Institutional Fund
Krm Wealth Management L.L.C.
Reno, NVCIK 21265182 filings on record
Portfolio Value
$191.95M
Q1 2026
Holdings
43
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+5.3%
from $182.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds14.8%
- Schwab Strategic Tr13.2%
- Schwab Strategic Tr12.6%
- Vanguard Tax-Managed Fds12.1%
- Vaneck ETF Trust10.4%
- Schwab Strategic Tr9.0%
- Other27.8%
Portfolio Holdings
43 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 385.7K | $28.41M | 14.8% | +43.3K | Added |
| 2 | Schwab Strategic Tr | 831.5K | $25.36M | 13.2% | +28.1K | Added |
| 3 | Schwab Strategic Tr | 831.3K | $24.22M | 12.6% | +39.2K | Added |
| 4 | Vanguard Tax-Managed Fds | 363.7K | $23.31M | 12.1% | +21.4K | Added |
| 5 | Vaneck ETF Trust | 206.3K | $19.95M | 10.4% | +6.2K | Added |
| 6 | Schwab Strategic Tr | 714.1K | $17.33M | 9.0% | +89.1K | Added |
| 7 | Schwab Strategic Tr | 257.9K | $12.62M | 6.6% | +1.2K | Added |
| 8 | Schwab Strategic Tr | 233.2K | $6.78M | 3.5% | +13.8K | Added |
| 9 | Vanguard Index Fds | 53.0K | $4.70M | 2.4% | +2.2K | Added |
| 10 | Vanguard Intl Equity Index F | 79.0K | $4.27M | 2.2% | +9.3K | Added |
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