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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
SCHG icon
1
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$25.8M 14.17%
+792,149
New +$25.8M
BND icon
2
Vanguard Total Bond Market
BND
$157B
$25.4M 13.91%
+342,452
New +$25.5M
SCHV
3
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$23.8M 13.04%
+803,337
New +$23.5M
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$226B
$21.4M 11.73%
+342,284
New +$21M
MOAT icon
5
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$20.7M 11.36%
+200,093
New +$20.4M
SCHO icon
6
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$15.2M 8.35%
+624,993
New +$15.2M
FNDF icon
7
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$11.6M 6.36%
+256,713
New +$11.4M
SCHA icon
8
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$6.25M 3.43%
+219,354
New +$6.19M
VNQ icon
9
Vanguard Real Estate ETF
VNQ
$39.9B
$4.49M 2.46%
+50,776
New +$4.56M
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.75M 2.05%
+69,699
New +$3.79M
FNDA icon
11
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$3.66M 2.01%
+116,137
New +$3.62M
FNDE icon
12
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$2.41M 1.32%
+66,707
New +$2.43M
VOO icon
13
Vanguard S&P 500 ETF
VOO
$968B
$1.82M 1%
+2,902
New +$1.8M
SCHF icon
14
Schwab International Equity ETF
SCHF
$65.6B
$1.49M 0.82%
+62,036
New +$1.47M
BIV icon
15
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.36M 0.75%
+17,520
New +$1.37M
VTEB icon
16
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.03M 0.57%
+20,499
New +$1.03M
CAT icon
17
Caterpillar
CAT
$409B
$1.02M 0.56%
+1,787
New +$993K
IVW icon
18
iShares S&P 500 Growth ETF
IVW
$72.5B
$955K 0.52%
+7,748
New +$948K
VGSH icon
19
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$912K 0.5%
+15,525
New +$913K
MUB icon
20
iShares National Muni Bond ETF
MUB
$45.1B
$780K 0.43%
+7,282
New +$780K
IVE icon
21
iShares S&P 500 Value ETF
IVE
$48.9B
$738K 0.4%
+3,480
New +$729K
DFAC icon
22
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$717K 0.39%
+18,122
New +$707K
SCHB icon
23
Schwab US Broad Market ETF
SCHB
$42.8B
$711K 0.39%
+27,091
New +$705K
AAPL icon
24
Apple
AAPL
$4.89T
$707K 0.39%
+2,601
New +$698K
VYM icon
25
Vanguard High Dividend Yield ETF
VYM
$81.1B
$676K 0.37%
+4,710
New +$670K
1
2

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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.