StockDriftsStockDriftsTop 46 Krm Wealth Management L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 14.02% | 434.2K | $31.9M | +12.56%(+48.45K) | $74.10(-2.44%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 13.57% | 885.9K | $30.8M | +6.54%(+54.39K) | $29.57(+18.38%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 13.24% | 889.4K | $30.1M | +6.98%(+58.04K) | $32.12(+11.38%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.59% | 401.5K | $28.6M | +10.39%(+37.80K) | $61.82(+18.06%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 10.07% | 220.1K | $22.9M | +6.66%(+13.75K) | $101.18(+11.52%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 8.29% | 780.8K | $18.8M | +9.34%(+66.69K) | $24.36(-1.24%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 6.25% | 269.2K | $14.2M | +4.37%(+11.26K) | $44.35(+24.66%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.06% | 255.6K | $9.2M | +9.58%(+22.35K) | $28.56(+21.87%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.45% | 57.7K | $5.6M | +8.85%(+4.69K) | $90.06(+7.48%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.39% | 91.1K | $5.4M | +15.24%(+12.05K) | $54.24(+11.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.05% |
Krm Wealth Management L L C reports $227.28M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are BND (14.0%), SCHV (13.6%) and SCHG (13.2%). The top 20 holdings account for 95.15% of reported assets. Its disclosed equity book has returned +8.26% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Krm Wealth Management L L C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2126518). View Krm Wealth Management L L C’s 13F filings on SEC