Schrum Private Wealth Management LLC: 13F holdings
CIK 19149872026Q2
| Positions | 109 |
|---|---|
| Reported value | $97.3m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 18,735 | $10.3m | 10.6% |
| MSFT MICROSOFT CORP | 15,715 | $7.0m | 7.2% |
| AAPL APPLE INC | 16,389 | $3.8m | 3.9% |
| FXL FIRST TR EXCHANGE-TRADED FD | 20,522 | $2.8m | 2.9% |
| SPYM SPDR SERIES TRUST | 38,552 | $2.6m | 2.7% |
| IVV ISHARES TR | 3,714 | $2.6m | 2.7% |
| VOO VANGUARD INDEX FDS | 4,640 | $2.5m | 2.5% |
| RSP INVESCO EXCHANGE TRADED FD T | 14,035 | $2.3m | 2.4% |
| VGT VANGUARD WORLD FD | 6,639 | $1.9m | 2.0% |
| ITOT ISHARES TR | 13,303 | $1.8m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1914987")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.