Q2 2026 13F · SEC CIK 2126518

Krm Wealth Management L.l.c.

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $227.3M
Reported positions: 46
Holdings vs S&P 500, 3 yrs: —
Assets under management: $264.7M

Krm Wealth Management L.l.c. is a wealth manager that reported 46 positions worth $227.3M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Bd Index Fds (BND, 14.0%), Schwab Strategic Tr (SCHV, 13.6%), Schwab Strategic Tr (SCHG, 13.2%).

Krm Wealth Management L.l.c. holdings all 46 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Krm Wealth Management L.l.c. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BNDVanguard Bd Index Fds	14.0%	14.8%	434,192	+12.6%	$31.9M
SCHVSchwab Strategic Tr	13.6%	13.2%	885,859	+6.5%	$30.8M
SCHGSchwab Strategic Tr	13.2%	12.6%	889,375	+7.0%	$30.1M
VEAVanguard Ftse Developed Markets Index Fu	12.6%	12.1%	401,505	+10.4%	$28.6M
MOATVaneck Morningstar Wide Moat ETF	10.1%	10.4%	220,050	+6.7%	$22.9M
SCHOSchwab Strategic Tr	8.3%	9.0%	780,780	+9.3%	$18.8M
FNDFSchwab Strategic Tr	6.2%	6.6%	269,162	+4.4%	$14.2M
SCHASchwab Strategic Tr	4.1%	3.5%	255,555	+9.6%	$9.2M
VNQVanguard Index Fds	2.4%	2.4%	57,680	+8.9%	$5.6M
VWOVanguard Intl Equity Index F	2.4%	2.2%	91,096	+15.2%	$5.4M
FNDASchwab Strategic Tr	2.2%	2.1%	134,251	+10.6%	$5.1M
FNDESchwab Strategic Tr	1.2%	1.3%	69,130	+4.2%	$2.7M
VOOVanguard Index Fds	0.9%	0.9%	2,972	+1.2%	$2.0M
CATCaterpillar Inc	0.8%	0.7%	1,754	-2.1%	$1.9M
SCHFSchwab Strategic Tr	0.8%	0.8%	61,967	-0.4%	$1.7M
BIVVanguard Bd Index Fds	0.6%	0.7%	17,554	+0.6%	$1.3M
VTEBVanguard Mun Bd Fds	0.5%	0.5%	21,228	+2.3%	$1.1M
IVWIshares Tr	0.5%	0.5%	7,772	+0.1%	$1.1M
VGSHVanguard Scottsdale Fds	0.4%	0.5%	15,182	-1.3%	$884K
AAPLApple Inc	0.4%	0.4%	2,848	-1.6%	$824K
MUBIshares Tr	0.4%	0.4%	7,465	+2.0%	$803K
SCHBSchwab Strategic Tr	0.3%	0.4%	27,213	+0.3%	$788K
IVEIshares Tr	0.3%	0.4%	3,462	+0.4%	$786K
DFACDimensional ETF Trust	0.3%	0.3%	16,956	+0.2%	$752K
VYMVanguard Whitehall Fds	0.3%	0.3%	4,370	-0.3%	$691K
SCHZSchwab Strategic Tr	0.3%	0.3%	28,989	+1.0%	$671K
VBVanguard Index Fds	0.3%	0.3%	2,206	-1.7%	$669K
VUGVanguard Index Fds	0.2%	0.2%	5,660	+485.9%	$488K
XLKSelect Sector Spdr Tr	0.2%	0.2%	2,434	-0.4%	$464K
SUBIshares Tr	0.2%	0.2%	3,834	+0.6%	$408K
UPSUnited Parcel Svcs Inc	0.2%	New	3,576	—	$384K
ORNOrion Marine Group Inc Com	0.2%	0.1%	22,502	+0.0%	$378K
IWMIshares Tr	0.2%	0.1%	1,163	+0.3%	$349K
MSFTMicrosoft Corp	0.2%	0.2%	928	+0.5%	$346K
VGTVanguard World Fd	0.1%	0.1%	2,800	+700.0%	$335K
GEGe Aerospace	0.1%	0.1%	815	+0.1%	$305K
IVVIshares Tr	0.1%	0.1%	379	+18.8%	$284K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.1%	0.1%	4,621	-0.5%	$281K
IEFAIshares Tr	0.1%	0.1%	2,710	+1.6%	$262K
SCHHSchwab Strategic Tr	0.1%	0.1%	10,652	+0.6%	$252K
VTVVanguard Index Fds	0.1%	0.1%	1,107	+0.0%	$241K
IWFIshares Tr	0.1%	0.1%	1,853	+272.1%	$230K
GEVGe Vernova Inc	0.1%	New	193	—	$227K
MDTMedtronic PLC	0.1%	0.1%	2,807	-0.2%	$220K
GOOGAlphabet Inc	0.1%	New	606	—	$214K
BSVVanguard Bd Index Fds	0.1%	New	2,616	—	$204K

What Krm Wealth Management L.l.c. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

VGT Vanguard World Fd+700.0% shares
VUG Vanguard Index Fds+485.9% shares
IWF Ishares Tr+272.1% shares
IVV Ishares Tr+18.8% shares
VWO Vanguard Intl Equity Index F+15.2% shares
BND Vanguard Bd Index Fds+12.6% shares
FNDA Schwab Strategic Tr+10.6% shares
VEA Vanguard Ftse Developed Markets Index Fu+10.4% shares

Reduced

No position shrank by more than 5%.

Sold out

XOM Exxon Mobil Corpwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$227.3M	46
Q1 2026	$191.9M	43
Q4 2025	$182.4M	40

Questions about Krm Wealth Management L.l.c.'s portfolio

What stocks does Krm Wealth Management L.l.c. own?

Krm Wealth Management L.l.c.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 46 positions worth $227.3M. The largest are Vanguard Bd Index Fds (BND) at 14.0%, Schwab Strategic Tr (SCHV) at 13.6%, Schwab Strategic Tr (SCHG) at 13.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 12.6% and Vaneck Morningstar Wide Moat ETF (MOAT) at 10.1%.

What did Krm Wealth Management L.l.c. buy last quarter?

In Q2 2026, Krm Wealth Management L.l.c. added a new position in United Parcel Svcs Inc (UPS), a new position in Ge Vernova Inc (GEV), a new position in Alphabet Inc (GOOG), a new position in Vanguard Bd Index Fds (BSV), Vanguard World Fd (VGT) (+700.0% shares), Vanguard Index Fds (VUG) (+485.9% shares) and Ishares Tr (IWF) (+272.1% shares), compared with its Q1 2026 filing.

What did Krm Wealth Management L.l.c. sell last quarter?

In Q2 2026, Krm Wealth Management L.l.c. sold all of Exxon Mobil Corp (XOM), compared with its Q1 2026 filing.

When is Krm Wealth Management L.l.c.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Krm Wealth Management L.l.c.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Krm Wealth Management L.l.c. manage?

Krm Wealth Management L.l.c. reported $264.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $227.3M.