KRM WEALTH MANAGEMENT L.L.C.
CIK 2126518 · Holdings on Sep 30, 2026 · First reported Nov 2, 2026
Top ten holdings
Q3 2026- BND14.26%
- SCHG14.08%
- SCHV12.89%
- VEA12.21%
- MOAT10.37%
- SCHO9.05%
- FNDF5.99%
- SCHA3.62%
- VWO2.39%
- VNQ2.36%
Share classes counted separately87.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHGWeight increased · +0.84 pp13.24% → 14.08%Shares +8.43K (+0.95%)
- SCHOWeight increased · +0.76 pp8.29% → 9.05%Shares +88.36K (+11.32%)
- SCHVWeight decreased · -0.68 pp13.57% → 12.89%Shares +722 (+0.08%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $32.66M | 14.26% | 465.63K shares | 14.02% → 14.26%+0.24 pp +31.44K (+7.24%) | Added | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $32.26M | 14.08% | 897.80K shares | 13.24% → 14.08%+0.84 pp +8.43K (+0.95%) | Added | ↗▾ |
| 03 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $29.53M | 12.89% | 886.58K shares | 13.57% → 12.89%-0.68 pp +722 (+0.08%) | Added | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $27.97M | 12.21% | 396.18K shares | 12.59% → 12.21%-0.38 pp -5.32K (-1.33%) | Reduced | ↗▾ |
| 05 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $23.75M | 10.37% | 224.70K shares | 10.07% → 10.37%+0.30 pp +4.65K (+2.11%) | Added | ↗▾ |
| 06 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $20.74M | 9.05% | 869.13K shares | 8.29% → 9.05%+0.76 pp +88.36K (+11.32%) | Added | ↗▾ |
| 07 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $13.72M | 5.99% | 255.20K shares | 6.25% → 5.99%-0.26 pp -13.96K (-5.19%) | Reduced | ↗▾ |
| 08 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $8.28M | 3.62% | 253.87K shares | 4.06% → 3.62%-0.44 pp -1.69K (-0.66%) | Reduced | ↗▾ |
| 09 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $5.48M | 2.39% | 92.43K shares | 2.39% → 2.39%+0.00 pp +1.33K (+1.46%) | Added | ↗▾ |
| 10 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $5.41M | 2.36% | 60.34K shares | 2.45% → 2.36%-0.09 pp +2.67K (+4.62%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GEV GE VERNOVA INC | Non-derivative | -193 | -$227.01K | SEC filing ↗ | SEC filing ↗ |
| BSV VANGUARD SHORT-TERM BOND ETF | Non-derivative | -2,616 | -$203.79K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2126518 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Nov 2, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 229127991
}Research all 45 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.