KRM WEALTH MANAGEMENT L.L.C.
KRM WEALTH MANAGEMENT L.L.C. reported 46 positions worth $227.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: BND (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $31.9M | 14.02% | 434,192 | — | — | |
| ▸ 2 | SCHV | SH | $30.8M | 13.57% | 885,859 | — | — | |
| ▸ 3 | SCHG | SH | $30.1M | 13.24% | 889,375 | — | — | |
| ▸ 4 | VEA | SH | $28.6M | 12.59% | 401,505 | — | — | |
| ▸ 5 | MOAT | SH | $22.9M | 10.06% | 220,050 | — | — | |
| ▸ 6 | SCHO | SH | $18.8M | 8.29% | 780,780 | — | — | |
| ▸ 7 | FNDF | SH | $14.2M | 6.25% | 269,162 | — | — | |
| ▸ 8 | SCHA | SH | $9.2M | 4.06% | 255,555 | — | — | |
| ▸ 9 | VNQ | SH | $5.6M | 2.45% | 57,680 | — | — | |
| ▸ 10 | VWO | SH | $5.4M | 2.39% | 91,096 | — | — |
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Frequently Asked Questions
What stocks does KRM WEALTH MANAGEMENT L.L.C. hold as of Q2 2026?
KRM WEALTH MANAGEMENT L.L.C. reported 46 positions worth $227.3M in its Q2 2026 13F filing. Largest positions: BND (14.0%), SCHV (13.6%), SCHG (13.2%), VEA (12.6%) and MOAT (10.1%).
What did KRM WEALTH MANAGEMENT L.L.C. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KRM WEALTH MANAGEMENT L.L.C. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.