Fund HoldingsSchrum Private Wealth Management LLC

Total Portfolio Value
$131.10M
Total Bought
$4.36M
Total Sold
$9.39M
Net Transaction
-$5.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHEVRON CORPORATION(CVX)6,9816,964-171,0641,4411.10%+377
EXXON MOBIL CORP6,9176,840-778321,1600.89%+328
LOCKHEED MARTIN CORP(LMT)03,084+3,08401,8641.42%+1,864
TAIWAN SEMICONDUCTOR MANUFAC(TSM)8,3518,35102,5382,8222.15%+284
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
03,846+3,84602650.20%+265
GE VERNOVA INC(GEV)0291+29102540.19%+254
PHILLIPS 66(PSX)01,228+1,22802240.17%+224
ISHARES TR
CORE MSCI INTL
4,5517,162+2,6113755990.46%+223
VANGUARD INDEX FDS0775+77502230.17%+223
DUKE ENERGY CORP NEW(DUK)01,672+1,67202190.17%+219
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
02,804+2,80402130.16%+213
GOLDMAN SACHS ETF TR04,585+4,58502070.16%+207
YUM BRANDS INC(YUM)01,320+1,32002050.16%+205
JOHNSON & JOHNSON(JNJ)5,4305,302-1281,1241,2960.99%+172
SCHWAB STRATEGIC TR26,58728,400+1,8137298710.66%+142
VANGUARD INDEX FDS9481,417+4693184550.35%+137
SLB LIMITED(SLB)10,07510,138+633875210.40%+134
ISHARES TR
CORE MSCI EAFE
10,55011,762+1,2129441,0650.81%+121
CONOCOPHILLIPS(COP)2,8552,734-1212673610.28%+94
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
7,7307,73005015890.45%+88
APPLIED MATLS INC2,5572,157-4006577370.56%+80
NEXTERA ENERGY INC(NEE)6,0986,104+64905670.43%+77
VERIZON COMMUNICATIONS INC(VZ)6,7927,004+2122773520.27%+75
VANGUARD STAR FDS4,7545,555+8013594280.33%+70
COSTCO WHOLESALE CORPORATION(COST)44344303824410.34%+59
ABRDN ETFS011,750+11,75004200.32%+420
ISHARES TR7,0517,556+5056777340.56%+57
VANGUARD INDEX FDS5,9466,068+1221,5341,5901.21%+56
PEPSICO INC(PEP)7,9047,653-2511,1341,1880.91%+54
ALTRIA GROUP INC(MO)06,707+6,70704430.34%+443
RTX CORPORATION(RTX)5,4725,475+31,0041,0560.81%+53
COCA COLA CO(KO)10,18010,048-1327127640.58%+52
ISHARES GOLD TR(IAU)7,4507,45006056570.50%+52
DEERE & CO(DE)52652602452960.23%+51
SCHWAB STRATEGIC TR74,79374,801+82,0352,0831.59%+48
FIRST TR EXCHANGE-TRADED FD
CONSUMR STAPLE
14,94714,94709079520.73%+45
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
25,66325,66302,0502,0951.60%+45
NVIDIA CORPORATION(NVDA)05,608+5,60809780.75%+978
WALMART INC(WMT)4,8974,738-1595465890.45%+43
MERCK & CO INC(MRK)3,2023,162-403373800.29%+43
WISDOMTREE TR(WT)2,9002,90004184600.35%+42
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
8,4118,41103794170.32%+39
EATON CORP PLC(ETN)90390302883230.25%+35
VANGUARD INDEX FDS1,2521,379+1272653000.23%+34
DIGITAL RLTY TR INC(DLR)1,3131,316+32032370.18%+34
UNION PAC CORP(UNP)1,7001,750+503934250.32%+31
PALANTIR TECHNOLOGIES INC(PLTR)08,496+8,49601,2430.95%+1,243
ISHARES TR7,7157,939+2248508760.67%+27
VANGUARD INTL EQUITY INDEX F10,21710,590+3731,4411,4651.12%+24
ILLINOIS TOOL WKS INC(ITW)1,6001,60003944160.32%+22
PFIZER INC(PFE)010,837+10,83703040.23%+304
STATE STR SPDR S&P MIDCAP 40(MDY)1,2981,29807838010.61%+18
PHILIP MORRIS INTL INC(PM)3,5323,53205675840.45%+17
MCDONALDS CORP(MCD)3,0383,03809299440.72%+16
ISHARES TR
MSCI USA VALUE
3,2473,220-274444580.35%+14
SCHWAB STRATEGIC TR14,02614,031+54154280.33%+13
AMEREN CORP(AEE)02,967+2,96703260.25%+326
FIRST TR EXCHANGE-TRADED FD
SHS
7,0097,00903233300.25%+7
ISHARES TR
INTL EQTY FACTOR
5,3305,33002012080.16%+6
INVESCO EXCH TRADED FD TR II3,1513,15102252300.18%+5
ISHARES TR2,7832,78306856900.53%+5
CISCO SYS INC(CSCO)4,9364,944+83803840.29%+3
AMERICAN WTR WKS CO INC NEW08,856+8,85601,2050.92%+1,205
GENERAL AMERN INVS CO INC(GAM)5,0625,06202972960.23%-1
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
3,0503,05003883840.29%-4
NORFOLK SOUTHN CORP(NSC)2,9502,95008528470.65%-5
ISHARES TR1,7611,76102492440.19%-5
PROCTER & GAMBLE CO(PG)04,818+4,81806960.53%+696
LOWES COS INC(LOW)1,6631,66304013930.30%-8
VANGUARD SPECIALIZED FUNDS5,5835,664+811,2271,2180.93%-9
STATE STR SPDR DOW JONES IND(DIA)747748+13593460.26%-12
SCHWAB CHARLES CORP(SCHW)2,3562,35602352210.17%-14
SPDR SERIES TRUST
ST STR P500VAL
20,67120,490-1811,1741,1590.88%-15
VANGUARD INTL EQUITY INDEX F3,1172,978-1392612450.19%-15
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
013,399+13,39902,5721.96%+2,572
INVESCO QQQ TR1,1841,228+447277090.54%-18
MORGAN STANLEY(MS)1,6681,672+42962750.21%-21
GOLDMAN SACHS GROUP INC(GS)69969906145910.45%-23
SCHWAB STRATEGIC TR22,32522,386+615865620.43%-24
ISHARES TR
MSCI USA MIN ETF
08,611+8,61107990.61%+799
VANGUARD WORLD FD
COMM SRVC ETF
1,7431,74303373130.24%-24
PARKER-HANNIFIN CORP(PH)306273-332692450.19%-24
ISHARES TR20,04020,749+7092,9802,9552.25%-24
ISHARES TR3,2383,239+13993660.28%-33
REVVITY INC(RVTY)3,6003,60003483150.24%-33
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
6,2416,24107116720.51%-39
GOLDMAN SACHS ETF TR5,6375,639+27467060.54%-41
SPDR SERIES TRUST
ST STR P500ETF
50,68952,578+1,8894,0664,0243.07%-42
TESLA INC(TSLA)551553+22482060.16%-42
UNILEVER PLC(UL)5,2935,29303463020.23%-45
SEACOAST BKG CORP FLA(SBCF)011,923+11,92303610.28%+361
FIRST TR EXCHANGE-TRADED FD
HLTH CARE ALPH
011,432+11,43201,2550.96%+1,255
AMAZON COM INC(AMZN)2,0271,981-464684120.31%-55
HOME DEPOT INC(HD)03,368+3,36801,1080.85%+1,108
FIRST TR EXCHANGE-TRADED FD
CONSUMR DISCRE
14,20614,20609719100.69%-62
INTERNATIONAL BUSINESS MACHS(IBM)1,1951,19503542900.22%-64
META PLATFORMS INC(META)754748-64984280.33%-70
AUTODESK INC1,3001,30003853110.24%-74
BANK AMERICA CORP11,94611,959+136575830.44%-74
ISHARES BITCOIN TRUST ETF(IBIT)07,225+7,22502780.21%+278
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