Schrum Private Wealth Management LLC
•CIK: 1914987•Filing: Q4 2025
**Schrum Private Wealth Management LLC** manages $135M across a diversified portfolio of 122 positions. The strategy exhibits a clear tilt toward large-cap U.S. equities, evidenced by the top holdings including SPY ($13.7M) and MSFT ($8.3M). Notable allocations also include significant exposure to technology and market indices, with AAPL ($6.6M), VOO ($4.7M), and SPYM ($4.1M) rounding out the core structure. This concentration suggests a focus on established market leaders and broad market beta capture.
Total AUM
$135.3M
QoQ Performance
-0.8%
Positions
89
Top 10 Concentration
39.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
MSFT
SPY10.2%
MSFT6.1%
AAPL4.9%
VOO3.5%
SPYM3.0%
FXL2.8%
JPM2.6%
ITOT2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.3%
Technology16.5%
ETF15.5%
Financial6.1%
Healthcare4.1%
Consumer3.1%
Industrial2.4%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW2 new positions
↑40 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023