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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 40.72% of DeLarme Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWF, VUG, DFCF, VTEC, AMD, VTV, DFAI, SGOV, CALI, VTEB.
Started 6 new stock positions in LLY, AMD, MU, EEM, VCYT, DFUS.
Reduced shares in these 10 stocks: AVUV, NOC, DFIV, VBK, DIVO, DFAE, DFSV, NVDA, IJR, DFAS.
Sold out of its position in NOC.
DeLarme Wealth Management was a net buyer of stock by $11M.
DeLarme Wealth Management has $173M in assets under management (AUM), dropping by 11.08%.
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 68 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	13.2	$23M		105k	217.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	9.8	$17M	+2%	410k	41.25	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	7.1	$12M	+11%	290k	42.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.6	$9.6M		13k	748.87	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.0	$8.7M		216k	40.21	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	4.0	$7.0M	+5%	69k	100.67	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	4.0	$6.9M	+4%	140k	49.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.0	$6.9M	-3%	56k	124.76	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	3.7	$6.4M	+2%	128k	50.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.4	$5.8M	-3%	108k	54.02	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	2.8	$4.9M	+8%	96k	50.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.5	$4.3M	+302%	35k	124.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.5	$4.3M		52k	82.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.3	$4.0M	-2%	11k	365.70	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.2	$3.9M	+3%	37k	103.05	View chart
Apple (AAPL)	2.0	$3.4M		12k	289.35	View chart
Ishares Tr Broad Usd High (USHY)	1.9	$3.4M		91k	37.02	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.9	$3.3M	+25%	33k	100.60	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.7	$3.0M		44k	67.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$2.2M	+18%	44k	50.58	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	1.3	$2.2M	+7%	96k	22.45	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$2.1M	+495%	25k	86.14	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.2	$2.0M		26k	77.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$1.7M		47k	36.84	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$1.5M	+3%	32k	46.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.4M		24k	59.69	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$1.4M	+5%	15k	93.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.3M		6.7k	197.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$1.2M	+8%	4.0k	306.30	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$1.2M	-7%	26k	45.70	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.6	$1.1M	+17%	22k	49.80	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.5	$944k	+3%	24k	39.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$850k		2.3k	370.07	View chart
Microsoft Corporation (MSFT)	0.4	$734k		2.0k	372.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$708k	-10%	18k	38.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$692k	-2%	1.9k	357.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$657k		880.00	746.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$599k		2.5k	242.99	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$590k	+9%	5.8k	102.16	View chart
Broadcom (AVGO)	0.3	$580k	-3%	1.5k	377.75	View chart
NVIDIA Corporation (NVDA)	0.3	$577k	-5%	2.9k	200.09	View chart
Amazon (AMZN)	0.3	$531k	+6%	2.2k	238.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$476k	+5%	952.00	500.39	View chart
Advanced Micro Devices (AMD)	0.3	$462k	NEW	795.00	580.91	View chart
JPMorgan Chase & Co. (JPM)	0.3	$452k	-3%	1.4k	327.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$421k		1.4k	300.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$421k		4.1k	103.88	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$400k	+7%	6.9k	57.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$395k		2.9k	136.72	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$369k		12k	32.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$335k	-7%	2.3k	148.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$309k	+15%	4.2k	73.41	View chart
Veracyte (VCYT)	0.2	$294k	NEW	5.0k	58.73	View chart
Meta Platforms Cl A (META)	0.2	$278k	+15%	493.00	563.29	View chart
Micron Technology (MU)	0.2	$277k	NEW	240.00	1154.38	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$242k		5.5k	44.03	View chart
Johnson & Johnson (JNJ)	0.1	$238k		935.00	253.97	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$237k		4.7k	50.35	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$230k		679.00	338.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$227k		2.7k	83.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$222k	NEW	3.3k	68.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$221k		1.4k	158.03	View chart
Costco Wholesale Corporation (COST)	0.1	$218k	+5%	233.00	935.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$216k		1.1k	189.65	View chart
Eli Lilly & Co. (LLY)	0.1	$215k	NEW	179.00	1200.42	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$214k		4.1k	52.60	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$211k	NEW	2.6k	81.94	View chart
McDonald's Corporation (MCD)	0.1	$207k	-3%	766.00	270.31	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 Q2 filed Aug. 10, 2026
DeLarme Wealth Management 2026 Q1 filed April 24, 2026
DeLarme Wealth Management 2025 Q4 filed Jan. 26, 2026

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