We are live on ! Find out more
KWM

KRM Wealth Management Portfolio holdings

AUM $227M
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 Miscellaneous 98.52%
2 Industrials 0.7%
3 Technology 0.63%
4 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
$10.6B
$666K 0.37%
+28,495
New +$669K
VB icon
27
Vanguard Morningstar Small-Cap ETF
VB
$79.2B
$577K 0.32%
+2,237
New +$573K
MSFT icon
28
Microsoft
MSFT
$3.69T
$443K 0.24%
+917
New +$460K
SUB icon
29
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$405K 0.22%
+3,794
New +$404K
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$123B
$351K 0.19%
+2,440
New +$352K
VUG icon
31
Vanguard Morningstar Growth ETF
VUG
$227B
$300K 0.16%
+3,690
New +$299K
IWM icon
32
iShares Russell 2000 ETF
IWM
$78.7B
$285K 0.16%
+1,158
New +$285K
MDT icon
33
Medtronic
MDT
$116B
$272K 0.15%
+2,836
New +$275K
VGT icon
34
Vanguard Information Technology ETF
VGT
$149B
$263K 0.14%
+2,792
New +$265K
SPYV icon
35
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$263K 0.14%
+4,625
New +$260K
GE icon
36
GE Aerospace
GE
$336B
$250K 0.14%
+813
New +$245K
IEFA icon
37
iShares Core MSCI EAFE ETF
IEFA
$194B
$235K 0.13%
+2,632
New +$233K
BSV icon
38
Vanguard Short-Term Bond ETF
BSV
$46.2B
$220K 0.12%
+2,790
New +$220K
SCHH icon
39
Schwab US REIT ETF
SCHH
$11.1B
$219K 0.12%
+10,470
New +$222K
IWF icon
40
iShares Russell 1000 Growth ETF
IWF
$125B
$203K 0.11%
+1,716
New +$203K
1
2

Similar funds

SIAG
Signet Investment Advisory Group Providence, Rhode Island $227M AUM 19.6% 1-Year Est. Return
NLWP
Next Level Wealth Planning Meridian, Idaho $227M AUM 27.86% 1-Year Est. Return
TVWM
Tower View Wealth Management Shorewood, Wisconsin $227M AUM 41.04% 1-Year Est. Return
BCM
Beartown Capital Management Huntington Woods, Michigan $227M AUM
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
WWA
Wingate Wealth Advisors Lexington, Massachusetts $227M AUM 18.87% 1-Year Est. Return
TA
TFB Advisors Overland Park, Kansas $227M AUM 26.47% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

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 Miscellaneous at 99% of assets, followed by Industrials and Technology.

  • 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.