KRM WEALTH MANAGEMENT L.L.C.

Q3 2026 13F-HR Holdings

Location
Reno, NV
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$229,128
Net value change ($000)
+1,850 (0.8%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SCHG 2,162 7.2%
SCHO 1,890 10.0%
MOAT 877 3.8%
BND 790 2.5%
SCHZ 297 44.3%
AGG 202 NEW
FNDE 201 7.3%
MSFT 151 43.6%
AAPL 102 12.4%
VWO 44 0.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHV -1,305 -4.2%
SCHA -949 -10.3%
VEA -633 -2.2%
FNDF -484 -3.4%
FNDA -307 -6.0%
GEV -227 -100.0%
BIV -199 -14.8%
ORN -186 -49.2%
VNQ -153 -2.8%
DFAC -84 -11.2%
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