KRM Wealth Management L.L.C.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 7, 2026), KRM Wealth Management L.L.C. reported 40 stock positions worth $182.4 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 14.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 13.9%) and Schwab US Large-Cap Value (SCHV, 13.0%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0002126518
- Portfolio Value
- $182.4M (Q4 2025)
- SEC Filing
- 0002126518-26-000002 ↗ filed Apr 7, 2026
Holdings Value
Holdings 40 stocks · $182.4M
| SCHG Schwab US Large-Cap Growth | 14.17% | 792,149 | $25.8M | — |
| BND Vanguard Total Bond Market | 13.91% | 342,452 | $25.4M | — |
| SCHV Schwab US Large-Cap Value | 13.04% | 803,337 | $23.8M | — |
| VEA Vanguard Ftse Developed ETF | 11.73% | 342,284 | $21.4M | — |
| MOAT Vaneck Morningstar Wide Moat | 11.36% | 200,093 | $20.7M | — |
| SCHO Schwab Short-Term US Treas | 8.35% | 624,993 | $15.2M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 6.36% | 256,713 | $11.6M | — |
| SCHA Schwab US Small-Cap ETF | 3.43% | 219,354 | $6.2M | — |
| VNQ Vanguard Real Estate ETF | 2.46% | 50,776 | $4.5M | — |
| VWO Vanguard Ftse Emerging Marke | 2.05% | 69,699 | $3.7M | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 2.01% | 116,137 | $3.7M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.32% | 66,707 | $2.4M | — |
| VOO Vanguard S&P 500 ETF | 1.00% | 2,902 | $1.8M | — |
| SCHF Schwab Intl Equity ETF | 0.82% | 62,036 | $1.5M | — |
| BIV Vanguard Intermediate-Term B | 0.75% | 17,520 | $1.4M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.57% | 20,499 | $1.0M | — |
| CAT Caterpillar Inc. | 0.56% | 1,787 | $1.0M | — |
| IVW iShares S&P 500 Growth ETF | 0.52% | 7,748 | $955K | — |
| VGSH Vanguard Short-Term Treasury | 0.50% | 15,525 | $912K | — |
| MUB iShares National Muni Bond E | 0.43% | 7,282 | $780K | — |
| IVE iShares S&P 500 Value ETF | 0.40% | 3,480 | $738K | — |
| DFAC Dimensional US Core Equity 2 | 0.39% | 18,122 | $717K | — |
| SCHB Schwab US Broad Market ETF | 0.39% | 27,091 | $711K | — |
| AAPL Apple Inc. | 0.39% | 2,601 | $707K | — |
| VYM Vanguard High DVD Yield ETF | 0.37% | 4,710 | $676K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 28,495 | $666K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 2,237 | $577K | — |
| MSFT Microsoft Corp. | 0.24% | 917 | $443K | — |
| SUB iShares Short-Term National | 0.22% | 3,794 | $405K | — |
| XLK SS Technology Select Sector | 0.19% | 2,440 | $351K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 615 | $300K | — |
| IWM iShares Russell 2000 ETF | 0.16% | 1,158 | $285K | — |
| MDT Medtronic PLC | 0.15% | 2,836 | $272K | — |
| VGT Vanguard Info Tech ETF | 0.14% | 349 | $263K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 4,625 | $263K | — |
| GE General Electric filed as GE AEROSPACE | 0.14% | 813 | $250K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 2,632 | $235K | — |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 2,790 | $220K | — |
| SCHH Schwab US REIT ETF | 0.12% | 10,470 | $219K | — |
| IWF iShares Russell 1000 Growth | 0.11% | 429 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.