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DeLarme Wealth Management

Latest statistics and disclosures from DeLarme Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002070361

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Positions held by DeLarme Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DeLarme Wealth Management

DeLarme Wealth Management holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	13.7	$19M	101k	190.99	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	10.5	$15M	389k	38.11	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.2	$8.7M	205k	42.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$8.4M	12k	684.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.8	$6.7M	206k	32.57	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	4.6	$6.5M	130k	49.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.5	$6.4M	62k	101.98	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	4.2	$6.0M	118k	50.32	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.0	$5.6M	113k	49.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.9	$4.1M	8.6k	473.30	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$3.7M	54k	69.67	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.5	$3.5M	12k	302.12	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	2.5	$3.5M	70k	50.46	View chart
Ishares Tr Broad Usd High (USHY)	2.5	$3.5M	93k	37.39	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.3	$3.2M	32k	100.38	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.1	$3.0M	32k	93.97	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.8	$2.5M	37k	67.43	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$1.7M	3.5k	487.86	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.2	$1.7M	21k	77.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.6M	33k	50.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$1.6M	50k	32.73	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	1.1	$1.6M	72k	22.22	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.1	$1.5M	15k	100.26	View chart
Apple (AAPL)	1.0	$1.4M	5.3k	271.88	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$1.4M	30k	47.35	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.0	$1.4M	31k	44.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.3M	24k	53.76	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$1.3M	14k	91.45	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.1M	6.5k	177.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$1.0M	3.7k	279.14	View chart
Microsoft Corporation (MSFT)	0.6	$908k	1.9k	483.60	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.6	$888k	22k	39.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$767k	2.3k	335.25	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$676k	21k	32.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$620k	2.0k	313.00	View chart
Broadcom (AVGO)	0.4	$576k	1.7k	346.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$527k	2.5k	211.79	View chart
NVIDIA Corporation (NVDA)	0.4	$507k	2.7k	186.50	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.4	$502k	10k	48.68	View chart
Amazon (AMZN)	0.3	$460k	2.0k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$452k	900.00	502.65	View chart
JPMorgan Chase & Co. (JPM)	0.3	$452k	1.4k	322.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$448k	4.7k	96.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$415k	609.00	681.82	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$380k	12k	30.99	View chart
Exxon Mobil Corporation (XOM)	0.3	$355k	3.0k	120.34	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$349k	6.1k	57.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$345k	1.4k	246.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$307k	2.6k	120.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$261k	830.00	314.80	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$255k	2.5k	102.39	View chart
Meta Platforms Cl A (META)	0.2	$254k	385.00	660.09	View chart
Veracyte (VCYT)	0.2	$253k	6.0k	42.10	View chart
McDonald's Corporation (MCD)	0.2	$248k	811.00	305.63	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$240k	4.8k	50.32	View chart
Johnson & Johnson (JNJ)	0.2	$215k	1.0k	206.95	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$211k	1.5k	139.19	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$210k	679.00	309.04	View chart
Costco Wholesale Corporation (COST)	0.1	$210k	243.00	862.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$207k	1.1k	183.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$201k	1.4k	143.52	View chart
Blackrock Debt Strategies Com New (DSU)	0.1	$116k	11k	10.18	View chart

Past Filings by DeLarme Wealth Management

SEC 13F filings are viewable for DeLarme Wealth Management going back to 2025

DeLarme Wealth Management 2025 Q4 filed Jan. 26, 2026

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