KRM Wealth Management L.L.C. filed its Form 13F-HR with the Securities and Exchange Commission on October 30, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists Kyle McCann, the Managing Member and Chief Compliance Officer, as the authorized signatory for the Reno, Nevada-based firm.
The report details a portfolio consisting of 45 individual equity securities. The largest position in the portfolio is Alphabet Inc., Class C Capital Stock, with 693 shares. Microsoft Corporation is the second-largest holding, with 969 shares. Other notable individual stock holdings include United Parcel Services Inc. Class B with 3,576 shares and Caterpillar Inc. with 2,350 shares.
The majority of the portfolio is allocated to exchange-traded funds (ETFs). The top ETF holding is the Vanguard Total Bond Market Index Fund, which comprises 465,635 shares. Other significant ETF positions include the Schwab Strategic Trust US Large Cap Growth ETF (897,804 shares) and the Schwab Strategic Trust US Large Cap Value ETF (886,581 shares). The filing also lists substantial positions in various other ETFs, including funds focused on international equities, real estate, and fixed income.
