DeLarme Wealth Management

DeLarme Wealth Management as of Dec. 31, 2025

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