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KRM WEALTH MANAGEMENT L.L.C.
Updated 3 days agoManaged by Krm Wealth Management L.L.C. • Latest filing Q3 2026
Portfolio value
$229.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $182.4M |
| Q1 2026 | $191.9M |
| Q2 2026 | $227.3M |
| Q3 2026 | $229.1M |
Top holdings
45 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $32.7M | 465.6K | 14.26% | — | |
| 2 | $32.3M | 897.8K | 14.08% | — | |
| 3 | $29.5M | 886.6K | 12.89% | — | |
| 4 | $28M | 396.2K | 12.21% | — | |
| 5 | $23.8M | 224.7K | 10.37% | — | |
| 6 | $20.7M | 869.1K | 9.05% | — | |
| 7 | $13.7M | 255.2K | 5.99% | — | |
| 8 | $8.3M | 253.9K | 3.62% | — | |
| 9 | $5.5M | 92.4K | 2.39% | — | |
| 10 | $5.4M | 60.3K | 2.36% | — | |
| 11 | $4.8M | 137.2K | 2.10% | — | |
| 12 | $2.9M | 70.3K | 1.28% | — | |
| 13 | $2.1M | 3.0K | 0.91% | — | |
| 14 | $1.9M | 2.4K | 0.83% | — | |
| 15 | $1.7M | 60.3K | 0.72% | — | |
| 16 | $1.1M | 15.7K | 0.50% | — | |
| 17 | $1.1M | 7.8K | 0.48% | — | |
| 18 | $1M | 21.5K | 0.44% | — | |
| 19 | $968K | 43.8K | 0.42% | — | |
| 20 | $926K | 2.8K | 0.40% | — |