DeLarme Wealth Management

DeLarme Wealth Management as of June 30, 2026

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