DeLarme Wealth Management, Inc.
13F Reported Value
ⓘ$155.3M
Holdings
63
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
DeLarme Wealth Management, Inc. disclosed 63 positions worth $155.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $STT and a full exit from $VCYT. The portfolio is most concentrated in Other (92.4% of disclosed assets). All figures are sourced directly from DeLarme Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 2070361.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$20.1M102,494 shDIMENSIONAL ETF TRUST
—Quality
$15.6M400,792 shDIMENSIONAL ETF TRUST
—Quality
$11.0M259,828 shISHARES TR
—Quality
$8.3M12,701 shDIMENSIONAL ETF TRUST
—Quality
$7.4M217,654 shVANGUARD BD INDEX FDS
—Quality
$6.7M133,611 shISHARES TR
—Quality
$6.6M65,440 shAMERICAN CENTY ETF TR
—Quality
$6.4M57,608 shISHARES U S ETF TR
—Quality
$6.3M124,805 shDIMENSIONAL ETF TRUST
—Quality
$5.9M111,474 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $20.1M | 102,494 |
| DIMENSIONAL ETF TRUST | — | $15.6M | 400,792 |
| DIMENSIONAL ETF TRUST | — | $11.0M | 259,828 |
| ISHARES TR | — | $8.3M | 12,701 |
| DIMENSIONAL ETF TRUST | — | $7.4M | 217,654 |
| VANGUARD BD INDEX FDS | — | $6.7M | 133,611 |
| ISHARES TR | — | $6.6M | 65,440 |
| AMERICAN CENTY ETF TR | — | $6.4M | 57,608 |
| ISHARES U S ETF TR | — | $6.3M | 124,805 |
| DIMENSIONAL ETF TRUST | — | $5.9M | 111,474 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DeLarme Wealth Management, Inc.'s 63 positions.
Showing top 10 of 63 holdings.
Sector Allocation
Other
$143.5M
Technology
$8.6M
Financials
$1.3M
Consumer Discretionary
$900,451
Energy
$482,852
Healthcare
$228,551
Industrials
$218,805
Full Holdings — DeLarme Wealth Management, Inc. (Q1 2026)
All 63 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $20.1M | 12.9% | +2% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $15.6M | 10.1% | +3% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $11.0M | 7.1% | +27% | — |
| 4 | — | ISHARES TR | $8.3M | 5.3% | +4% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $7.4M | 4.8% | +6% | — |
| 6 | — | VANGUARD BD INDEX FDS | $6.7M | 4.3% | +3% | — |
| 7 | — | ISHARES TR | $6.6M | 4.2% | +106% | — |
| 8 | — | AMERICAN CENTY ETF TR | $6.4M | 4.1% | -8% | — |
| 9 | — | ISHARES U S ETF TR | $6.3M | 4.0% | +6% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $5.9M | 3.8% | -1% | — |
| 11 | — | BLACKROCK ETF TRUST II | $4.5M | 2.9% | +27% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $3.7M | 2.4% | -3% | — |
| 13 | — | ISHARES TR | $3.7M | 2.4% | +1% | — |
| 14 | — | AMERICAN CENTY ETF TR | $3.6M | 2.3% | +14% | — |
| 15 | — | VANGUARD INDEX FDS | $3.4M | 2.2% | -4% | — |
| 16 | — | ISHARES TR | $3.4M | 2.2% | -1% | — |
| 17 |  $AAPL | Apple Inc. | $3.0M | 1.9% | +120% | 76.1 |
| 18 |  $SNPS | SYNOPSYS INC | $2.9M | 1.9% | +18% | 63.1 |
| 19 | — | VANGUARD CALIF TAX FREE FDS | $2.6M | 1.6% | +70% | — |
| 20 | — | VANGUARD MALVERN FDS | $2.0M | 1.3% | +23% | — |
| 21 | — | BLACKROCK ETF TRUST II | $2.0M | 1.3% | +24% | — |
| 22 | — | VANGUARD MUN BD FDS | $1.9M | 1.2% | +15% | — |
| 23 | — | VANGUARD INDEX FDS | $1.8M | 1.2% | +18% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $1.6M | 1.0% | -5% | — |
| 25 | — | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.9% | +5% | — |
| 26 | — | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.8% | +2% | — |
| 27 | — | AMPLIFY ETF TR | $1.3M | 0.8% | -8% | — |
| 28 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.8% | +3% | — |
| 29 | — | VANGUARD INDEX FDS | $1.2M | 0.8% | +2% | — |
| 30 | — | VANGUARD INDEX FDS | $940,614 | 0.6% | -1% | — |
| 31 | — | TCW ETF TRUST | $914,206 | 0.6% | +4% | — |
| 32 | — | BLACKROCK ETF TRUST II | $906,116 | 0.6% | +83% | — |
| 33 | — | VANGUARD INDEX FDS | $736,345 | 0.5% | +0% | — |
| 34 |  $MSFT | MICROSOFT CORP | $726,375 | 0.5% | +5% | 83.7 |
| 35 | — | DIMENSIONAL ETF TRUST | $714,290 | 0.5% | -1% | — |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $572,055 | 0.4% | +44% | — |
| 37 |  $GOOG | Alphabet Inc. | $570,231 | 0.4% | +0% | 80.2 |
| 38 | — | ISHARES TR | $544,559 | 0.3% | +111% | — |
| 39 | — | VANGUARD INDEX FDS | $535,304 | 0.3% | -1% | — |
| 40 |  $NVDA | NVIDIA CORP | $533,664 | 0.3% | +13% | 90.2 |
| 41 |  $AVGO | Broadcom Inc. | $491,811 | 0.3% | -5% | 86.4 |
| 42 |  $XOM | EXXON MOBIL CORP | $482,852 | 0.3% | -4% | 61.8 |
| 43 |  $AMZN | AMAZON COM INC | $434,451 | 0.3% | +5% | 74.6 |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $432,238 | 0.3% | +0% | 64.5 |
| 45 |  $JPM | JPMORGAN CHASE & CO | $420,468 | 0.3% | +2% | 35.6 |
| 46 | — | ISHARES TR | $391,990 | 0.3% | -13% | — |
| 47 | — | DBX ETF TR | $373,396 | 0.2% | -6% | — |
| 48 | — | ISHARES TR | $368,169 | 0.2% | +7% | — |
| 49 | — | ISHARES TR | $347,352 | 0.2% | +0% | — |
| 50 | — | ISHARES TR | $303,839 | 0.2% | -4% | — |
| 51 | — | VANGUARD BD INDEX FDS | $268,491 | 0.2% | -97% | — |
| 52 |  $MCD | MCDONALDS CORP | $246,767 | 0.2% | -2% | 73.9 |
| 53 |  $META | Meta Platforms, Inc. | $244,872 | 0.2% | +11% | 80.9 |
| 54 |  $WT | WisdomTree, Inc. | $236,648 | 0.1% | -2% | 62.9 |
| 55 |  $JNJ | JOHNSON & JOHNSON | $228,551 | 0.1% | -10% | 72.8 |
| 56 |  $STT | STATE STREET CORP | $220,604 | 0.1% | NEW | 61.5 |
| 57 |  $COST | COSTCO WHOLESALE CORP /NEW | $219,233 | 0.1% | -9% | 67 |
| 58 |  $RTX | RTX Corp | $218,805 | 0.1% | +1% | 70 |
| 59 | — | PIMCO ETF TR | $212,622 | 0.1% | NEW | — |
| 60 | — | VANGUARD WHITEHALL FDS | $207,044 | 0.1% | +0% | — |
| 61 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $204,672 | 0.1% | NEW | 60.5 |
| 62 | — | VANGUARD INTL EQUITY INDEX F | $203,897 | 0.1% | -89% | — |
| 63 | — | VANGUARD SCOTTSDALE FDS | $200,386 | 0.1% | +0% | — |
New Positions (3)
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AI-Powered Hedge Fund Analysis: DeLarme Wealth Management, Inc.
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