Institutions / Schrum Private Wealth Management LLC
Schrum Private Wealth Management LLC
CIK 1914987 · Institution · as of Dec 31, 2025
Portfolio value
$135.25M
Positions
122
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 122 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $13.75M | 10.2% |
| Microsoft Corp | $8.30M | 6.1% |
| Apple Inc. | $6.60M | 4.9% |
| Vanguard Index Fds | $4.67M | 3.5% |
| SPDR Series Trust | $4.07M | 3.0% |
| First Tr Exchange Traded Fd | $3.77M | 2.8% |
| JPMorgan Chase & Co | $3.53M | 2.6% |
| iShares MSCI UAE ETF | $2.98M | 2.2% |
| Invesco Exchange Traded Fd T | $2.59M | 1.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.54M | 1.9% |
| iShares Tr | $2.51M | 1.9% |
| AbbVie Inc. | $2.43M | 1.8% |
| Visa Inc | $2.39M | 1.8% |
| Vanguard World Fd | $2.23M | 1.6% |
| First Tr Exchange Traded Fd | $2.05M | 1.5% |
| Schwab Strategic Tr | $2.04M | 1.5% |
| Oracle Corp | $1.67M | 1.2% |
| Palo Alto Networks Inc | $1.65M | 1.2% |
| iShares MSCI UAE ETF | $1.64M | 1.2% |
| Lockheed Martin Corp | $1.57M | 1.2% |
| First Tr Exchange Traded Fd | $1.55M | 1.1% |
| Vanguard Index Fds | $1.53M | 1.1% |
| Vanguard Intl Equity Index F | $1.44M | 1.1% |
| Abbott Laboratories | $1.40M | 1.0% |
| First Tr Exchange Traded Fd | $1.30M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.