Schrum Private Wealth Management LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$136.4B
Holdings
129
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GAMGENERAL AMERN INVS CO INC | 5,062 | $314.9M | 0.23% | |
| 102 | VTIVANGUARD INDEX FDS | 947 | $310.6M | 0.23% | |
| 103 | BACVERIZON COMMUNICATIONS INC | 6,985 | $307.0M | 0.23% | |
| 104 | COPCONOCOPHILLIPS | 2,943 | $278.3M | 0.20% | |
| 105 | MRKMERCK & CO INC | 3,248 | $272.5M | 0.20% | |
| 106 | XMMOINVESCO EXCHANGE TRADED FD T | 2,000 | $270.5M | 0.20% | |
| 107 | ETNEATON CORP PLC | 718 | $268.7M | 0.20% | |
| 108 | DWDMORGAN STANLEY | 1,665 | $264.6M | 0.19% | |
| 109 | DISDISNEY WALT CO | 2,291 | $262.3M | 0.19% | |
| 110 | VBRVANGUARD INDEX FDS | 1,252 | $261.3M | 0.19% | |
| 111 | VEAVANGUARD TAX-MANAGED FDS | 4,211 | $252.3M | 0.19% | |
| 112 | SAPSAP SE | 925 | $247.0M | 0.18% | |
| 113 | ACWIISHARES TR | 1,761 | $243.5M | 0.18% | |
| 114 | XMHQINVESCO EXCHANGE TRADED FD T | 2,300 | $241.4M | 0.18% | |
| 115 | TSLATESLA INC | 541 | $240.6M | 0.18% | |
| 116 | DEDEERE & CO | 526 | $240.5M | 0.18% | |
| 117 | VXUSVANGUARD STAR FDS | 3,252 | $238.9M | 0.18% | |
| 118 | VGKVANGUARD INTL EQUITY INDEX F | 2,978 | $237.6M | 0.17% | |
| 119 | SCHWSCHWAB CHARLES CORP | 2,456 | $234.5M | 0.17% | |
| 120 | SPLVINVESCO EXCH TRADED FD TR II | 3,149 | $231.4M | 0.17% | |
| 121 | PHPARKER-HANNIFIN CORP | 305 | $231.4M | 0.17% | |
| 122 | FQIDIGITAL RLTY TR INC | 1,313 | $227.1M | 0.17% | |
| 123 | DUKDUKE ENERGY CORP NEW | 1,834 | $226.8M | 0.17% | |
| 124 | LINLINDE PLC | 473 | $224.5M | 0.16% | |
| 125 | AMTAMERICAN TOWER CORP NEW | 1,109 | $213.2M | 0.16% | |
| 126 | SBUXSTARBUCKS CORP | 2,519 | $213.1M | 0.16% | |
| 127 | BDXBECTON DICKINSON & CO | 1,134 | $212.3M | 0.16% | |
| 128 | ABGCENCORA INC | 644 | $201.3M | 0.15% | |
| 129 | YUMYUM BRANDS INC | 1,320 | $200.6M | 0.15% |
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