Q3 2026 13F · SEC CIK 1401459

Rs Crum Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $534.4M
Reported positions: 102
Top holdings a year, 3 yrs: +12.9%
Assets under management: $720.7M

Rs Crum Inc. is a wealth manager that reported 102 positions worth $534.4M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Vanguard Bd Index Fds (BSV, 18.1%), Dimensional ETF Trust (DFUS, 11.9%), Dimensional ETF Trust (DFAC, 10.7%). A portfolio copying its top holdings returned 12.9% a year over the last 3 years, against 20.4% for the S&P 500.

Rs Crum Inc. holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

Rs Crum Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BSVVanguard Bd Index Fds	18.1%	18.3%	1,266,915	+1.0%	$96.8M
DFUSDimensional ETF Trust	11.9%	11.6%	763,575	+1.3%	$63.4M
DFACDimensional ETF Trust	10.7%	10.8%	1,290,849	-0.7%	$57.4M
DFICDimensional ETF Trust	8.8%	8.5%	1,243,303	+2.3%	$46.8M
DFEMDimensional ETF Trust	5.1%	5.1%	685,692	+2.4%	$27.2M
DFUVDimensional ETF Trust	4.9%	4.9%	475,361	+0.8%	$26.1M
DFATDimensional ETF Trust	4.1%	4.3%	327,573	+0.4%	$21.8M
GLDSpdr Gold Tr	3.8%	3.6%	53,194	+2.1%	$20.3M
VBKVanguard Index Fds	3.5%	3.8%	55,925	+1.7%	$18.9M
DFGRDimensional ETF Trust	3.5%	3.7%	685,906	+1.7%	$18.6M
AMLPAlps ETF Tr	3.2%	3.2%	332,882	+0.5%	$17.3M
BCIAbrdn Etfs	2.0%	1.7%	416,722	+1.3%	$10.8M
AMZNAmazon Com Inc	2.0%	1.9%	42,974	-0.3%	$10.7M
VEAVanguard Ftse Developed Markets Index Fu	1.6%	1.6%	120,495	-0.3%	$8.5M
AAPLApple Inc	1.3%	1.2%	21,449	-0.2%	$7.1M
DFAXDimensional ETF Trust	1.2%	1.2%	170,252	-2.5%	$6.3M
CATCaterpillar Inc	0.7%	0.9%	4,589	+0.0%	$3.7M
BIVVanguard Bd Index Fds	0.6%	0.7%	45,920	-0.6%	$3.3M
VUGVanguard Index Fds	0.6%	0.6%	34,695	-1.7%	$3.1M
DFASDimensional ETF Trust	0.6%	0.6%	38,777	-0.3%	$3.0M
MSFTMicrosoft Corp	0.5%	0.4%	5,540	-4.2%	$2.8M
EMREmerson Elec Co	0.5%	0.5%	17,665	-0.6%	$2.7M
REETIshares Tr	0.5%	0.5%	103,755	+0.0%	$2.7M
EPDEnterprise Prods Partners L	0.5%	0.5%	68,553	+0.0%	$2.4M
VTIVanguard Index Fds	0.5%	0.5%	6,518	-1.0%	$2.4M
VWOVanguard Intl Equity Index F	0.4%	0.4%	35,135	-0.3%	$2.1M
MUMicron Technology Inc	0.4%	0.5%	1,885	-10.7%	$2.0M
IBBIshares Tr	0.4%	0.3%	9,186	+0.8%	$1.9M
VEUVanguard Intl Equity Index F	0.4%	0.4%	23,195	-5.1%	$1.9M
VTVVanguard Index Fds	0.3%	0.3%	8,025	+0.0%	$1.7M
OKEOneok Inc New	0.3%	—	19,321	—	$1.6M
VGSHVanguard Scottsdale Fds	0.3%	0.3%	27,944	+0.0%	$1.6M
DISDisney Walt Co	0.3%	0.3%	14,673	-1.0%	$1.5M
NVDANvidia Corporation	0.3%	0.2%	6,344	+2.4%	$1.4M
CSCOCisco Sys Inc	0.3%	0.3%	13,133	+0.0%	$1.4M
AMDAdvanced Micro Devices Inc	0.2%	0.2%	2,050	+0.0%	$1.3M
JNJJohnson & Johnson	0.2%	0.2%	4,701	+0.0%	$1.2M
AMGNAmgen Inc	0.2%	0.2%	2,301	+0.0%	$970K
VBRVanguard Index Fds	0.2%	0.2%	4,113	+0.0%	$950K
XOMExxonmobil Holdings Corp	0.2%	—	5,770	—	$939K
QCOMQualcomm Inc	0.2%	0.2%	4,930	+0.0%	$907K
CNICanadian Natl Ry Co	0.2%	0.2%	7,490	+0.0%	$891K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	1,132	+0.1%	$863K
SOSouthern Co	0.2%	0.2%	10,415	+0.0%	$863K
CVXChevron Corporation	0.2%	—	4,141	—	$846K
METAMeta Platforms Inc	0.2%	—	1,115	—	$809K
GOOGLAlphabet Inc	0.1%	0.2%	2,301	-6.7%	$792K
DFAWDimensional ETF Trust	0.1%	0.1%	9,406	+0.9%	$774K
SPGSimon Ppty Group Inc New	0.1%	0.2%	3,726	+0.0%	$748K
RTXRtx Corporation	0.1%	0.1%	3,803	+0.0%	$706K

What Rs Crum Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

MU Micron Technology Inc-10.7% shares
GOOGL Alphabet Inc-6.7% shares
VEU Vanguard Intl Equity Index F-5.1% shares

Left the top 50

OKE Oneok Inc Newwas 0.3%
XOM Exxon Mobil Corpwas 0.1%
CMCSA Comcast Corp Newwas 0.1%
CINF Cincinnati Finl Corporationwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.5% /yr; S&P 500 +20.1%
3 years: +12.9% /yr; S&P 500 +20.4%
5 years: +9.4% /yr; S&P 500 +15.7%

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
Q3 2026	$534.4M	102
Q2 2026	$533.4M	103
Q1 2026	$516.9M	102
Q4 2025	$500.5M	97
Q3 2025	$449.9M	99
Q2 2025	$417.1M	91
Q1 2025	$371.4M	88
Q4 2024	$405.1M	91
Q3 2024	$426.8M	94
Q2 2024	$381.6M	95
Q1 2024	$366.7M	81
Q4 2023	$324.0M	81

Questions about Rs Crum Inc.'s portfolio

What stocks does Rs Crum Inc. own?

Rs Crum Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 102 positions worth $534.4M. The largest are Vanguard Bd Index Fds (BSV) at 18.1%, Dimensional ETF Trust (DFUS) at 11.9%, Dimensional ETF Trust (DFAC) at 10.7%, Dimensional ETF Trust (DFIC) at 8.8% and Dimensional ETF Trust (DFEM) at 5.1%.

What did Rs Crum Inc. buy last quarter?

Rs Crum Inc. opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Rs Crum Inc. sell last quarter?

In Q3 2026, Rs Crum Inc. cut from its top 50 Oneok Inc New (OKE), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Comcast Corp New (CMCSA), cut from its top 50 Cincinnati Finl Corporation (CINF), Micron Technology Inc (MU) (-10.7% shares), Alphabet Inc (GOOGL) (-6.7% shares) and Vanguard Intl Equity Index F (VEU) (-5.1% shares), compared with its Q2 2026 filing.

How has Rs Crum Inc.'s portfolio performed?

A portfolio copying Rs Crum Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.5% against +20.1%. Over 5 years: +9.4% a year against +15.7%.

When is Rs Crum Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Rs Crum Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Rs Crum Inc. manage?

Rs Crum Inc. reported $720.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $534.4M.