Krm Wealth Management L.L.C. Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Krm Wealth Management L.L.C. disclosed 45 stock positions valued at approximately $229.13M as of quarter-end September 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 45
- Portfolio Value
- $229.13M
Holdings by Sector
Krm Wealth Management L.L.C. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 14.26% | 465,635 | +31,443 | +7.24% | $32,664,268 |
| SCHWAB STRATEGIC TR | SCHG | Other | 14.08% | 897,804 | +8,429 | +0.95% | $32,258,109 |
| SCHWAB STRATEGIC TR | SCHV | Other | 12.89% | 886,581 | +722 | +0.08% | $29,532,007 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 12.21% | 396,182 | -5,323 | -1.33% | $27,974,420 |
| VANECK ETF TRUST | MOAT | Other | 10.37% | 224,703 | +4,653 | +2.11% | $23,753,343 |
| SCHWAB STRATEGIC TR | SCHO | Other | 9.05% | 869,135 | +88,355 | +11.32% | $20,737,567 |
| SCHWAB STRATEGIC TR | FNDF | Other | 5.99% | 255,198 | -13,964 | -5.19% | $13,716,877 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.62% | 253,865 | -1,690 | -0.66% | $8,283,625 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.39% | 92,428 | +1,332 | +1.46% | $5,481,902 |
| VANGUARD INDEX FDS | VNQ | Other | 2.36% | 60,345 | +2,665 | +4.62% | $5,408,687 |
| SCHWAB STRATEGIC TR | FNDA | Other | 2.10% | 137,223 | +2,972 | +2.21% | $4,802,795 |
| SCHWAB STRATEGIC TR | FNDE | Other | 1.28% | 70,319 | +1,189 | +1.72% | $2,944,243 |
| VANGUARD INDEX FDS | VOO | Other | 0.91% | 2,965 | -7 | -0.24% | $2,078,109 |
| CATERPILLAR INC | CAT | Industrials | 0.83% | 2,350 | +596 | +33.98% | $1,905,323 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.72% | 60,255 | -1,712 | -2.76% | $1,655,205 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.50% | 15,737 | -1,817 | -10.35% | $1,146,592 |
| ISHARES TR | IVW | Other | 0.48% | 7,779 | +7 | +0.09% | $1,106,692 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.44% | 21,511 | +283 | +1.33% | $1,018,737 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.42% | 43,780 | +14,791 | +51.02% | $967,535 |
| APPLE INC | AAPL | Technology | 0.40% | 2,780 | -68 | -2.39% | $925,722 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.38% | 15,033 | -149 | -0.98% | $865,318 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.35% | 27,288 | +75 | +0.28% | $799,800 |
| ISHARES TR | IVE | Other | 0.35% | 3,470 | +8 | +0.23% | $792,064 |
| ISHARES TR | MUB | Other | 0.33% | 7,526 | +61 | +0.82% | $760,910 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.30% | 4,394 | +24 | +0.55% | $682,009 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.29% | 15,033 | -1,923 | -11.34% | $668,233 |
| VANGUARD INDEX FDS | VB | Other | 0.27% | 2,171 | -35 | -1.59% | $617,499 |
| VANGUARD INDEX FDS | VUG | Other | 0.22% | 5,663 | +3 | +0.05% | $510,261 |
| MICROSOFT CORP | MSFT | Technology | 0.22% | 969 | +41 | +4.42% | $497,038 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.21% | 2,436 | +2 | +0.08% | $476,922 |
Showing 30 of 45 holdings in the latest reporting period.