2026 Q1 Portfolio Activity
In 2026 Q1, KRM WEALTH MANAGEMENT L.L.C. maintained a portfolio of 40 distinct positions.
Position History
hover any row below to update
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Total Positions
40
Quarter
2026 Q1
Top Holding
SCHG (14.2%)
Top 10 Concentration
86.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-40 of 40
KRM WEALTH MANAGEMENT L.L.C. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHG
SCHWAB STRATEGI...
|
ETF | 14.17% | — |
#1
Prev: #—
|
9.5 |
—
|
792,149 | — |
NEW
|
792,149 | $25,839,886 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
BND
VANGUARD BD IND...
|
ETF | 13.91% | — |
#2
Prev: #—
|
9.0 |
—
|
342,452 | — |
NEW
|
342,452 | $25,365,437 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 13.04% | — |
#3
Prev: #—
|
8.5 |
—
|
803,337 | — |
NEW
|
803,337 | $23,786,820 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 11.73% | — |
#4
Prev: #—
|
8.0 |
—
|
342,284 | — |
NEW
|
342,284 | $21,382,501 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 11.36% | — |
#5
Prev: #—
|
8.0 |
—
|
200,093 | — |
NEW
|
200,093 | $20,721,639 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 8.35% | — |
#6
Prev: #—
|
6.8 |
—
|
624,993 | — |
NEW
|
624,993 | $15,231,070 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 6.36% | — |
#7
Prev: #—
|
6.0 |
—
|
256,713 | — |
NEW
|
256,713 | $11,606,015 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 3.43% | — |
#8
Prev: #—
|
4.9 |
—
|
219,354 | — |
NEW
|
219,354 | $6,247,205 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.46% | — |
#9
Prev: #—
|
4.5 |
—
|
50,776 | — |
NEW
|
50,776 | $4,493,207 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.05% | — |
#10
Prev: #—
|
4.3 |
—
|
69,699 | — |
NEW
|
69,699 | $3,747,004 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
FNDA
SCHWAB STRATEGI...
|
Bond/Debt | 2.01% | — |
#11
Prev: #—
|
4.3 |
—
|
116,137 | — |
NEW
|
116,137 | $3,659,486 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
FNDE
SCHWAB STRATEGI...
|
Bond/Debt | 1.32% | — |
#12
Prev: #—
|
4.0 |
—
|
66,707 | — |
NEW
|
66,707 | $2,405,468 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.00% | — |
#13
Prev: #—
|
3.9 |
—
|
2,902 | — |
NEW
|
2,902 | $1,820,066 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.82% | — |
#14
Prev: #—
|
3.8 |
—
|
62,036 | — |
NEW
|
62,036 | $1,491,342 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.75% | — |
#15
Prev: #—
|
3.8 |
—
|
17,520 | — |
NEW
|
17,520 | $1,364,430 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.57% | — |
#16
Prev: #—
|
3.7 |
—
|
20,499 | — |
NEW
|
20,499 | $1,030,909 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.56% | — |
#17
Prev: #—
|
3.7 |
—
|
1,787 | — |
NEW
|
1,787 | $1,023,692 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
IVW
ISHARES TR
|
Warrant | 0.52% | — |
#18
Prev: #—
|
3.7 |
—
|
7,748 | — |
NEW
|
7,748 | $955,050 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.50% | — |
#19
Prev: #—
|
3.7 |
—
|
15,525 | — |
NEW
|
15,525 | $911,775 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MUB
ISHARES TR
|
ETF | 0.43% | — |
#20
Prev: #—
|
3.7 |
—
|
7,282 | — |
NEW
|
7,282 | $779,970 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
IVE
ISHARES TR
|
ETF | 0.40% | — |
#21
Prev: #—
|
3.7 |
—
|
3,480 | — |
NEW
|
3,480 | $738,054 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.39% | — |
#22
Prev: #—
|
3.7 |
—
|
18,122 | — |
NEW
|
18,122 | $717,438 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.39% | — |
#23
Prev: #—
|
3.7 |
—
|
27,091 | — |
NEW
|
27,091 | $710,586 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
AAPL
APPLE INC
|
Technology | 0.39% | — |
#24
Prev: #—
|
3.7 |
—
|
2,601 | — |
NEW
|
2,601 | $706,977 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.37% | — |
#25
Prev: #—
|
3.6 |
—
|
4,710 | — |
NEW
|
4,710 | $675,909 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.37% | — |
#26
Prev: #—
|
3.6 |
—
|
28,495 | — |
NEW
|
28,495 | $665,932 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.32% | — |
#27
Prev: #—
|
3.6 |
—
|
2,237 | — |
NEW
|
2,237 | $576,996 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.24% | — |
#28
Prev: #—
|
3.6 |
—
|
917 | — |
NEW
|
917 | $443,353 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SUB
ISHARES TR
|
ETF | 0.22% | — |
#29
Prev: #—
|
3.6 |
—
|
3,794 | — |
NEW
|
3,794 | $404,822 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.19% | — |
#30
Prev: #—
|
3.6 |
—
|
2,440 | — |
NEW
|
2,440 | $351,236 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.16% | — |
#31
Prev: #—
|
3.6 |
—
|
615 | — |
NEW
|
615 | $299,849 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
IWM
ISHARES TR
|
ETF | 0.16% | — |
#32
Prev: #—
|
3.6 |
—
|
1,158 | — |
NEW
|
1,158 | $285,023 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.15% | — |
#33
Prev: #—
|
3.6 |
—
|
2,836 | — |
NEW
|
2,836 | $272,426 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.14% | — |
#34
Prev: #—
|
3.6 |
—
|
349 | — |
NEW
|
349 | $263,334 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.14% | — |
#35
Prev: #—
|
3.6 |
—
|
4,625 | — |
NEW
|
4,625 | $262,758 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.14% | — |
#36
Prev: #—
|
3.6 |
—
|
813 | — |
NEW
|
813 | $250,421 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
IEFA
ISHARES TR
|
ETF | 0.13% | — |
#37
Prev: #—
|
3.6 |
—
|
2,632 | — |
NEW
|
2,632 | $235,430 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.12% | — |
#38
Prev: #—
|
3.5 |
—
|
2,790 | — |
NEW
|
2,790 | $219,896 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 0.12% | — |
#39
Prev: #—
|
3.5 |
—
|
10,470 | — |
NEW
|
10,470 | $218,713 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 | |||
|
IWF
ISHARES TR
|
ETF | 0.11% | — |
#40
Prev: #—
|
3.5 |
—
|
429 | — |
NEW
|
429 | $203,250 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-07 |
Showing 1-40 of 40 holdings