Filed: 4/23/2026ACC: 0002126518-26-000003
📋 What this filing means
KRM WEALTH MANAGEMENT L.L.C. filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $191.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$191.95M
Total AUM (reported)
4.42M
Total Shares
Allocation by class
TOTAL BND MRKT$28.41M14.8%
US LCAP VA ETF$25.36M13.2%
US LCAP GR ETF$24.22M12.6%
VAN FTSE DEV MKT$23.31M12.1%
MRNGSTR WDE MOAT$19.95M10.4%
SHT TM US TRES$17.33M9.0%
FUNDAMENTAL INTL$12.62M6.6%
Portfolio Concentration
Top 3$77.98M40.6%
4–10$88.96M46.3%
11–25$19.44M10.1%
Rest$5.56M2.9%
Top 3 weight
40.6%
Top 10 weight
87.0%
Voting Authority Distribution
Total shares with voting rights: 4.42M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.42M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings43
Rows:
VANGUARD BD INDEX FDS
SOLEShares385.74K
TypeSH
Market value$28.41M
14.80%
Sole
0.00
Shared
0.00
None
385.74K
SCHWAB STRATEGIC TR
SOLEShares831.47K
TypeSH
Market value$25.36M
13.21%
Sole
0.00
Shared
0.00
None
831.47K
SCHWAB STRATEGIC TR
SOLEShares831.33K
TypeSH
Market value$24.22M
12.62%
Sole
0.00
Shared
0.00
None
831.33K
VANGUARD TAX-MANAGED FDS
SOLEShares363.70K
TypeSH
Market value$23.31M
12.14%
Sole
0.00
Shared
0.00
None
363.70K
VANECK ETF TRUST
SOLEShares206.30K
TypeSH
Market value$19.95M
10.39%
Sole
0.00
Shared
0.00
None
206.30K
SCHWAB STRATEGIC TR
SOLEShares714.09K
TypeSH
Market value$17.33M
9.03%
Sole
0.00
Shared
0.00
None
714.09K
SCHWAB STRATEGIC TR
SOLEShares257.90K
TypeSH
Market value$12.62M
6.57%
Sole
0.00
Shared
0.00
None
257.90K
SCHWAB STRATEGIC TR
SOLEShares233.20K
TypeSH
Market value$6.78M
3.53%
Sole
0.00
Shared
0.00
None
233.20K
VANGUARD INDEX FDS
SOLEShares52.99K
TypeSH
Market value$4.70M
2.45%
Sole
0.00
Shared
0.00
None
52.99K
VANGUARD INTL EQUITY INDEX F
SOLEShares79.05K
TypeSH
Market value$4.27M
2.23%
Sole
0.00
Shared
0.00
None
79.05K
SCHWAB STRATEGIC TR
SOLEShares121.42K
TypeSH
Market value$3.94M
2.05%
Sole
0.00
Shared
0.00
None
121.42K
SCHWAB STRATEGIC TR
SOLEShares66.32K
TypeSH
Market value$2.54M
1.32%
Sole
0.00
Shared
0.00
None
66.32K
VANGUARD INDEX FDS
SOLEShares2.94K
TypeSH
Market value$1.76M
0.91%
Sole
0.00
Shared
0.00
None
2.94K
SCHWAB STRATEGIC TR
SOLEShares62.20K
TypeSH
Market value$1.54M
0.80%
Sole
0.00
Shared
0.00
None
62.20K
VANGUARD BD INDEX FDS
SOLEShares17.46K
TypeSH
Market value$1.35M
0.70%
Sole
0.00
Shared
0.00
None
17.46K
CATERPILLAR INC
SOLEShares1.79K
TypeSH
Market value$1.27M
0.66%
Sole
0.00
Shared
0.00
None
1.79K
VANGUARD MUN BD FDS
SOLEShares20.75K
TypeSH
Market value$1.04M
0.54%
Sole
0.00
Shared
0.00
None
20.75K
VANGUARD SCOTTSDALE FDS
SOLEShares15.39K
TypeSH
Market value$900.8K
0.47%
Sole
0.00
Shared
0.00
None
15.39K
ISHARES TR
SOLEShares7.76K
TypeSH
Market value$878.3K
0.46%
Sole
0.00
Shared
0.00
None
7.76K
ISHARES TR
SOLEShares7.32K
TypeSH
Market value$777.1K
0.40%
Sole
0.00
Shared
0.00
None
7.32K
APPLE INC
SOLEShares2.90K
TypeSH
Market value$734.6K
0.38%
Sole
0.00
Shared
0.00
None
2.90K
ISHARES TR
SOLEShares3.45K
TypeSH
Market value$728.1K
0.38%
Sole
0.00
Shared
0.00
None
3.45K
SCHWAB STRATEGIC TR
SOLEShares27.14K
TypeSH
Market value$681.3K
0.35%
Sole
0.00
Shared
0.00
None
27.14K
SCHWAB STRATEGIC TR
SOLEShares28.69K
TypeSH
Market value$666.3K
0.35%
Sole
0.00
Shared
0.00
None
28.69K
DIMENSIONAL ETF TRUST
SOLEShares16.91K
TypeSH
Market value$657.3K
0.34%
Sole
0.00
Shared
0.00
None
16.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 385.74K | SH | $28.41M 14.80% | 0.00 | 0.00 | 385.74K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 831.47K | SH | $25.36M 13.21% | 0.00 | 0.00 | 831.47K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 831.33K | SH | $24.22M 12.62% | 0.00 | 0.00 | 831.33K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 363.70K | SH | $23.31M 12.14% | 0.00 | 0.00 | 363.70K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 206.30K | SH | $19.95M 10.39% | 0.00 | 0.00 | 206.30K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 714.09K | SH | $17.33M 9.03% | 0.00 | 0.00 | 714.09K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 257.90K | SH | $12.62M 6.57% | 0.00 | 0.00 | 257.90K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 233.20K | SH | $6.78M 3.53% | 0.00 | 0.00 | 233.20K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 52.99K | SH | $4.70M 2.45% | 0.00 | 0.00 | 52.99K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 79.05K | SH | $4.27M 2.23% | 0.00 | 0.00 | 79.05K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 121.42K | SH | $3.94M 2.05% | 0.00 | 0.00 | 121.42K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 66.32K | SH | $2.54M 1.32% | 0.00 | 0.00 | 66.32K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.94K | SH | $1.76M 0.91% | 0.00 | 0.00 | 2.94K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 62.20K | SH | $1.54M 0.80% | 0.00 | 0.00 | 62.20K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 17.46K | SH | $1.35M 0.70% | 0.00 | 0.00 | 17.46K |
CATERPILLAR INCSOLE | COM | 1.79K | SH | $1.27M 0.66% | 0.00 | 0.00 | 1.79K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 20.75K | SH | $1.04M 0.54% | 0.00 | 0.00 | 20.75K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 15.39K | SH | $900.8K 0.47% | 0.00 | 0.00 | 15.39K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 7.76K | SH | $878.3K 0.46% | 0.00 | 0.00 | 7.76K |
ISHARES TRSOLE | NATIONAL MUN ETF | 7.32K | SH | $777.1K 0.40% | 0.00 | 0.00 | 7.32K |
APPLE INCSOLE | COM | 2.90K | SH | $734.6K 0.38% | 0.00 | 0.00 | 2.90K |
ISHARES TRSOLE | S&P 500 VAL ETF | 3.45K | SH | $728.1K 0.38% | 0.00 | 0.00 | 3.45K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 27.14K | SH | $681.3K 0.35% | 0.00 | 0.00 | 27.14K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 28.69K | SH | $666.3K 0.35% | 0.00 | 0.00 | 28.69K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 16.91K | SH | $657.3K 0.34% | 0.00 | 0.00 | 16.91K |
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