Schrum Private Wealth Management LLC - Portfolio overview

Schrum Private Wealth Management LLC has 137 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 9.45%
2. MSFT - MICROSOFT CORP, 4.62%
3. AAPL - APPLE INC, 4.41%

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

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