KRM WEALTH MANAGEMENT L.L.C.

Registered adviser

CIK

2126518

Location

RENO, NV

Portfolio Value

Small $229,128,060

Diversification

Highly concentrated

Filing Date

Global Rank

#6,107 / 8,827 ▲ 126 · as of Jun 2026

Top Industry

Farm & Heavy Construction Machinery 41.5%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 173929

Roster of Nov 1, 2026

Regulatory AUM

$264,671,254

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$264,671,254	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$198,568,398	Individuals and high net worth (94%)
Apr 2024 to Mar 2025	$169,747,735	Individuals and high net worth (95%)
May 2023 to Mar 2024	$134,856,421	Individuals and high net worth (95%)
Apr 2023	$134,856,421	Individuals and high net worth (95%)
Aug 2022 to Mar 2023	$107,236,311	Individuals and high net worth (93%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.2% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 92.7%; sector active share 85.0% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

45 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

50.6%

+0.2 pts

Top 5

90.3%

+0.1 pts

Top 10

97.4%

+0.1 pts

HHI

3,053

Highly concentrated+20

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.0%	$224,536,749	37
Industrials	1.2%	$2,686,717	4
Technology	0.6%	$1,422,795	2
Healthcare	0.1%	$245,667	1
Communication Services	0.1%	$236,132	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHO	Schwab Short-Term U.S. Treasury ETF	+88,355	869,135	$20,737,561
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+31,443	465,635	$32,664,295
SCHZ	Schwab U.S. Aggregate Bond ETF	+14,791	43,780	$967,538
SCHG	Schwab U.S. Large-Cap Growth ETF	+8,429	897,804	$32,258,097
MOAT	VanEck Morningstar Wide Moat ETF	+4,653	224,703	$23,753,354
FNDA	Schwab Strategic Trust	+2,972	137,223	$4,802,805
VNQ	VANGUARD REAL ESTATE INDEX FUND	+2,665	60,345	$5,408,722
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,332	92,428	$5,481,904
FNDE	Schwab Fundamental Emerging Markets Equity ETF	+1,189	70,319	$2,944,256
SCHV	Schwab U.S. Large-Cap Value ETF	+722	886,581	$29,532,013
CAT	Caterpillar Inc	+596	2,350	$1,905,356
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+283	21,511	$1,018,760
GOOG	Alphabet Inc.	+87	693	$236,132
SCHB	Schwab U.S. Broad Market ETF	+75	27,288	$799,811
MUB	iShares National Muni Bond ETF	+61	7,526	$760,878
IWM	iShares Russell 2000 ETF	+51	1,214	$337,358
MSFT	Microsoft Corp	+41	969	$497,000
MDT	Medtronic plc	+40	2,847	$245,667
SUB	iShares Short-Term National Muni Bond ETF	+25	3,859	$403,419
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+24	4,394	$681,948
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+19	4,640	$283,643
IVV	iShares Core S&P 500 ETF	+12	391	$299,447
IVE	iShares S&P 500 Value ETF	+8	3,470	$792,131
IVW	iShares S&P 500 Growth ETF	+7	7,779	$1,106,640
VUG	VANGUARD GROWTH INDEX FUND	+3	5,663	$510,292
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
FNDF	Schwab Fundamental International Equity ETF	−13,964	255,198	$13,716,892
VEA	Vanguard FTSE Developed Markets ETF	−5,323	396,182	$27,974,411
DFAC	Dimensional U.S. Core Equity 2 ETF	−1,923	15,033	$668,216
BIV	Vanguard Bond Index Funds	−1,817	15,737	$1,146,597
SCHF	Schwab International Equity ETF	−1,712	60,255	$1,655,204
SCHA	Schwab U.S. Small-Cap ETF	−1,690	253,865	$8,283,614
SCHH	Schwab U.S. REIT ETF	−314	10,338	$227,849
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−149	15,033	$865,299
AAPL	Apple Inc.	−68	2,780	$925,795
IWF	iShares Russell 1000 Growth ETF	−55	1,798	$225,217
VB	Vanguard Index Funds	−35	2,171	$617,627
VOO	VANGUARD 500 INDEX FUND	−7	2,965	$2,078,049
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AGG	iShares Core U.S. Aggregate Bond ETF	2,135	$201,842
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	193	$226,747
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	2,616	$203,812
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $229,128,060 total · filing declares 45 positions · $229,127,991 · as of Sep 30, 2026

All sectors Communication Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	465,635	+31,443	$32,664,295	+2.5%	14.26%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	897,804	+8,429	$32,258,097	+7.2%	14.08%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	886,581	+722	$29,532,013	−4.2%	12.89%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	396,182	-5,323	$27,974,411	−2.2%	12.21%
MOAT	VanEck Morningstar Wide Moat ETF	Added	224,703	+4,653	$23,753,354	+3.8%	10.37%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	869,135	+88,355	$20,737,561	+10.0%	9.05%
FNDF	Schwab Fundamental International Equity ETF	Reduced	255,198	-13,964	$13,716,892	−3.4%	5.99%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	253,865	-1,690	$8,283,614	−10.3%	3.62%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	92,428	+1,332	$5,481,904	+0.8%	2.39%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	60,345	+2,665	$5,408,722	−2.8%	2.36%
FNDA	Schwab Strategic Trust	Added	137,223	+2,972	$4,802,805	−6.0%	2.10%
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Added	70,319	+1,189	$2,944,256	+7.3%	1.28%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,965	-7	$2,078,049	+1.8%	0.91%
CAT	Caterpillar Inc Industrials	Added	2,350	+596	$1,905,356	+2.0%	0.83%
SCHF	Schwab International Equity ETF	Reduced	60,255	-1,712	$1,655,204	−3.6%	0.72%
BIV	Vanguard Bond Index Funds	Reduced	15,737	-1,817	$1,146,597	−14.8%	0.50%
IVW	iShares S&P 500 Growth ETF	Added	7,779	+7	$1,106,640	+3.5%	0.48%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	21,511	+283	$1,018,760	−5.1%	0.44%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	43,780	+14,791	$967,538	+44.3%	0.42%
AAPL	Apple Inc. Technology	Reduced	2,780	-68	$925,795	+12.3%	0.40%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	15,033	-149	$865,299	−2.1%	0.38%
SCHB	Schwab U.S. Broad Market ETF	Added	27,288	+75	$799,811	+1.5%	0.35%
IVE	iShares S&P 500 Value ETF	Added	3,470	+8	$792,131	+0.8%	0.35%
MUB	iShares National Muni Bond ETF	Added	7,526	+61	$760,878	−5.3%	0.33%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	4,394	+24	$681,948	−1.3%	0.30%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	15,033	-1,923	$668,216	−11.2%	0.29%
VB	Vanguard Index Funds	Reduced	2,171	-35	$617,627	−7.6%	0.27%
VUG	VANGUARD GROWTH INDEX FUND	Added	5,663	+3	$510,292	+4.7%	0.22%
MSFT	Microsoft Corp Technology	Added	969	+41	$497,000	+43.6%	0.22%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	2,436	+2	$476,847	+2.8%	0.21%
SUB	iShares Short-Term National Muni Bond ETF	Added	3,859	+25	$403,419	−1.2%	0.18%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	2,803	+3	$352,253	+5.3%	0.15%
IWM	iShares Russell 2000 ETF	Added	1,214	+51	$337,358	−3.5%	0.15%
UPS	United Parcel Service Inc Industrials	Held	3,576	0	$334,141	−13.1%	0.15%
IVV	iShares Core S&P 500 ETF	Added	391	+12	$299,447	+5.5%	0.13%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	4,640	+19	$283,643	+1.0%	0.12%
IEFA	iShares Core MSCI EAFE ETF	Held	2,710	0	$262,544	+0.3%	0.11%
GE	General Electric Co Industrials	Added	816	+1	$254,828	−16.3%	0.11%
MDT	Medtronic plc Healthcare	Added	2,847	+40	$245,667	+11.9%	0.11%
VTV	VANGUARD VALUE INDEX FUND	Added	1,108	+1	$239,416	−0.8%	0.10%
GOOG	Alphabet Inc. Communication Services	Added	693	+87	$236,132	+10.3%	0.10%
SCHH	Schwab U.S. REIT ETF	Reduced	10,338	-314	$227,849	−9.7%	0.10%
IWF	iShares Russell 1000 Growth ETF	Reduced	1,798	-55	$225,217	−2.1%	0.10%
AGG	iShares Core U.S. Aggregate Bond ETF	NEW	2,135	NEW	$201,842	NEW	0.09%
ORN	Orion Group Holdings Inc Industrials	Held	22,502	0	$192,392	−49.2%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.