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KRM WEALTH MANAGEMENT L.L.C. — 13F Holdings & Portfolio

CIK 2126518 · latest 13F-HR filed 2026-08-07

Backtest portfolio

KRM WEALTH MANAGEMENT L.L.C. manages $227.3M in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BND (14.02%), SCHV (13.57%), SCHG (13.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 34, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3748 LAKESIDE DR
SUITE 100
RENO, NV 89509
Phone
(775) 502-8484
Filing Manager
KRM WEALTH MANAGEMENT L.L.C.
RENO, NV
Signatory
Kyle McCann
Managing Member and CCO
Loading holdings…
AUM

$227.3M

Long-equity book

Holdings

46

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+4 / −1 / ↑34 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$5.9M +24.3%
  • SCHWAB STRATEGIC TR$5.5M +21.6%
  • VANGUARD TAX-MANAGED FDS$5.3M +22.7%
  • VANGUARD BD INDEX FDS$3.5M +12.2%
  • VANECK ETF TRUST$2.9M +14.7%
Show all 34 →

Top Trims

  • MEDTRONIC PLC-$24.2K -9.9%
Show all 1 →

New Positions

  • UNITED PARCEL SVCS INC$384.4K
  • GE VERNOVA INC$227.0K
  • ALPHABET INC$214.2K
  • VANGUARD BD INDEX FDS$203.8K
Show all 4 →

Exited Positions

  • EXXON MOBIL CORP$209.4K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD BD INDEX FDS BND 921937835 $31.9M 14.02% 434,192 SH
2 SCHWAB STRATEGIC TR SCHV 808524409 $30.8M 13.57% 885,859 SH
3 SCHWAB STRATEGIC TR SCHG 808524300 $30.1M 13.24% 889,375 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $28.6M 12.59% 401,505 SH
5 VANECK ETF TRUST MOAT 92189F643 $22.9M 10.07% 220,050 SH
6 SCHWAB STRATEGIC TR SCHO 808524862 $18.8M 8.29% 780,780 SH
7 SCHWAB STRATEGIC TR FNDF 808524755 $14.2M 6.25% 269,162 SH
8 SCHWAB STRATEGIC TR SCHA 808524607 $9.2M 4.06% 255,555 SH
9 VANGUARD INDEX FDS VNQ 922908553 $5.6M 2.45% 57,680 SH
10 VANGUARD INTL EQUITY INDEX F VWO 922042858 $5.4M 2.39% 91,096 SH
11 SCHWAB STRATEGIC TR FNDA 808524763 $5.1M 2.25% 134,251 SH
12 SCHWAB STRATEGIC TR FNDE 808524730 $2.7M 1.21% 69,130 SH
13 VANGUARD INDEX FDS VOO 922908363 $2.0M 0.90% 2,972 SH
14 CATERPILLAR INC CAT 149123101 $1.9M 0.82% 1,754 SH
15 SCHWAB STRATEGIC TR SCHF 808524805 $1.7M 0.76% 61,967 SH
16 VANGUARD BD INDEX FDS BIV 921937819 $1.3M 0.59% 17,554 SH
17 VANGUARD MUN BD FDS VTEB 922907746 $1.1M 0.47% 21,228 SH
18 ISHARES TR IVW 464287309 $1.1M 0.47% 7,772 SH
19 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $883.6K 0.39% 15,182 SH
20 APPLE INC AAPL 037833100 $824.0K 0.36% 2,848 SH
21 ISHARES TR MUB 464288414 $803.4K 0.35% 7,465 SH
22 SCHWAB STRATEGIC TR SCHB 808524102 $788.1K 0.35% 27,213 SH
23 ISHARES TR IVE 464287408 $786.0K 0.35% 3,462 SH
24 DIMENSIONAL ETF TRUST DFAC 25434V708 $752.2K 0.33% 16,956 SH
25 VANGUARD WHITEHALL FDS VYM 921946406 $690.6K 0.30% 4,370 SH
26 SCHWAB STRATEGIC TR SCHZ 808524839 $670.5K 0.30% 28,989 SH
27 VANGUARD INDEX FDS VB 922908751 $668.5K 0.29% 2,206 SH
28 VANGUARD INDEX FDS VUG 922908736 $487.5K 0.21% 5,660 SH
29 SELECT SECTOR SPDR TR XLK 81369Y803 $463.7K 0.20% 2,434 SH
30 ISHARES TR SUB 464288158 $408.2K 0.18% 3,834 SH
31 UNITED PARCEL SVCS INC UPS 911312106 $384.4K 0.17% 3,576 SH
32 ORION GROUP HLDGS INC ORN 68628V308 $378.5K 0.17% 22,502 SH
33 ISHARES TR IWM 464287655 $349.3K 0.15% 1,163 SH
34 MICROSOFT CORP MSFT 594918104 $346.0K 0.15% 928 SH
35 VANGUARD WORLD FD VGT 92204A702 $334.7K 0.15% 2,800 SH
36 GE AEROSPACE GE 369604301 $304.7K 0.13% 815 SH
37 ISHARES TR IVV 464287200 $283.6K 0.12% 379 SH
38 SPDR SERIES TRUST SPYV 78464A508 $280.9K 0.12% 4,621 SH
39 ISHARES TR IEFA 46432F842 $261.8K 0.12% 2,710 SH
40 SCHWAB STRATEGIC TR SCHH 808524847 $252.2K 0.11% 10,652 SH
41 VANGUARD INDEX FDS VTV 922908744 $241.3K 0.11% 1,107 SH
42 ISHARES TR IWF 464287614 $230.1K 0.10% 1,853 SH
43 GE VERNOVA INC GEV 36828A101 $227.0K 0.10% 193 SH
44 MEDTRONIC PLC MDT G5960L103 $219.6K 0.10% 2,807 SH
45 ALPHABET INC GOOG 02079K107 $214.2K 0.09% 606 SH
46 VANGUARD BD INDEX FDS BSV 921937827 $203.8K 0.09% 2,616 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $227.3M 46 0002126518-26-000004
2026-03-31 2026-04-23 $191.9M 43 0002126518-26-000003
2025-12-31 2026-04-07 $182.4M 40 0002126518-26-000002