KRM WEALTH MANAGEMENT L.L.C.
All 13F Filings
- Location
- Reno, NV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 227,278
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 46 | 227,278 | 13F-HR | KRM WEALTH MANAGEMENT L.L.C. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.766 K | 2.1% | 1.491 K | 0 | 1.491 K |
| ETFs | 222.3 K | 97.8% | 33.63 K | 0 | 33.63 K |
| Debt | 204 | 0.1% | 204 | 0 | 204 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
227,278
Holdings
46
QoQ value change ($000)
35,330
(18.4%)
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.