Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $31.9M | 14.0% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $30.8M | 13.6% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $30.1M | 13.2% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $28.6M | 12.6% |
| Vaneck ETF TrustMRNGSTR WDE MOAT | MRNGSTR WDE MOAT | $22.9M | 10.1% |
| Schwab Strategic TRSHT TM US TRES | SHT TM US TRES | $18.8M | 8.3% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $14.2M | 6.2% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $9.23M | 4.1% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $5.56M | 2.4% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $5.44M | 2.4% |
| Schwab Strategic TRFUNDAMENTAL US S | FUNDAMENTAL US S | $5.11M | 2.2% |
| Schwab Strategic TRFUND EM EQUI ETF | FUND EM EQUI ETF | $2.74M | 1.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.04M | 0.9% |
| Caterpillar Inc.COM | COM | $1.87M | 0.8% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $1.72M | 0.8% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $1.35M | 0.6% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $1.07M | 0.5% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $1.07M | 0.5% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $884K | 0.4% |
| Apple Inc.COM | COM | $824K | 0.4% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $803K | 0.4% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $788K | 0.3% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $786K | 0.3% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $752K | 0.3% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $691K | 0.3% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $671K | 0.3% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $669K | 0.3% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $488K | 0.2% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $464K | 0.2% |
| iShares TRSHRT NAT MUN ETF | SHRT NAT MUN ETF | $408K | 0.2% |
| United Parcel Svcs Inc.CL B | CL B | $384K | 0.2% |
| Orion Group Hldgs Inc.COM | COM | $378K | 0.2% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $349K | 0.2% |
| Microsoft Corp.COM | COM | $346K | 0.2% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $335K | 0.1% |
| GE AerospaceCOM NEW | COM NEW | $305K | 0.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $284K | 0.1% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $281K | 0.1% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $262K | 0.1% |
| Schwab Strategic TRUS REIT ETF | US REIT ETF | $252K | 0.1% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $241K | 0.1% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $230K | 0.1% |
| GE Vernova Inc.COM | COM | $227K | 0.1% |
| Medtronic PLCSHS | SHS | $220K | 0.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $214K | 0.1% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $204K | 0.1% |
Vanguard BD Index FdsTOTAL BND MRKT$31.9M
- Class
- TOTAL BND MRKT
- Share
- 14.0%
Schwab Strategic TRUS LCAP VA ETF$30.8M
- Class
- US LCAP VA ETF
- Share
- 13.6%
Schwab Strategic TRUS LCAP GR ETF$30.1M
- Class
- US LCAP GR ETF
- Share
- 13.2%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$28.6M
- Class
- VAN FTSE DEV MKT
- Share
- 12.6%
Vaneck ETF TrustMRNGSTR WDE MOAT$22.9M
- Class
- MRNGSTR WDE MOAT
- Share
- 10.1%
Schwab Strategic TRSHT TM US TRES$18.8M
- Class
- SHT TM US TRES
- Share
- 8.3%
Schwab Strategic TRFUNDAMENTAL INTL$14.2M
- Class
- FUNDAMENTAL INTL
- Share
- 6.2%
Schwab Strategic TRUS SML CAP ETF$9.23M
- Class
- US SML CAP ETF
- Share
- 4.1%
Vanguard Index FdsREAL ESTATE ETF$5.56M
- Class
- REAL ESTATE ETF
- Share
- 2.4%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$5.44M
- Class
- FTSE EMR MKT ETF
- Share
- 2.4%
Schwab Strategic TRFUNDAMENTAL US S$5.11M
- Class
- FUNDAMENTAL US S
- Share
- 2.2%
Schwab Strategic TRFUND EM EQUI ETF$2.74M
- Class
- FUND EM EQUI ETF
- Share
- 1.2%
Vanguard Index FdsS&P 500 ETF SHS$2.04M
- Class
- S&P 500 ETF SHS
- Share
- 0.9%
Caterpillar Inc.COM$1.87M
- Class
- COM
- Share
- 0.8%
Schwab Strategic TRINTL EQTY ETF$1.72M
- Class
- INTL EQTY ETF
- Share
- 0.8%
Vanguard BD Index FdsINTERMED TERM$1.35M
- Class
- INTERMED TERM
- Share
- 0.6%
Vanguard Mun BD FdsTAX EXEMPT BD$1.07M
- Class
- TAX EXEMPT BD
- Share
- 0.5%
iShares TRS&P 500 GRWT ETF$1.07M
- Class
- S&P 500 GRWT ETF
- Share
- 0.5%
Vanguard Scottsdale FdsSHORT TERM TREAS$884K
- Class
- SHORT TERM TREAS
- Share
- 0.4%
Apple Inc.COM$824K
- Class
- COM
- Share
- 0.4%
iShares TRNATIONAL MUN ETF$803K
- Class
- NATIONAL MUN ETF
- Share
- 0.4%
Schwab Strategic TRUS BRD MKT ETF$788K
- Class
- US BRD MKT ETF
- Share
- 0.3%
iShares TRS&P 500 VAL ETF$786K
- Class
- S&P 500 VAL ETF
- Share
- 0.3%
Dimensional ETF TrustUS COR EQU 2 ETF$752K
- Class
- US COR EQU 2 ETF
- Share
- 0.3%
Vanguard Whitehall FdsHIGH DIV YLD$691K
- Class
- HIGH DIV YLD
- Share
- 0.3%
Schwab Strategic TRUS AGGREGATE B$671K
- Class
- US AGGREGATE B
- Share
- 0.3%
Vanguard Index FdsSMALL CP ETF$669K
- Class
- SMALL CP ETF
- Share
- 0.3%
Vanguard Index FdsGROWTH ETF$488K
- Class
- GROWTH ETF
- Share
- 0.2%
Select Sector SPDR TRST STR TECHN ETF$464K
- Class
- ST STR TECHN ETF
- Share
- 0.2%
iShares TRSHRT NAT MUN ETF$408K
- Class
- SHRT NAT MUN ETF
- Share
- 0.2%
United Parcel Svcs Inc.CL B$384K
- Class
- CL B
- Share
- 0.2%
Orion Group Hldgs Inc.COM$378K
- Class
- COM
- Share
- 0.2%
iShares TRRUSSELL 2000 ETF$349K
- Class
- RUSSELL 2000 ETF
- Share
- 0.2%
Microsoft Corp.COM$346K
- Class
- COM
- Share
- 0.2%
Vanguard World FDINF TECH ETF$335K
- Class
- INF TECH ETF
- Share
- 0.1%
GE AerospaceCOM NEW$305K
- Class
- COM NEW
- Share
- 0.1%
iShares TRCORE S&P500 ETF$284K
- Class
- CORE S&P500 ETF
- Share
- 0.1%
SPDR Series TrustST STR P500VAL$281K
- Class
- ST STR P500VAL
- Share
- 0.1%
iShares TRCORE MSCI EAFE$262K
- Class
- CORE MSCI EAFE
- Share
- 0.1%
Schwab Strategic TRUS REIT ETF$252K
- Class
- US REIT ETF
- Share
- 0.1%
Vanguard Index FdsVALUE ETF$241K
- Class
- VALUE ETF
- Share
- 0.1%
iShares TRRUS 1000 GRW ETF$230K
- Class
- RUS 1000 GRW ETF
- Share
- 0.1%
GE Vernova Inc.COM$227K
- Class
- COM
- Share
- 0.1%
Medtronic PLCSHS$220K
- Class
- SHS
- Share
- 0.1%
Alphabet Inc.CAP STK CL C$214K
- Class
- CAP STK CL C
- Share
- 0.1%
Vanguard BD Index FdsSHORT TRM BOND$204K
- Class
- SHORT TRM BOND
- Share
- 0.1%
The share class is shown on a wider screen.
The 46 largest of 46 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2126518
- File number
- 028-26796
- Options
- 0 call, 0 put
- In the 25 largest
- 96.8%
- Prior quarter
- $192M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 1
Common questions
What are KRM Wealth Management’s 13F holdings worth?
$227 million across 46 positions for the quarter ended 30 June 2026.
What is KRM Wealth Management’s largest 13F holding?
VANGUARD BD INDEX FDS (TOTAL BND MRKT) was the largest position at $31.9 million, or 14.0% of reported 13F value, as of 30 June 2026.
How concentrated is KRM Wealth Management’s 13F portfolio?
The ten largest positions accounted for 86.9% of reported value and the twenty-five largest for 96.8%, across 46 positions as of 30 June 2026.
Does Form 13F show everything KRM Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does KRM Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.