KRM Wealth Management L.L.C. ETF holdings
Reno, NV
Reported $222.5M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$222.5M
ETFs held
37
Change from prior quarter
+17.9%
With price moves
ETFs as a share of its 13F
97.9%
of $227.3M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BND | Vanguard Total Bond Market ETF | $31.9M | 434,192 | +48,455 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $30.8M | 885,859 | +54,392 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $30.1M | 889,375 | +58,043 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $28.6M | 401,505 | +37,805 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $22.9M | 220,050 | +13,746 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $18.8M | 780,780 | +66,692 shares |
| FNDF | Schwab Fundamental International Equity ETF | $14.2M | 269,162 | +11,262 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $9.2M | 255,555 | +22,351 shares |
| VNQ | Vanguard Real Estate ETF | $5.6M | 57,680 | +4,690 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $5.4M | 91,096 | +12,049 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002126518. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does KRM Wealth Management L.L.C. own?
KRM Wealth Management L.L.C. reported 37 ETF positions worth $222.5M in its Form 13F for June 30, 2026. The largest was BND, at $31.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.