDEX FDS - S&P 500 ETF SHS
$2.5M
2.5% of stocks
-39%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Invesco Ltd.
$IVZ
$2.3M
2.4% of stocks
+5%This quarter-10.1%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
9
VANGUARD WORLD FD - INF TECH ETF
$1.9M
1.9% of stocks
+130%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES TR - CORE S&P TTL STK
$1.8M
1.9% of stocks
-36%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR S&P 500 ETF TRUST$SPY	$10.3M	10.6%	-6%	-1.0%	10+ qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
2	MICROSOFT CORP$MSFT	$7.0M	7.2%	-8%	+5.2%	10+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
3	Apple Inc.$AAPL	$3.8M	3.9%	-31%	+11.6%	10+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
4	FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX	$2.8M	2.9%	-5%	—	—	—	—
5	SPDR SERIES TRUST - ST STR P500ETF	$2.6M	2.7%	-27%	—	—	—	—
6	ISHARES TR - CORE S&P500 ETF	$2.6M	2.7%	+3%	—	—	—	—
7	VANGUARD INDEX FDS - S&P 500 ETF SHS	$2.5M	2.5%	-39%	—	—	—	—
8	Invesco Ltd.$IVZ	$2.3M	2.4%	+5%	-10.1%	10+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
9	VANGUARD WORLD FD - INF TECH ETF	$1.9M	1.9%	+130%	—	—	—	—
10	ISHARES TR - CORE S&P TTL STK	$1.8M	1.9%	-36%	—	—	—	—

All holdings — Schrum Private Wealth Management LLC (Q2 2026)

Sort

109 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$ACN	Accenture plc	Technology	$1.8M	1.9%	6,085	+71%	10+ qtrs	—	13F
12	$AWK	American Water Works Company, Inc.	Utilities	$1.8M	1.8%	14K	+55%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
13	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$1.7M	1.7%	26K	-65%	—	—	13F
14	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr	Technology	$1.6M	1.6%	7,744	-7%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	—	FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR	—	$1.5M	1.5%	22K	-15%	—	—	13F
16	$LMT	LOCKHEED MARTIN CORP	Industrials	$1.4M	1.4%	2,904	-6%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
17	$ABBV	AbbVie Inc.	Healthcare	$1.4M	1.4%	7,975	-25%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	$PEP	PEPSICO INC	Consumer Staples	$1.3M	1.4%	8,243	+8%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH	—	$1.3M	1.4%	13K	+11%	—	—	13F
20	$JPM	JPMORGAN CHASE & CO	Financials	$1.3M	1.4%	6,122	-44%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX	—	$1.2M	1.2%	26K	—	—	—	13F
22	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.2M	1.2%	3,360	-0.2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$CVX	CHEVRON CORP	Energy	$1.1M	1.2%	7,295	+5%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.0M	1.1%	6,512	+23%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	ISHARES TR - MSCI USA QLT FCTetf/fund	—	$976K	1.0%	5,383	-30%	—	—	13F
26	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$965K	1.0%	4,056	-33%
27	—	SPDR SERIES TRUST - ST STR P500VAL	—	$949K	1.0%	19K	-5%
28	$ABT	ABBOTT LABORATORIES	Healthcare	$925K	0.9%	8,985	-19%
29	$AMAT	APPLIED MATERIALS INC /DE	Technology	$923K	0.9%	2,657	+23%
30	$PANW	Palo Alto Networks Inc	Technology	$918K	0.9%	2,706	-69%
31	$DOV	DOVER Corp	Industrials	$913K	0.9%	7,243	-32%
32	—	ISHARES TR - MSCI USA MIN ETF	—	$907K	0.9%	11K	+24%
33	$MCD	MCDONALDS CORP	Consumer Discretionary	$905K	0.9%	3,545	+17%
34	—	FIRST TR EXCHANGE-TRADED FD - CONSUMR STAPLE	—	$891K	0.9%	14K	-7%
35	—	FIRST TR EXCHANGE-TRADED FD - CONSUMR DISCRE	—	$839K	0.9%	14K	-1%
36	$PG	PROCTER & GAMBLE Co	Consumer Staples	$835K	0.9%	5,223	+8%
37	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$789K	0.8%	4,140	-27%
38	$GIS	GENERAL MILLS INC	Consumer Staples	$762K	0.8%	12K	+60%
39	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$748K	0.8%	10K	-65%
40	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$740K	0.8%	1,669	-21%
41	$XOM.R34088	EXXON MOBIL CORP	Energy	$739K	0.8%	6,309	-8%
42	$RTX	RTX Corp	Industrials	$737K	0.8%	6,275	+15%
43	$V	VISA INC.	Financials	$698K	0.7%	2,230	-67%
44	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$694K	0.7%	6,449	+14%
45	$NVDA	NVIDIA CORP	Technology	$677K	0.7%	5,477	-2%
46	—	SPDR SERIES TRUST - ST STR P500GRW	—	$668K	0.7%	8,029	-9%
47	$KO	COCA COLA CO	Consumer Staples	$652K	0.7%	9,957	-0.9%
48	$IVZ	Invesco Ltd.	Financials	$641K	0.7%	6,241	—
49	$NEE	NEXTERA ENERGY INC	Utilities	$584K	0.6%	7,822	+28%
50	$GOOG	Alphabet Inc.	Technology	$583K	0.6%	2,782	-24%
51	—	ISHARES TR - CORE MSCI EAFE	—	$573K	0.6%	7,214	-39%
52	$ORCL	ORACLE CORP	Technology	$565K	0.6%	3,973	-51%
53	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$532K	0.6%	1,090	-11%
54	—	ISHARES TR - MSCI EAFE ETF	—	$513K	0.5%	6,205	-18%
55	$PFE	PFIZER INC	Healthcare	$484K	0.5%	18K	+62%
56	$DIS	Walt Disney Co	Communication Services	$478K	0.5%	4,820	New
57	$BAC	BANK OF AMERICA CORP /DE/	Financials	$472K	0.5%	12K	-0.8%
58	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$472K	0.5%	1,179	+58%
59	$SLB	SLB LIMITED/NV	Energy	$456K	0.5%	9,669	-5%
60	$MRK	Merck & Co., Inc.	Healthcare	$450K	0.5%	3,603	+14%
61	$UNP	UNION PACIFIC CORP	Industrials	$439K	0.5%	1,800	+3%
62	$AEE	AMEREN CORP	Utilities	$434K	0.5%	6,107	+106%
63	—	FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH	—	$404K	0.4%	6,230	-19%
64	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$397K	0.4%	5,361	-62%
65	—	ISHARES TR - CORE MSCI INTL	—	$384K	0.4%	5,653	-21%
66	$WMT	Walmart Inc.	Consumer Staples	$382K	0.4%	4,889	+3%
67	$AMZN	AMAZON COM INC	Consumer Discretionary	$380K	0.4%	1,799	-9%
68	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$374K	0.4%	5,950	-73%
69	—	ISHARES TR - TRUST ISHARE 0-1	—	$370K	0.4%	3,349	-58%
70	$COP	CONOCOPHILLIPS	Energy	$364K	0.4%	3,245	+19%
71	$GS	GOLDMAN SACHS GROUP INC	Financials	$358K	0.4%	699	—
72	$BX	Blackstone Inc.	Financials	$358K	0.4%	2,946	-10%
73	$NVO	NOVO NORDISK A S	Healthcare	$343K	0.3%	2,402	New
74	$IAU	ISHARES GOLD TRUST	Financials	$342K	0.3%	7,217	-3%
75	—	ABRDN ETFS - BBRG ALL COMMDY	—	$340K	0.3%	10K	-11%
76	$WT	WisdomTree, Inc.	Financials	$327K	0.3%	2,900	—
77	$BDX	BECTON DICKINSON & CO	Healthcare	$316K	0.3%	1,350	New
78	$GOOGL	Alphabet Inc.	Technology	$313K	0.3%	1,623	-41%
79	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$309K	0.3%	4,051	-27%
80	—	ISHARES TR - MSCI USA VALUE	—	$307K	0.3%	2,763	-14%
81	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$303K	0.3%	7,347	+5%
82	$CSCO	CISCO SYSTEMS, INC.	Technology	$299K	0.3%	5,547	+12%
83	—	INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF	—	$288K	0.3%	3,050	—
84	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$286K	0.3%	7,009	—
85	$PM	Philip Morris International Inc.	Consumer Staples	$278K	0.3%	2,743	-22%
86	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$275K	0.3%	1,504	+9%
87	$MO	ALTRIA GROUP, INC.	Consumer Staples	$272K	0.3%	5,898	-12%
88	$TGT	TARGET CORP	Consumer Staples	$265K	0.3%	1,792	New
89	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$258K	0.3%	922	-35%
90	—	FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH	—	$254K	0.3%	7,668	-9%
91	$AMGN	AMGEN INC	Healthcare	$253K	0.3%	810	New
92	$GAM	GENERAL AMERICAN INVESTORS CO INC	Other	$252K	0.3%	5,062	—
93	$UPS	UNITED PARCEL SERVICE INC	Industrials	$247K	0.3%	1,824	New
94	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$245K	0.3%	1,111	-33%
95	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$241K	0.3%	1,743	—
96	$ETN	Eaton Corp plc	Industrials	$238K	0.2%	718	-20%
97	—	ISHARES TR - S&P 500 GRWT ETF	—	$237K	0.2%	2,564	-21%
98	$IVZ	Invesco Ltd.	Financials	$232K	0.2%	4,500	New
99	$IVZ	Invesco Ltd.	Financials	$230K	0.2%	3,525	+12%
100	$PLTR	Palantir Technologies Inc.	Technology	$228K	0.2%	3,822	-55%
101	$IVZ	Invesco Ltd.	Financials	$228K	0.2%	2,000	New
102	$DLR	DIGITAL REALTY TRUST, INC.	Real Estate	$227K	0.2%	1,492	+13%
103	$PSX	Phillips 66	Energy	$226K	0.2%	1,542	+26%
104	$SBUX	STARBUCKS CORP	Consumer Discretionary	$223K	0.2%	2,869	New
105	$IVZ	Invesco Ltd.	Financials	$223K	0.2%	2,300	New
106	—	ISHARES TR - FLTG RATE NT ETF	—	$222K	0.2%	4,342	New
107	$DEO	DIAGEO PLC	Consumer Staples	$220K	0.2%	1,746	New
108	$LLY	ELI LILLY & Co	Healthcare	$220K	0.2%	232	New
109	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$209K	0.2%	1,208	+1%

What changed in Q2 2026

Against the previous quarter's 13F: 10 new, 31 added to, 57 trimmed, 29 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

$DISWalt Disney Co$478K
first bought this quarter
$NVONOVO NORDISK A S$343K
first bought this quarter
$BDXBECTON DICKINSON & CO$316K
first bought this quarter
$TGTTARGET CORP$265K
first bought this quarter
$AMGNAMGEN INC$253K
first bought this quarter
$UPSUNITED PARCEL SERVICE INC$247K
first bought this quarter

+4 more in the Excel export

Added to (31)

VANGUARD WORLD FD - INF TECH ETF+130%
now $1.9M
$ACNAccenture plc+71%
now $1.8M · held 10+ qtrs
$AWKAmerican Water Works Company, Inc.+55%
now $1.8M · held 10+ qtrs
$GISGENERAL MILLS INC+60%
now $762K · held 10+ qtrs
$AEEAMEREN CORP+106%
now $434K · held 10+ qtrs
$JNJJOHNSON & JOHNSON+23%
now $1.0M · held 10+ qtrs

+25 more in the Excel export

Trimmed (57)

SCHWAB STRATEGIC TR - FUNDAMENTAL US L-65%
now $1.7M
$PANWPalo Alto Networks Inc-69%
now $918K · held 10+ qtrs, 2 trims in a row
$AAPLApple Inc.-31%
now $3.8M · held 10+ qtrs, 2 trims in a row
VANGUARD INDEX FDS - S&P 500 ETF SHS-39%
now $2.5M
$VVISA INC.-67%
now $698K · held 10+ qtrs
SCHWAB STRATEGIC TR - US DIVIDEND EQ-65%
now $748K

+51 more in the Excel export

Sold out (29)

SELECT SECTOR SPDR TRwas $899K
$NSCNORFOLK SOUTHERN CORPwas $847K
held 9+ qtrs
$MDYSPDR S&P MIDCAP 400 ETF TRUSTwas $801K
held 6 qtrs
ISHARES TRwas $690K
$COSTCOSTCO WHOLESALE CORP /NEWwas $441K
held 6 qtrs
$METAMeta Platforms, Inc.was $428K

+23 more in the Excel export

Firm AUM (Form ADV): $185.9M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Schrum Private Wealth Management LLC has filed, 18 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Schrum Private Wealth Management?

Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Schrum Private Wealth Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+4.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 12% over the last 4

Top 10 weight

39%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Schrum Private Wealth Management LLC disclosed 109 positions worth $97.3M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 10.6% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 10 new positions and exited 29 — including a new stake in $DIS. The portfolio is most concentrated in Other (47.3% of disclosed assets). All figures are sourced directly from Schrum Private Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1914987.

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AI-Powered Hedge Fund Analysis: Schrum Private Wealth Management LLC

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Every holding in Schrum Private Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.