SEC Form 13F · Q2 2026

Schrum Private Wealth Management LLC

Institutional Holdings Report

13F-HRFL
$97.3M
Portfolio Value
109
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Schrum Private Wealth Management LLC
CIK
1914987
Accession No.
0001914987-26-000003
Location
ST. AUGUSTINE, FL
Form Type
13F-HR
Portfolio Value
$97.3M
Holdings Reported
109
Reporting Period
Q2 2026
Filed
August 10, 2026

About this Filing

Schrum Private Wealth Management LLC is an institutional investment manager based in ST. AUGUSTINE, FL reporting approximately $97.3M in 13(f) securities across 109 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.