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Portfolio (Quarterly) Guide ↗

Schrum Private Wealth Management LLC

· CIK 0001914987
13F Portfolio $97M AUM 109 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 109 New
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FXO FIRST TR EXCHANGE-TRADED FD 25,718.0 $1.2M 1.22% NEW $46.29 +43.1%
22 HD HOME DEPOT INC Consumer Cyclical 3,360.0 $1.2M 1.20% NEW $346.71 -2.8%
23 CVX CHEVRON CORPORATION Energy 7,295.0 $1.1M 1.18% NEW $157.21 +27.8%
24 JNJ JOHNSON & JOHNSON Healthcare 6,512.0 $1.0M 1.05% NEW $157.24 +73.9%
25 QUAL ISHARES TR 5,383.0 $976K 1.00% NEW $181.29 +23.5%
26 VB VANGUARD INDEX FDS 4,056.0 $965K 0.99% NEW $237.84 +27.3%
27 SPYV SPDR SERIES TRUST 19,461.0 $949K 0.97% NEW $48.74 +30.5%
28 ABT ABBOTT LABORATORIES Healthcare 8,985.0 $925K 0.95% NEW $102.92 +13.0%
29 AMAT APPLIED MATLS INC Technology 2,657.0 $923K 0.95% NEW $347.25 +37.7%
30 PANW PALO ALTO NETWORKS INC Technology 2,706.0 $918K 0.94% NEW $339.23 -0.1%
31 VT VANGUARD INTL EQUITY INDEX F 7,243.0 $913K 0.94% NEW $126.01 +27.6%
32 USMV ISHARES TR 10,676.0 $907K 0.93% NEW $84.99 +19.5%
33 MCD MCDONALDS CORP Consumer Cyclical 3,545.0 $905K 0.93% NEW $255.39 +5.0%
34 FXG FIRST TR EXCHANGE-TRADED FD 13,835.0 $891K 0.92% NEW $64.44 +3.1%
35 FXD FIRST TR EXCHANGE-TRADED FD 14,006.0 $839K 0.86% NEW $59.91 +16.9%
36 PG PROCTER & GAMBLE CO Consumer Defensive 5,223.0 $835K 0.86% NEW $159.96 -9.2%
37 VIG VANGUARD SPECIALIZED FUNDS 4,140.0 $789K 0.81% NEW $190.54 +28.2%
38 GIS GENERAL MILLS INC Consumer Defensive 12,043.0 $762K 0.78% NEW $63.26 -36.9%
39 SCHD SCHWAB STRATEGIC TR 10,072.0 $748K 0.77% NEW $74.30 -52.7%
40 ISRG INTUITIVE SURGICAL INC Healthcare 1,669.0 $740K 0.76% NEW $443.44 -16.4%
Page 2 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 26.5%
Healthcare 10.7%
Consumer Defensive 8.7%
Industrials 5.3%
Consumer Cyclical 5.1%
Energy 5.1%
Utilities 4.9%
Communication Services 1.9%
Real Estate 0.4%