KRM Wealth Management L.L.C.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), KRM Wealth Management L.L.C. reported 46 stock positions worth $227.3 million. Its top holding was Vanguard Total Bond Market (BND) at 14.0% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 13.6%) and Schwab US Large-Cap Growth (SCHG, 13.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 1, added to 28 and reduced 11. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +7%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0002126518
- Portfolio Value
- $227.3M (Q2 2026)
- SEC Filing
- 0002126518-26-000004 ↗ filed Aug 7, 2026
Holdings Value
Holdings 46 stocks · $227.3M
| BND Vanguard Total Bond Market | 14.02% | 434,192 | $31.9M | Add +12.6% |
| SCHV Schwab US Large-Cap Value | 13.57% | 885,859 | $30.8M | Add +6.5% |
| SCHG Schwab US Large-Cap Growth | 13.24% | 889,375 | $30.1M | Add +7.0% |
| VEA Vanguard Ftse Developed ETF | 12.59% | 401,505 | $28.6M | Add +10.4% |
| MOAT Vaneck Morningstar Wide Moat | 10.07% | 220,050 | $22.9M | Add +6.7% |
| SCHO Schwab Short-Term US Treas | 8.29% | 780,780 | $18.8M | Add +9.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 6.25% | 269,162 | $14.2M | Add +4.4% |
| SCHA Schwab US Small-Cap ETF | 4.06% | 255,555 | $9.2M | Add +9.6% |
| VNQ Vanguard Real Estate ETF | 2.45% | 57,680 | $5.6M | Add +8.8% |
| VWO Vanguard Ftse Emerging Marke | 2.39% | 91,096 | $5.4M | Add +15.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 2.25% | 134,251 | $5.1M | Add +10.6% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.21% | 69,130 | $2.7M | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 0.90% | 2,972 | $2.0M | Add +1.2% |
| CAT Caterpillar Inc. | 0.82% | 1,754 | $1.9M | Reduce -2.1% |
| SCHF Schwab Intl Equity ETF | 0.76% | 61,967 | $1.7M | Reduce -0.4% |
| BIV Vanguard Intermediate-Term B | 0.59% | 17,554 | $1.3M | Add +0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.47% | 21,228 | $1.1M | Add +2.3% |
| IVW iShares S&P 500 Growth ETF | 0.47% | 7,772 | $1.1M | Add +0.1% |
| VGSH Vanguard Short-Term Treasury | 0.39% | 15,182 | $884K | Reduce -1.3% |
| AAPL Apple Inc. | 0.36% | 2,848 | $824K | Reduce -1.6% |
| MUB iShares National Muni Bond E | 0.35% | 7,465 | $803K | Add +2.0% |
| SCHB Schwab US Broad Market ETF | 0.35% | 27,213 | $788K | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.35% | 3,462 | $786K | Add +0.4% |
| DFAC Dimensional US Core Equity 2 | 0.33% | 16,956 | $752K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 4,370 | $691K | Reduce -0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.29% | 28,989 | $671K | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 2,206 | $669K | Reduce -1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 5,660 | $488K | Reduce -2.4% |
| XLK SS Technology Select Sector | 0.20% | 2,434 | $464K | Reduce -0.4% |
| SUB iShares Short-Term National | 0.18% | 3,834 | $408K | Add +0.6% |
| UPS United Parcel Service Class B | 0.17% | 3,576 | $384K | New |
| ORN Orion Group Holdings Inc. | 0.17% | 22,502 | $378K | No change |
| IWM iShares Russell 2000 ETF | 0.15% | 1,163 | $349K | Add +0.3% |
| MSFT Microsoft Corp. | 0.15% | 928 | $346K | Add +0.5% |
| VGT Vanguard Info Tech ETF | 0.15% | 2,800 | $335K | No change |
| GE General Electric filed as GE AEROSPACE | 0.13% | 815 | $305K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.12% | 379 | $284K | Add +18.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 4,621 | $281K | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 2,710 | $262K | Add +1.6% |
| SCHH Schwab US REIT ETF | 0.11% | 10,652 | $252K | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,107 | $241K | No change |
| IWF iShares Russell 1000 Growth | 0.10% | 1,853 | $230K | Reduce -7.0% |
| GEV GE Vernova Inc. | 0.10% | 193 | $227K | New |
| MDT Medtronic PLC | 0.10% | 2,807 | $220K | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.09% | 606 | $214K | New |
| BSV Vanguard Short-Term Bond ETF | 0.09% | 2,616 | $204K | New |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.11 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.3% | 0.39% | −0.08 |
| SCHF Schwab Intl Equity ETF | Reduce -0.4% | 0.76% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.3% | 0.30% | −0.03 |
| MDT Medtronic PLC | Reduce -0.3% | 0.10% | −0.03 |
| AAPL Apple Inc. | Reduce -1.6% | 0.36% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.5% | 0.12% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.7% | 0.29% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -7.0% | 0.10% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 0.21% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.4% | 0.20% | +0.03 |
| CAT Caterpillar Inc. | Reduce -2.1% | 0.82% | +0.16 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHG Schwab US Large-Cap Growth | Add +7.0% | 13.24% | +0.63 |
| SCHA Schwab US Small-Cap ETF | Add +9.6% | 4.06% | +0.53 |
| VEA Vanguard Ftse Developed ETF | Add +10.4% | 12.59% | +0.45 |
| SCHV Schwab US Large-Cap Value | Add +6.5% | 13.57% | +0.36 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +10.6% | 2.25% | +0.20 |
| UPS United Parcel Service Class B | New | 0.17% | +0.17 |
| VWO Vanguard Ftse Emerging Marke | Add +15.2% | 2.39% | +0.17 |
| GEV GE Vernova Inc. | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | New | 0.09% | +0.09 |
| BSV Vanguard Short-Term Bond ETF | New | 0.09% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +18.8% | 0.12% | +0.02 |
| GE General Electric | Add +0.1% | 0.13% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.47% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.15% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +8.8% | 2.45% | −0.00 |
| SCHH Schwab US REIT ETF | Add +0.6% | 0.11% | −0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.35% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.6% | 0.12% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.33% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 0.90% | −0.02 |
| MSFT Microsoft Corp. | Add +0.5% | 0.15% | −0.03 |
| SUB iShares Short-Term National | Add +0.6% | 0.18% | −0.03 |
| IVE iShares S&P 500 Value ETF | Add +0.4% | 0.35% | −0.03 |
| MUB iShares National Muni Bond E | Add +2.0% | 0.35% | −0.05 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.0% | 0.29% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.3% | 0.47% | −0.07 |
| BIV Vanguard Intermediate-Term B | Add +0.6% | 0.59% | −0.11 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +4.2% | 1.21% | −0.12 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +4.4% | 6.25% | −0.33 |
| MOAT Vaneck Morningstar Wide Moat | Add +6.7% | 10.07% | −0.33 |
| SCHO Schwab Short-Term US Treas | Add +9.3% | 8.29% | −0.74 |
| BND Vanguard Total Bond Market | Add +12.6% | 14.02% | −0.77 |