KRM WEALTH MANAGEMENT L.L.C.

Est. AUM

$191.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.4M	385737	14.80%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP VA ETF	$25.4M	831467	13.21%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$24.2M	831332	12.62%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.3M	363700	12.14%	SOLE
5	VANECK ETF TRUST	MRNGSTR WDE MOAT	$19.9M	206304	10.39%	SOLE
6	SCHWAB STRATEGIC TR	SHT TM US TRES	$17.3M	714088	9.03%	SOLE
7	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$12.6M	257900	6.57%	SOLE
8	SCHWAB STRATEGIC TR	US SML CAP ETF	$6.8M	233204	3.53%	SOLE
9	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.7M	52990	2.45%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.3M	79047	2.23%	SOLE
11	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$3.9M	121416	2.05%	SOLE
12	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$2.5M	66321	1.32%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	2937	0.91%	SOLE
14	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.5M	62195	0.80%	SOLE
15	VANGUARD BD INDEX FDS	INTERMED TERM	$1.3M	17456	0.70%	SOLE
16	CATERPILLAR INC	COM	$1.3M	1791	0.66%	SOLE
17	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	20754	0.54%	SOLE
18	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$901K	15388	0.47%	SOLE
19	ISHARES TR	S&P 500 GRWT ETF	$878K	7765	0.46%	SOLE
20	ISHARES TR	NATIONAL MUN ETF	$777K	7321	0.40%	SOLE
21	APPLE INC	COM	$735K	2895	0.38%	SOLE
22	ISHARES TR	S&P 500 VAL ETF	$728K	3448	0.38%	SOLE
23	SCHWAB STRATEGIC TR	US BRD MKT ETF	$681K	27142	0.35%	SOLE
24	SCHWAB STRATEGIC TR	US AGGREGATE B	$666K	28693	0.35%	SOLE
25	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$657K	16914	0.34%	SOLE
26	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$649K	4383	0.34%	SOLE
27	VANGUARD INDEX FDS	SMALL CP ETF	$588K	2245	0.31%	SOLE
28	VANGUARD INDEX FDS	GROWTH ETF	$422K	966	0.22%	SOLE
29	ISHARES TR	SHRT NAT MUN ETF	$406K	3810	0.21%	SOLE
30	MICROSOFT CORP	COM	$342K	923	0.18%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET TEC	$325K	2443	0.17%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$288K	1160	0.15%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$263K	4642	0.14%	SOLE
34	ORION GROUP HLDGS INC	COM	$245K	22502	0.13%	SOLE
35	VANGUARD WORLD FD	INF TECH ETF	$244K	350	0.13%	SOLE
36	MEDTRONIC PLC	SHS	$244K	2814	0.13%	SOLE
37	ISHARES TR	CORE MSCI EAFE	$242K	2668	0.13%	SOLE
38	GE AEROSPACE	COM NEW	$231K	814	0.12%	SOLE
39	SCHWAB STRATEGIC TR	US REIT ETF	$228K	10588	0.12%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$217K	1107	0.11%	SOLE
41	ISHARES TR	RUS 1000 GRW ETF	$213K	498	0.11%	SOLE
42	EXXON MOBIL CORP	COM	$209K	1234	0.11%	SOLE
43	ISHARES TR	CORE S&P500 ETF	$208K	319	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.