KRM WEALTH MANAGEMENT L.L.C. - Portfolio overview

KRM WEALTH MANAGEMENT L.L.C. has 43 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 14.80%
2. SCHV - SCHWAB STRATEGIC TR, 13.21%
3. SCHG - SCHWAB STRATEGIC TR, 12.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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