SEC 13F Intelligence

Managers / Q1 2026

KRM WEALTH MANAGEMENT L.L.C.NEW FILER

CIK 0002126518 · 3748 LAKESIDE DR, SUITE 100, RENO, NV, 89509 · 775-502-8484

Reported Value
$192M
Q1 2026
Positions
43
Filings on Record
2
2019–present window
Filed
Apr 23, 2026
original filing

Summary

Krm Wealth Management L.L.C. reported $192M in U.S.-listed holdings across 43 positions for Q1 2026.

Its largest position, Vanguard Bd Index Fds, represents 14.8% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+87.0%
share of reported value
Largest Position
+14.8%
Vanguard Bd Index Fds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $192MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 98.3%Common Stock: 1.6%Other: 0.1%
  • ETP · 98.3% · $189M
  • Common Stock · 1.6% · $3M
  • Other · 0.1% · $243,833

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD BD INDEX FDSNEW+385.7K385.7K+$28M$28M
SCHWAB STRATEGIC TRNEW+831.5K831.5K+$25M$25M
SCHWAB STRATEGIC TRNEW+831.3K831.3K+$24M$24M
VANGUARD TAX-MANAGED FDSNEW+363.7K363.7K+$23M$23M
VANECK ETF TRUSTNEW+206.3K206.3K+$20M$20M
SCHWAB STRATEGIC TRNEW+714.1K714.1K+$17M$17M
SCHWAB STRATEGIC TRNEW+257.9K257.9K+$13M$13M
SCHWAB STRATEGIC TRNEW+233.2K233.2K+$7M$7M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

21 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1SCHWAB STRATEGIC TRUS LCAP VA ETF · US LCAP GR ETF · SHT TM US TRES · FUNDAMENTAL INTL · US SML CAP ETF · FUNDAMENTAL US S · FUNDAMENTAL EMER · INTL EQTY ETF · US BRD MKT ETF · US AGGREGATE B · US REIT ETF49.96%$96M3.18M
2VANGUARD BD INDEX FDSTOTAL BND MRKT · INTERMED TERM15.50%$30M403.2K
3VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT12.14%$23M363.7K
4VANECK ETF TRUSTMRNGSTR WDE MOAT10.39%$20M206.3K
5VUGVANGUARD INDEX FDSREAL ESTATE ETF · S&P 500 ETF SHS · SMALL CP ETF · GROWTH ETF · VALUE ETF4.00%$8M60.2K
6VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF2.23%$4M79.0K
7ISHARES TRS&P 500 GRWT ETF · NATIONAL MUN ETF · S&P 500 VAL ETF · SHRT NAT MUN ETF · RUSSELL 2000 ETF · CORE MSCI EAFE · RUS 1000 GRW ETF · CORE S&P500 ETF1.95%$4M27.0K
8CATCATERPILLAR INCCOM0.66%$1M1.8K
9VANGUARD MUN BD FDSTAX EXEMPT BD0.54%$1M20.8K
10VGSHVANGUARD SCOTTSDALE FDSSHORT TERM TREAS0.47%$900,83015.4K
11AAPLAPPLE INCCOM0.38%$734,6432.9K
12DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 20.34%$657,29616.9K
13VANGUARD WHITEHALL FDSHIGH DIV YLD0.34%$649,1364.4K
14MSFTMICROSOFT CORPCOM0.18%$341,543923
15SELECT SECTOR SPDR TRSTATE STREET TEC0.17%$324,6252.4K
16SPDR SERIES TRUSTSTATE STREET SPD0.14%$262,6584.6K
17ORNORION GROUP HLDGS INCCOM0.13%$245,27222.5K
18VANGUARD WORLD FDINF TECH ETF0.13%$244,007350
19MEDTRONIC PLCSHS0.13%$243,8332.8K
20GE AEROSPACECOM NEW0.12%$230,984814
21EXMOCEXXON MOBIL CORPCOM0.11%$209,3971.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$192M43Apr 23, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.