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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XMMO INVESCO EXCHANGE TRADED FD T 2,000.0 $228K 0.23% NEW $113.99 +36.5%
102 DLR DIGITAL RLTY TR INC Real Estate 1,492.0 $227K 0.23% NEW $152.08 +26.7%
103 PSX PHILLIPS 66 Energy 1,542.0 $226K 0.23% NEW $146.67 +63.8%
104 SBUX STARBUCKS CORP Consumer Cyclical 2,869.0 $223K 0.23% NEW $77.85 +36.3%
105 XMHQ INVESCO EXCHANGE TRADED FD T 2,300.0 $223K 0.23% NEW $97.03 +22.3%
106 FLOT ISHARES TR 4,342.0 $222K 0.23% NEW $51.09 -0.1%
107 DEO DIAGEO PLC Consumer Defensive 1,746.0 $220K 0.23% NEW $126.08 -24.9%
108 LLY ELI LILLY & CO Healthcare 232.0 $220K 0.23% NEW $947.21 +32.4%
109 IBM INTERNATIONAL BUSINESS MACHS Technology 1,208.0 $209K 0.21% NEW $172.97 +34.4%
Page 6 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%