KRM Wealth Management L.L.C.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), KRM Wealth Management L.L.C. reported 43 stock positions worth $191.9 million. Its top holding was Vanguard Total Bond Market (BND) at 14.8% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 13.2%) and Schwab US Large-Cap Growth (SCHG, 12.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 32 and reduced 7. The biggest buy was Vanguard Total Bond Market (BND, shares +13%) and the biggest sale an exit from Vanguard Short-Term Bond ETF (BSV).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0002126518
- Portfolio Value
- $191.9M (Q1 2026)
- SEC Filing
- 0002126518-26-000003 ↗ filed Apr 23, 2026
Holdings Value
Holdings 43 stocks · $191.9M
| BND Vanguard Total Bond Market | 14.80% | 385,737 | $28.4M | Add +12.6% |
| SCHV Schwab US Large-Cap Value | 13.21% | 831,467 | $25.4M | Add +3.5% |
| SCHG Schwab US Large-Cap Growth | 12.62% | 831,332 | $24.2M | Add +5.0% |
| VEA Vanguard Ftse Developed ETF | 12.14% | 363,700 | $23.3M | Add +6.3% |
| MOAT Vaneck Morningstar Wide Moat | 10.39% | 206,304 | $19.9M | Add +3.1% |
| SCHO Schwab Short-Term US Treas | 9.03% | 714,088 | $17.3M | Add +14.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 6.57% | 257,900 | $12.6M | Add +0.5% |
| SCHA Schwab US Small-Cap ETF | 3.53% | 233,204 | $6.8M | Add +6.3% |
| VNQ Vanguard Real Estate ETF | 2.45% | 52,990 | $4.7M | Add +4.4% |
| VWO Vanguard Ftse Emerging Marke | 2.23% | 79,047 | $4.3M | Add +13.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 2.05% | 121,416 | $3.9M | Add +4.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.32% | 66,321 | $2.5M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.91% | 2,937 | $1.8M | Add +1.2% |
| SCHF Schwab Intl Equity ETF | 0.80% | 62,195 | $1.5M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 0.70% | 17,456 | $1.3M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.66% | 1,791 | $1.3M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.54% | 20,754 | $1.0M | Add +1.2% |
| VGSH Vanguard Short-Term Treasury | 0.47% | 15,388 | $901K | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 7,765 | $878K | Add +0.2% |
| MUB iShares National Muni Bond E | 0.40% | 7,321 | $777K | Add +0.5% |
| AAPL Apple Inc. | 0.38% | 2,895 | $735K | Add +11.3% |
| IVE iShares S&P 500 Value ETF | 0.38% | 3,448 | $728K | Reduce -0.9% |
| SCHB Schwab US Broad Market ETF | 0.35% | 27,142 | $681K | Add +0.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.35% | 28,693 | $666K | Add +0.7% |
| DFAC Dimensional US Core Equity 2 | 0.34% | 16,914 | $657K | Reduce -6.7% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 4,383 | $649K | Reduce -6.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 2,245 | $588K | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 966 | $422K | Add +57.1% |
| SUB iShares Short-Term National | 0.21% | 3,810 | $406K | Add +0.4% |
| MSFT Microsoft Corp. | 0.18% | 923 | $342K | Add +0.7% |
| XLK SS Technology Select Sector | 0.17% | 2,443 | $325K | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.15% | 1,160 | $288K | Add +0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 4,642 | $263K | Add +0.4% |
| ORN Orion Group Holdings Inc. | 0.13% | 22,502 | $245K | New |
| VGT Vanguard Info Tech ETF | 0.13% | 350 | $244K | Add +0.3% |
| MDT Medtronic PLC | 0.13% | 2,814 | $244K | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 2,668 | $242K | Add +1.4% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 814 | $231K | Add +0.1% |
| SCHH Schwab US REIT ETF | 0.12% | 10,588 | $228K | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,107 | $217K | New |
| IWF iShares Russell 1000 Growth | 0.11% | 498 | $213K | Add +16.1% |
| XOM Exxon Mobil Corp. | 0.11% | 1,234 | $209K | New |
| IVV iShares Core S&P 500 ETF | 0.11% | 319 | $208K | New |
Portfolio Sells Q4 2025 → Q1 2026
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.12 |
| DFAC Dimensional US Core Equity 2 | Reduce -6.7% | 0.34% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -0.4% | 0.70% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.9% | 0.34% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.9% | 0.47% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -0.9% | 0.38% | −0.03 |
| MDT Medtronic PLC | Reduce -0.8% | 0.13% | −0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -0.6% | 1.32% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Add +12.6% | 14.80% | +0.89 |
| SCHO Schwab Short-Term US Treas | Add +14.3% | 9.03% | +0.68 |
| VEA Vanguard Ftse Developed ETF | Add +6.3% | 12.14% | +0.42 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.5% | 6.57% | +0.21 |
| VWO Vanguard Ftse Emerging Marke | Add +13.4% | 2.23% | +0.17 |
| SCHV Schwab US Large-Cap Value | Add +3.5% | 13.21% | +0.17 |
| ORN Orion Group Holdings Inc. | New | 0.13% | +0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | New | 0.11% | +0.11 |
| IVV iShares Core S&P 500 ETF | New | 0.11% | +0.11 |
| SCHA Schwab US Small-Cap ETF | Add +6.3% | 3.53% | +0.11 |
| CAT Caterpillar Inc. | Add +0.2% | 0.66% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +57.1% | 0.22% | +0.06 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +4.5% | 2.05% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +16.1% | 0.11% | −0.00 |
| SCHH Schwab US REIT ETF | Add +1.1% | 0.12% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 0.13% | −0.00 |
| AAPL Apple Inc. | Add +11.3% | 0.38% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.15% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.4% | 0.14% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.4% | 0.31% | −0.01 |
| SUB iShares Short-Term National | Add +0.4% | 0.21% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +4.4% | 2.45% | −0.02 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 0.80% | −0.02 |
| GE General Electric | Add +0.1% | 0.12% | −0.02 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.13% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.7% | 0.35% | −0.02 |
| MUB iShares National Muni Bond E | Add +0.5% | 0.40% | −0.02 |
| XLK SS Technology Select Sector | Add +0.1% | 0.17% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.2% | 0.54% | −0.03 |
| SCHB Schwab US Broad Market ETF | Add +0.2% | 0.35% | −0.03 |
| MSFT Microsoft Corp. | Add +0.7% | 0.18% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Add +0.2% | 0.46% | −0.07 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 0.91% | −0.08 |
| MOAT Vaneck Morningstar Wide Moat | Add +3.1% | 10.39% | −0.97 |
| SCHG Schwab US Large-Cap Growth | Add +5.0% | 12.62% | −1.55 |