Schrum Private Wealth Management LLC
Schrum Private Wealth Management LLC reported 109 positions worth $97.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SPY (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $10.3M | 10.63% | 18,735 | — | — | |
| ▸ 2 | MSFT | SH | $7.0M | 7.17% | 15,715 | — | — | |
| ▸ 3 | AAPL | SH | $3.8M | 3.88% | 16,389 | — | — | |
| ▸ 4 | FXL | SH | $2.8M | 2.87% | 20,522 | — | — | |
| ▸ 5 | SPYM | SH | $2.6M | 2.70% | 38,552 | — | — | |
| ▸ 6 | IVV | SH | $2.6M | 2.67% | 3,714 | — | — | |
| ▸ 7 | VOO | SH | $2.5M | 2.54% | 4,640 | — | — | |
| ▸ 8 | RSP | SH | $2.3M | 2.39% | 14,035 | — | — | |
| ▸ 9 | VGT | SH | $1.9M | 1.95% | 6,639 | — | — | |
| ▸ 10 | ITOT | SH | $1.8M | 1.90% | 13,303 | — | — |
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Frequently Asked Questions
What stocks does Schrum Private Wealth Management LLC hold as of Q2 2026?
Schrum Private Wealth Management LLC reported 109 positions worth $97.3M in its Q2 2026 13F filing. Largest positions: SPY (10.6%), MSFT (7.2%), AAPL (3.9%), FXL (2.9%) and SPYM (2.7%).
What did Schrum Private Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Schrum Private Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.