Schrum Private Wealth Management LLC — 13F holdings

Schrum Private Wealth Management LLC reported 109 holdings worth $97.3M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $10.3M (10.6%)
  2. MSFT MICROSOFT CORP — $6.98M (7.2%)
  3. AAPL APPLE INC — $3.77M (3.9%)
  4. FXL FIRST TR EXCHANGE TRADED FD — $2.80M (2.9%)
  5. SPYM SPDR SERIES TRUST — $2.63M (2.7%)
  6. IVV ISHARES TR — $2.60M (2.7%)
  7. VOO VANGUARD INDEX FDS — $2.47M (2.5%)
  8. RSP INVESCO EXCHANGE TRADED FD T — $2.33M (2.4%)
  9. VGT VANGUARD WORLD FD — $1.90M (2.0%)
  10. ITOT ISHARES TR — $1.85M (1.9%)