KRM WEALTH MANAGEMENT L.L.C.
All 13F Filings
- Location
- Reno, NV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 191,948
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 43 | 191,948 | 13F-HR | KRM WEALTH MANAGEMENT L.L.C. |
| Q4 2025 | 4/7/2026 | 40 | 182,365 | 13F-HR | KRM WEALTH MANAGEMENT L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.275 K | 1.7% | 579 | 0 | 579 |
| ETFs | 188.7 K | 98.3% | 9.228 K | 0 | 9.228 K |
| Debt | 0 | 0.0% | 0 | 220 | -220 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
191,948
Holdings
43
QoQ value change ($000)
9,583
(5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.