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Manager record

Schrum Private Wealth Management LLC

St. Augustine, FL · CIK 1914987 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$97.35MReported 13F valueQ2 2026 · as filed
109Holdings listed
-25.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $124.7M$124.7MQ2 2025125 holdingsQ3 2025: $136.4M$136.4MQ3 2025129 holdingsQ4 2025: $135.3M$135.3MQ4 2025122 holdingsQ1 2026: $131.1M$131.1MQ1 2026126 holdingsQ2 2026: $97.3M$97.3MQ2 2026109 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$97.35M · 109 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$131.10M · 126 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$135.25M · 122 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$136.37M · 129 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$124.70M · 125 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology