13F-HR filed by KRM WEALTH MANAGEMENT L.L.C.
KRM WEALTH MANAGEMENT L.L.C. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 46 holding rows worth $227,277,741.
- Accession
- 0002126518-26-000004
- Filer
- CIK 2126518
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 46 entries on the cover page, a total value of $227,277,741 stated on the cover page (in dollars after the unit check, H1), rows summing to $227,277,741 with VALUE read as dollars as filed, 13F file number 028-26796. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | 921937835 | SHS | 434,192 | $31,874,036 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 885,859 | $30,836,737 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 889,375 | $30,096,459 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 401,505 | $28,607,235 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 220,050 | $22,876,361 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 780,780 | $18,848,020 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 269,162 | $14,201,008 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 255,555 | $9,233,189 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 57,680 | $5,562,082 | dollars as filed | |
| VWO | 922042858 | SHS | 91,096 | $5,437,513 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 134,251 | $5,109,591 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 69,130 | $2,743,097 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,972 | $2,041,075 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,754 | $1,867,530 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 61,967 | $1,716,490 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 17,554 | $1,346,357 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 21,228 | $1,073,688 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 7,772 | $1,068,914 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 15,182 | $883,568 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,848 | $824,022 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 7,465 | $803,392 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 27,213 | $788,095 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 3,462 | $786,034 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 16,956 | $752,166 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 4,370 | $690,594 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 28,989 | $670,517 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,206 | $668,540 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 5,660 | $487,513 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,434 | $463,656 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 3,834 | $408,235 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,576 | $384,371 | dollars as filed | |
| ORION GROUP HOLDINGS INC | 68628V308 | COMMON STOCK | 22,502 | $378,484 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,163 | $349,339 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 928 | $346,034 | dollars as filed | |
| VGT | 92204A702 | SHS | 2,800 | $334,668 | dollars as filed | |
| General Electric Company | 369604301 | COM | 815 | $304,717 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 379 | $283,558 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 4,621 | $280,884 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 2,710 | $261,768 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 10,652 | $252,236 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,107 | $241,300 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,853 | $230,061 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 193 | $227,013 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 2,807 | $219,592 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 606 | $214,214 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 2,616 | $203,788 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002126518-26-000004 | this filing | 2026-08-07 | acceptance time not in the bulk data set |