DeLarme Wealth Management

DeLarme Wealth Management as of March 31, 2026

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