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DeLarme Wealth Management

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

Top 5 stock holdings are VTV, DFAI, DFCF, IVV, DFAE, and represent 40.16% of DeLarme Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SGOV, DFCF, AAPL, VTEC, CALI, DFAI, AVDV, VWOB, DFAE, HIMU.
Started 5 new stock positions in MUNI, VEU, BND, XLRE, NOC.
Reduced shares in these 10 stocks: AVUV, VV, VCYT, , VBK, DSU, DFAS, DIVO, DFAX, DFIV.
Sold out of its positions in DSU, SDY, VV, VCYT.
DeLarme Wealth Management was a net buyer of stock by $14M.
DeLarme Wealth Management has $155M in assets under management (AUM), dropping by 10.26%.
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 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	13.0	$20M		103k	196.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	10.1	$16M	+3%	401k	38.96	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	7.1	$11M	+26%	260k	42.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.3	$8.3M	+3%	13k	653.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.7	$7.4M	+5%	218k	33.86	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	4.3	$6.7M	+2%	134k	49.78	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.2	$6.6M	+105%	65k	100.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.1	$6.4M	-7%	58k	110.47	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	4.0	$6.3M	+5%	125k	50.34	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.8	$5.9M		112k	52.78	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	2.9	$4.5M	+27%	89k	50.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.4	$3.7M	-3%	52k	71.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$3.7M		8.7k	426.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.3	$3.6M	+14%	36k	99.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.2	$3.4M	-3%	11k	302.24	View chart
Ishares Tr Broad Usd High (USHY)	2.2	$3.4M		91k	36.84	View chart
Apple (AAPL)	1.9	$3.0M	+120%	12k	253.80	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.8	$2.9M	+17%	44k	65.69	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.7	$2.6M	+70%	26k	99.08	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.3	$2.0M	+22%	26k	77.38	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	1.3	$2.0M	+24%	89k	22.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.9M	+14%	38k	49.89	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$1.8M	+18%	4.2k	436.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$1.6M	-5%	47k	33.97	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$1.5M	+4%	31k	47.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.3M		24k	54.05	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.8	$1.3M	-7%	28k	44.85	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$1.3M	+3%	14k	88.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.2M	+2%	6.6k	184.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$941k		3.7k	257.35	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.6	$914k	+3%	23k	39.27	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.6	$906k	+83%	19k	47.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$736k		2.3k	320.85	View chart
Microsoft Corporation (MSFT)	0.5	$726k	+4%	2.0k	370.22	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$714k		20k	35.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$572k	+44%	880.00	650.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$570k		2.0k	287.56	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$545k	+111%	5.3k	103.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$535k		2.5k	217.25	View chart
NVIDIA Corporation (NVDA)	0.3	$534k	+12%	3.1k	174.40	View chart
Broadcom (AVGO)	0.3	$492k	-4%	1.6k	309.51	View chart
Exxon Mobil Corporation (XOM)	0.3	$483k	-3%	2.8k	169.66	View chart
Amazon (AMZN)	0.3	$435k	+4%	2.1k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$432k		902.00	479.20	View chart
JPMorgan Chase & Co. (JPM)	0.3	$421k		1.4k	294.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$392k	-13%	4.0k	97.12	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$373k	-5%	12k	32.41	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$368k	+6%	6.5k	56.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$347k		1.4k	247.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$304k	-4%	2.4k	124.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$269k	NEW	3.6k	73.64	View chart
McDonald's Corporation (MCD)	0.2	$247k	-2%	794.00	310.79	View chart
Meta Platforms Cl A (META)	0.2	$245k	+11%	428.00	572.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$237k		4.7k	50.34	View chart
Johnson & Johnson (JNJ)	0.1	$229k	-9%	935.00	244.44	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$221k	NEW	5.4k	40.83	View chart
Costco Wholesale Corporation (COST)	0.1	$219k	-9%	220.00	996.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$219k		1.1k	192.95	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$213k	NEW	4.1k	52.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$207k		1.4k	148.10	View chart
Northrop Grumman Corporation (NOC)	0.1	$205k	NEW	300.00	682.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$204k	NEW	2.7k	75.10	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$200k		679.00	295.12	View chart

Past Filings by DeLarme Wealth Management

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

DeLarme Wealth Management 2026 Q1 filed April 24, 2026
DeLarme Wealth Management 2025 Q4 filed Jan. 26, 2026

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