Portfolio (Quarterly) Guide ↗

KRM WEALTH MANAGEMENT L.L.C.

· CIK 0002126518

13F Portfolio $192M AUM 43 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 20 Added 6 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BSV	VANGUARD BD INDEX FDS	—	2,790	$220K	0.12%	SOLD

Sector Allocation

Industrials 53.3%

Technology 32.9%

Healthcare 7.4%

Energy 6.4%