KRM WEALTH MANAGEMENT L.L.C.

Q1 2026 13F-HR Holdings

Location
Reno, NV
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$191,948
Net value change ($000)
+9,583 (5.3%)
New positions
4
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 3,041 12.0%
SCHO 2,100 13.8%
VEA 1,923 9.0%
SCHV 1,573 6.6%
FNDF 1,013 8.7%
SCHA 535 8.6%
VWO 525 14.0%
FNDA 279 7.6%
ORN 245 NEW
CAT 245 23.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -1,623 -6.3%
MOAT -772 -3.7%
MSFT -101 -22.8%
IVW -77 -8.1%
VOO -65 -3.6%
DFAC -60 -8.4%
SCHB -30 -4.2%
MDT -28 -10.3%
VYM -27 -4.0%
XLK -26 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type