0002126518-26-000003.txt : 20260423 0002126518-26-000003.hdr.sgml : 20260423 20260422175408 ACCESSION NUMBER: 0002126518-26-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260423 DATE AS OF CHANGE: 20260422 EFFECTIVENESS DATE: 20260423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KRM WEALTH MANAGEMENT L.L.C. CENTRAL INDEX KEY: 0002126518 ORGANIZATION NAME: EIN: 472281951 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26796 FILM NUMBER: 26884912 BUSINESS ADDRESS: STREET 1: 3748 LAKESIDE DR STREET 2: SUITE 100 CITY: RENO STATE: NV ZIP: 89509 BUSINESS PHONE: 775-502-8484 MAIL ADDRESS: STREET 1: 3748 LAKESIDE DR STREET 2: SUITE 100 CITY: RENO STATE: NV ZIP: 89509 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002126518 XXXXXXXX 03-31-2026 03-31-2026 KRM WEALTH MANAGEMENT L.L.C.

3748 LAKESIDE DR SUITE 100 RENO NV 89509

13F HOLDINGS REPORT 028-26796 000173929 801-126100 N Kyle McCann 775-771-9577 Kyle McCann Reno NV 04-22-2026 0 43 191948292 false INFORMATION TABLE 2 vantage1q26.xml APPLE INC COM 037833100 734643 2895 SH SOLE 0 0 2895 CATERPILLAR INC COM 149123101 1268524 1791 SH SOLE 0 0 1791 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 657296 16914 SH SOLE 0 0 16914 EXXON MOBIL CORP COM 30231G102 209397 1234 SH SOLE 0 0 1234 GE AEROSPACE COM NEW 369604301 230984 814 SH SOLE 0 0 814 ISHARES TR NATIONAL MUN ETF 464288414 777086 7321 SH SOLE 0 0 7321 ISHARES TR RUS 1000 GRW ETF 464287614 212526 498 SH SOLE 0 0 498 ISHARES TR CORE MSCI EAFE 46432F842 241505 2668 SH SOLE 0 0 2668 ISHARES TR CORE S&P500 ETF 464287200 208160 319 SH SOLE 0 0 319 ISHARES TR S&P 500 VAL ETF 464287408 728069 3448 SH SOLE 0 0 3448 ISHARES TR RUSSELL 2000 ETF 464287655 287671 1160 SH SOLE 0 0 1160 ISHARES TR S&P 500 GRWT ETF 464287309 878307 7765 SH SOLE 0 0 7765 ISHARES TR SHRT NAT MUN ETF 464288158 405770 3810 SH SOLE 0 0 3810 MEDTRONIC PLC SHS G5960L103 243833 2814 SH SOLE 0 0 2814 MICROSOFT CORP COM 594918104 341543 923 SH SOLE 0 0 923 ORION GROUP HLDGS INC COM 68628V308 245272 22502 SH SOLE 0 0 22502 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 12619054 257900 SH SOLE 0 0 257900 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 17330925 714088 SH SOLE 0 0 714088 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 24216694 831332 SH SOLE 0 0 831332 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 25359746 831467 SH SOLE 0 0 831467 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6781586 233204 SH SOLE 0 0 233204 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 2537445 66321 SH SOLE 0 0 66321 SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 3937515 121416 SH SOLE 0 0 121416 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1539322 62195 SH SOLE 0 0 62195 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 681263 27142 SH SOLE 0 0 27142 SCHWAB STRATEGIC TR US REIT ETF 808524847 227537 10588 SH SOLE 0 0 10588 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 666254 28693 SH SOLE 0 0 28693 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 324625 2443 SH SOLE 0 0 2443 SPDR SERIES TRUST STATE STREET SPD 78464A508 262658 4642 SH SOLE 0 0 4642 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 19949594 206304 SH SOLE 0 0 206304 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 28405674 385737 SH SOLE 0 0 385737 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1347238 17456 SH SOLE 0 0 17456 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4700222 52990 SH SOLE 0 0 52990 VANGUARD INDEX FDS SMALL CP ETF 922908751 588080 2245 SH SOLE 0 0 2245 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1755241 2937 SH SOLE 0 0 2937 VANGUARD INDEX FDS GROWTH ETF 922908736 422032 966 SH SOLE 0 0 966 VANGUARD INDEX FDS VALUE ETF 922908744 217193 1107 SH SOLE 0 0 1107 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4272484 79047 SH SOLE 0 0 79047 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1035437 20754 SH SOLE 0 0 20754 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 900830 15388 SH SOLE 0 0 15388 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 23305914 363700 SH SOLE 0 0 363700 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 649136 4383 SH SOLE 0 0 4383 VANGUARD WORLD FD INF TECH ETF 92204A702 244007 350 SH SOLE 0 0 350