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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNP UNION PAC CORP Industrials 1,800.0 $439K 0.45% NEW $244.05 +26.6%
62 AEE AMEREN CORP Utilities 6,107.0 $434K 0.45% NEW $71.11 +50.6%
63 FXZ FIRST TR EXCHANGE-TRADED FD 6,230.0 $404K 0.41% NEW $64.82 +34.3%
64 SCHV SCHWAB STRATEGIC TR 5,361.0 $397K 0.41% NEW $74.08 -52.9%
65 IDEV ISHARES TR 5,653.0 $384K 0.40% NEW $68.00 +37.7%
66 WMT WALMART INC Consumer Defensive 4,889.0 $382K 0.39% NEW $78.22 +34.5%
67 AMZN AMAZON COM INC Consumer Cyclical 1,799.0 $380K 0.39% NEW $211.28 +23.2%
68 SCHB SCHWAB STRATEGIC TR 5,950.0 $374K 0.38% NEW $62.87 -53.0%
69 SHV ISHARES TR 3,349.0 $370K 0.38% NEW $110.49 -0.1%
70 COP CONOCOPHILLIPS Energy 3,245.0 $364K 0.37% NEW $112.29 +18.0%
71 GS GOLDMAN SACHS GROUP INC Financial Services 699.0 $358K 0.37% NEW $512.30 +106.0%
72 BX BLACKSTONE INC Financial Services 2,946.0 $358K 0.37% NEW $121.54 +18.1%
73 NVO NOVO-NORDISK A S Healthcare 2,402.0 $343K 0.35% NEW $142.74 -66.3%
74 IAU ISHARES GOLD TR Financial Services 7,217.0 $342K 0.35% NEW $47.44 +84.0%
75 BCD ABRDN ETFS 10,432.0 $340K 0.35% NEW $32.60 +16.2%
76 DXJ WISDOMTREE TR 2,900.0 $327K 0.34% NEW $112.82 +58.0%
77 BDX BECTON DICKINSON & CO Healthcare 1,350.0 $316K 0.32% NEW $233.73 -19.2%
78 GOOGL ALPHABET INC Communication Services 1,623.0 $313K 0.32% NEW $192.99 +79.6%
79 VXUS VANGUARD STAR FDS 4,051.0 $309K 0.32% NEW $76.35 +15.2%
80 VLUE ISHARES TR 2,763.0 $307K 0.32% NEW $111.02 +80.7%
Page 4 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%