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Schrum Private Wealth Management LLC

Q2 2025 · 13F-HR

Schrum Private Wealth Management LLCholdings as filed

Filed 2025-07-23 · accession 0001085146-25-004091

$124.7M
Reported value
125
Positions
2025-06-30
Period end
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The Brief · Schrum Private Wealth Management LLC · Q2 2025

AI · grounded in 13F

Schrum Private Wealth Management LLC established a new position in SPY valued at $12.2M. The fund also initiated new stakes in MSFT for $8.3M and AAPL for $4.9M. Additional new positions include VOO at $4.0M and SPYM at $3.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$12.2M9.80%19,785CommonSOLE
594918104MSFTMICROSOFT CORP$8.3M6.63%16,630CommonSOLE
037833100AAPLAPPLE INC$4.9M3.94%23,950CommonSOLE
922908363VOOVANGUARD INDEX FDS$4.0M3.20%7,021CommonSOLE
78464A854SPYMSPDR SERIES TRUST$3.6M2.87%49,191CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$3.5M2.83%22,424CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.3M2.62%11,251CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.7M2.19%15,030CommonSOLE
464287150ITOTISHARES TR$2.5M2.01%18,529CommonSOLE
92826C839VVISA INC$2.4M1.94%6,815CommonSOLE
464287200IVVISHARES TR$2.3M1.81%3,626CommonSOLE
92204A702VGTVANGUARD WORLD FD$2.1M1.70%3,201CommonSOLE
00287Y109ABBVABBVIE INC$2.0M1.59%10,649CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$1.9M1.56%26,163CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.9M1.52%8,351CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.9M1.50%13,436CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.8M1.46%8,915CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$1.8M1.46%74,027CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.7M1.38%5,775CommonSOLE
68389X105ORCLORACLE CORP$1.6M1.25%7,103CommonSOLE
33734X143FXHFIRST TR EXCHANGE TRADED FD$1.5M1.24%14,938CommonSOLE
002824100ABTABBOTT LABS$1.5M1.23%11,294CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.5M1.21%3,248CommonSOLE
46432F339QUALISHARES TR$1.5M1.18%8,038CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$1.4M1.16%25,718CommonSOLE
922908751VBVANGUARD INDEX FDS$1.4M1.13%5,938CommonSOLE
437076102HDHOME DEPOT INC$1.2M0.99%3,360CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.2M0.95%9,260CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.90%2,069CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.1M0.87%20,739CommonSOLE
713448108PEPPEPSICO INC$1.1M0.86%8,169CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.0M0.84%5,109CommonSOLE
166764100CVXCHEVRON CORP NEW$1.0M0.82%7,151CommonSOLE
33734X119FXGFIRST TR EXCHANGE TRADED FD$945,8460.76%14,947CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$943,6080.76%6,922CommonSOLE
33734X101FXDFIRST TR EXCHANGE TRADED FD$920,2750.74%14,506CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$906,6610.73%4,172CommonSOLE
67066G104NVDANVIDIA CORPORATION$896,0880.72%5,672CommonSOLE
46429B697USMVISHARES TR$882,8150.71%9,405CommonSOLE
464288679SHVISHARES TR$819,7200.66%7,423CommonSOLE
478160104JNJJOHNSON & JOHNSON$798,2130.64%5,225CommonSOLE
742718109PGPROCTER AND GAMBLE CO$792,4850.64%4,974CommonSOLE
78464A409SPYGSPDR SERIES TRUST$788,7840.63%8,275CommonSOLE
580135101MCDMCDONALDS CORP$762,5630.61%2,610CommonSOLE
75513E101RTXRTX CORPORATION$758,0390.61%5,191CommonSOLE
46432F842IEFAISHARES TR$753,4740.60%9,025CommonSOLE
464287655IWMISHARES TR$742,6720.60%3,441CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$735,5410.59%1,298CommonSOLE
191216100KOCOCA COLA CO$725,0590.58%10,248CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$697,1990.56%5,744CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$673,9690.54%2,633CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$672,1570.54%6,241CommonSOLE
30231G102XOMEXXON MOBIL CORP$666,6960.53%6,185CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$627,1140.50%23,665CommonSOLE
46090E103QQQINVESCO QQQ TR$594,0990.48%1,076CommonSOLE
02079K107GOOGALPHABET INC$590,8860.47%3,331CommonSOLE
370334104GISGENERAL MLS INC$576,6270.46%11,130CommonSOLE
060505104BACBANK AMERICA CORP$564,1740.45%11,923CommonSOLE
464287465EFAISHARES TR$558,5740.45%6,249CommonSOLE
038222105AMATAPPLIED MATLS INC$558,3640.45%3,050CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$521,2620.42%2,450CommonSOLE
931142103WMTWALMART INC$513,9640.41%5,256CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$512,4110.41%724CommonSOLE
09260D107BXBLACKSTONE INC$501,7660.40%3,355CommonSOLE
718172109PMPHILIP MORRIS INTL INC$499,5830.40%2,743CommonSOLE
65339F101NEENEXTERA ENERGY INC$497,7420.40%7,170CommonSOLE
003261203BCDABRDN ETFS$478,5320.38%14,436CommonSOLE
02079K305GOOGLALPHABET INC$476,1520.38%2,702CommonSOLE
30303M102METAMETA PLATFORMS INC$459,1310.37%622CommonSOLE
33734X168FXZFIRST TR EXCHANGE TRADED FD$440,2240.35%7,730CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$438,5440.35%443CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$430,0310.34%15,541CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$425,3660.34%17,850CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$420,3260.34%1,700CommonSOLE
023135106AMZNAMAZON COM INC$415,1970.33%1,893CommonSOLE
907818108UNPUNION PAC CORP$414,1440.33%1,800CommonSOLE
023608102AEEAMEREN CORP$404,5200.32%4,212CommonSOLE
052769106ADSKAUTODESK INC$402,4420.32%1,300CommonSOLE
464285204IAUISHARES GOLD TR$400,0390.32%6,415CommonSOLE
904767704UNILEVER PLC$380,6740.31%6,223CommonSOLE
46432F388VLUEISHARES TR$374,1570.30%3,305CommonSOLE
46137V746PWBINVESCO EXCHANGE TRADED FD T$358,1920.29%3,050CommonSOLE
33734X184FXUFIRST TR EXCHANGE TRADED FD$356,4370.29%8,411CommonSOLE
464287309IVWISHARES TR$356,4310.29%3,237CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$349,3630.28%5,707CommonSOLE
714046109RVTYREVVITY INC$348,1920.28%3,600CommonSOLE
02209S103MOALTRIA GROUP INC$344,7180.28%5,880CommonSOLE
46435G326IDEVISHARES TR$344,6870.28%4,533CommonSOLE
806857108SLBSCHLUMBERGER LTD$335,1780.27%9,917CommonSOLE
717081103PFEPFIZER INC$334,9090.27%13,816CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$334,5770.27%759CommonSOLE
97717W851DXJWISDOMTREE TR$331,3830.27%2,900CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$324,3820.26%1,100CommonSOLE
17275R102CSCOCISCO SYS INC$318,2460.26%4,587CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$313,3020.25%7,009CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$310,6060.25%7,178CommonSOLE
747525103QCOMQUALCOMM INC$305,3020.24%1,917CommonSOLE
92204A884VOXVANGUARD WORLD FD$298,1050.24%1,743CommonSOLE
922908611VBRVANGUARD INDEX FDS$293,2950.24%1,504CommonSOLE
254687106DISDISNEY WALT CO$283,9390.23%2,290CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$283,6740.23%5,062CommonSOLE
922908769VTIVANGUARD INDEX FDS$282,1350.23%928CommonSOLE
803054204SAPSAP SE$281,1530.23%925CommonSOLE
20825C104COPCONOCOPHILLIPS$271,8310.22%3,029CommonSOLE
244199105DEDEERE & CO$267,4660.21%526CommonSOLE
855244109SBUXSTARBUCKS CORP$262,8860.21%2,869CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$257,2600.21%2,000CommonSOLE
G29183103ETNEATON CORP PLC$256,3190.21%718CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$250,2300.20%1,132CommonSOLE
548661107LOWLOWES COS INC$246,6790.20%1,112CommonSOLE
58933Y105MRKMERCK & CO INC$237,4760.19%3,000CommonSOLE
617446448MSMORGAN STANLEY$237,3170.19%1,685CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$233,4570.19%4,095CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$233,2090.19%2,556CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$230,7950.19%2,978CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$229,2640.18%3,148CommonSOLE
253868103DLRDIGITAL RLTY TR INC$228,7380.18%1,312CommonSOLE
464288257ACWIISHARES TR$226,5110.18%1,761CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$225,9520.18%2,300CommonSOLE
921909768VXUSVANGUARD STAR FDS$224,1430.18%3,245CommonSOLE
G54950103LINLINDE PLC$221,4530.18%472CommonSOLE
701094104PHPARKER-HANNIFIN CORP$212,7100.17%305CommonSOLE
075887109BDXBECTON DICKINSON & CO$212,5850.17%1,234CommonSOLE
125523100CITHE CIGNA GROUP$208,8270.17%633CommonSOLE
988498101YUMYUM BRANDS INC$203,0070.16%1,370CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.