KRM WEALTH MANAGEMENT L.L.C. — 13F holdings

KRM WEALTH MANAGEMENT L.L.C. reported 46 holdings worth $227M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. BND VANGUARD BD INDEX FDS — $31.9M (14.0%)
2. SCHV SCHWAB STRATEGIC TR — $30.8M (13.6%)
3. SCHG SCHWAB STRATEGIC TR — $30.1M (13.2%)
4. VEA VANGUARD TAX-MANAGED FDS — $28.6M (12.6%)
5. MOAT VANECK ETF TRUST — $22.9M (10.1%)
6. SCHO SCHWAB STRATEGIC TR — $18.8M (8.3%)
7. FNDF SCHWAB STRATEGIC TR — $14.2M (6.2%)
8. SCHA SCHWAB STRATEGIC TR — $9.23M (4.1%)
9. VNQ VANGUARD INDEX FDS — $5.56M (2.4%)
10. VWO VANGUARD INTL EQUITY INDEX F — $5.44M (2.4%)