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Livermore
Livermore
ZHEN

KRM Wealth Management L.L.C.

SEC CIK
0002126518
Latest filing
Aug 7, 2026

The latest 13F from KRM Wealth Management L.L.C. covers Q2 2026 (filed Aug 7, 2026): 46 long positions worth $227.3M. The top 10 holdings make up 86.9% of the portfolio, and the largest is Vanguard Total Bond Market ETF at 14.0%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$1.03M
Added
28
Est. +$16.5M
Reduced
11
Est. −$117.7K
Sold out
1
Est. −$209.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Total Bond Market ETF921937835
    14.0%$31.9M
  2. Schwab U.S. Large-Cap Value ETF808524409
    13.6%$30.8M
  3. Schwab U.S. Large-Cap Growth ETF808524300
    13.2%$30.1M
  4. Vanguard Ftse Developed Markets ETF921943858
    12.6%$28.6M
  5. VanEck Morningstar Wide Moat ETF92189F643
    10.1%$22.9M

Share of portfolio

Top 5 holdings and the other 41 positions, by share of portfolio value

  1. Vanguard Total Bond Market ETF14.0%
  2. Schwab U.S. Large-Cap Value ETF13.6%
  3. Schwab U.S. Large-Cap Growth ETF13.2%
  4. Vanguard Ftse Developed Markets ETF12.6%
  5. VanEck Morningstar Wide Moat ETF10.1%
  6. Other 41 positions36.5%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Total Bond Market ETF921937835
    +$3.56MAdded
  2. Vanguard Ftse Developed Markets ETF921943858
    +$2.69MAdded
  3. Schwab U.S. Large-Cap Growth ETF808524300
    +$1.96MAdded
  4. Schwab U.S. Large-Cap Value ETF808524409
    +$1.89MAdded
  5. Schwab Strategic Tr808524862
    +$1.61MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Schwab U.S. Large-Cap Growth ETF808524300
    +0.63 pp12.6% → 13.2%
  2. Schwab U.S. Small-Cap ETF808524607
    +0.53 pp3.5% → 4.1%
  3. Vanguard Ftse Developed Markets ETF921943858
    +0.45 pp12.1% → 12.6%
  4. Schwab U.S. Large-Cap Value ETF808524409
    +0.36 pp13.2% → 13.6%
  5. Schwab Fundamental U.S. Small Company ETF808524763
    +0.20 pp2.1% → 2.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$209.4KSold outHistory
  2. CATCaterpillar Inc
    −$39.4KReducedHistory
  3. iShares Russell 1000 Growth ETF464287614
    −$17.3KReducedConverted for a 4-for-1 split
  4. AAPLApple Inc.
    −$13.6KReducedHistory
  5. Vanguard Scottsdale FDS92206C102
    −$12.0KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.11 pp0.1% → 0.0%History
  2. Vanguard Scottsdale FDS92206C102
    −0.08 pp0.5% → 0.4%
  3. Schwab International Equity ETF808524805
    −0.05 pp0.8% → 0.8%
  4. Vanguard High Dividend Yield Index ETF921946406
    −0.03 pp0.3% → 0.3%
  5. MDTMedtronic plc
    −0.03 pp0.1% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$227.3M
+$35.3M (+18.4%) vs. prior quarter
Positions
46
+3 vs. prior quarter
Top 10 concentration
86.9%
Top 10 as share of value
Turnover
0.2%
Q2 2026, one quarter
Average holding period
3.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $227.3M (Q2 2026)

Q4 2025: $182.4MQ1 2026: $191.9MQ2 2026: $227.3M
Q4 2025Q2 2026
13F filings of KRM Wealth Management L.L.C. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 202646$227.3MVanguard Total Bond Market ETFSchwab U.S. Large-Cap Value ETFSchwab U.S. Large-Cap Growth ETFvs. Q1 2026SEC
Q1 2026Apr 23, 202643$191.9MVanguard Total Bond Market ETFSchwab U.S. Large-Cap Value ETFSchwab U.S. Large-Cap Growth ETFvs. Q4 2025SEC
Q4 2025Apr 7, 202640$182.4MSchwab U.S. Large-Cap Growth ETFVanguard Total Bond Market ETFSchwab U.S. Large-Cap Value ETF–SEC