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KWM

KRM Wealth Management Portfolio holdings

AUM $192M
This Fund
S&P 500
This Quarter Est. Return
+2.06%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$182M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow %
99.32%
Top 10 Hldgs %
86.87%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$25.8M
2
BND icon
Vanguard Total Bond Market
BND
+$25.5M
3
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$23.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$20.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 0.7%
2 Technology 0.63%
3 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHZ icon
26
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$666K 0.37%
+28,495
New +$669K
VB icon
27
Vanguard Small-Cap ETF
VB
$79.9B
$577K 0.32%
+2,237
New +$573K
MSFT icon
28
Microsoft
MSFT
$2.89T
$443K 0.24%
+917
New +$460K
SUB icon
29
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$405K 0.22%
+3,794
New +$404K
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$114B
$351K 0.19%
+2,440
New +$352K
VUG icon
31
Vanguard Growth ETF
VUG
$216B
$300K 0.16%
+3,690
New +$299K
IWM icon
32
iShares Russell 2000 ETF
IWM
$80.3B
$285K 0.16%
+1,158
New +$285K
MDT icon
33
Medtronic
MDT
$108B
$272K 0.15%
+2,836
New +$275K
VGT icon
34
Vanguard Information Technology ETF
VGT
$138B
$263K 0.14%
+2,792
New +$265K
SPYV icon
35
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$263K 0.14%
+4,625
New +$260K
GE icon
36
GE Aerospace
GE
$375B
$250K 0.14%
+813
New +$245K
IEFA icon
37
iShares Core MSCI EAFE ETF
IEFA
$188B
$235K 0.13%
+2,632
New +$233K
BSV icon
38
Vanguard Short-Term Bond ETF
BSV
$44.6B
$220K 0.12%
+2,790
New +$220K
SCHH icon
39
Schwab US REIT ETF
SCHH
$11.7B
$219K 0.12%
+10,470
New +$222K
IWF icon
40
iShares Russell 1000 Growth ETF
IWF
$120B
$203K 0.11%
+1,716
New +$203K
1
2

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Sharp Capital Gestora de Recursos Rio De Janeiro, Brazil $192M AUM 42.07% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
KC
Kintayl Capital New York $192M AUM 40.39% 1-Year Est. Return
CVSC
C.V. Starr & Co New York $192M AUM 35.69% 1-Year Est. Return
WIA
Westview Investment Advisors Burlington, Vermont $192M AUM
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $192M AUM
AGA
Arch Global Advisors New York $192M AUM

KRM Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for KRM Wealth Management, which disclosed 40 positions worth $182M. Its ten largest holdings account for 87% of the portfolio.

Its largest position is Schwab US Large-Cap Growth ETF: 792,149 shares worth $25.8M.

By sector, the portfolio is most concentrated in Industrials at 0.7% of assets, followed by Technology and Healthcare.

  • KRM Wealth Management's largest Q4 2025 buy was Schwab US Large-Cap Growth ETF: 792,149 shares worth $25.8M.
  • KRM Wealth Management's ten largest holdings make up 87% of its $182M portfolio in Q4 2025.
  • KRM Wealth Management disclosed 40 positions in Q4 2025, its first 13F filing on record.

Based on KRM Wealth Management's 13F filing for Q4 2025, filed 7 Apr 2026.