account_balance
Investment manager · 13F filer · SEC CIK 1914987
Schrum Private Wealth Management LLC
Reported value$122Mas of Sep 30, 2026
Positions114 25 new, 20 sold out
Top 10 weight43.3%SPY alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
10.5%Trimmed −11%
MSFTMicrosoft Corp
5.5%Trimmed −17%
SPYMSPDR Series Trust
5.4%Added +91%
VOOVanguard Index FDS
4.6%Added +73%
AAPLApple Inc.
4.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.9%
FXLFirst Tr Exchange-Traded Fd
2.8%Trimmed −24%
ITOTiShares Tr
2.8%Added +55%
IVViShares Tr
2.3%−4%
RSPInvesco Exchange Traded Fd T
2.0%
ABBVAbbVie Inc.
1.7%
JPMJPMorgan Chase & Co
1.6%−4%
SPYSPDR S&P 500 ETF Trust
10.5%Trimmed −11%
MSFTMicrosoft Corp
5.5%−17%
SPYMSPDR Series Trust
5.4%
VOOVanguard Index FDS
4.6%
AAPLApple Inc.
4.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.9%
FXLFirst Tr Exchange-Traded Fd
2.8%
ITOTiShares Tr
2.8%
IVV2.3%
RSP2.0%
ABBVJPM1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 10.5% Trimmed −11%MSFT Microsoft Corp 5.5% Trimmed −17%
SPYM SPDR Series Trust 5.4% Added +91%
VOO Vanguard Index FDS 4.6% Added +73%
AAPL Apple Inc. 4.5% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.9% HeldFXL First Tr Exchange-Traded Fd 2.8% Trimmed −24%
ITOT iShares Tr 2.8% Added +55%
IVV iShares Tr 2.3% Trimmed −4%
RSP Invesco Exchange Traded Fd T 2.0% Trimmed −17%
ABBV AbbVie Inc. 1.7% HeldJPM JPMorgan Chase & Co 1.6% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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