DeLarme Wealth Management, Inc.
CIK: 0002070361Latest portfolio: $140.8M · Q4 2025
Holdings
62
Total Value
$140.8M
New Positions
62
Closed Positions
0
Top Holdings
View All 62 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 100,969 | $19.3M | 13.69% | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 388,846 | $14.8M | 10.52% | |
| 3 | DFCFDIMENSIONAL ETF TRUST | 204,848 | $8.7M | 6.19% | |
| 4 | IVVISHARES TR | 12,217 | $8.4M | 5.94% | |
| 5 | DFAEDIMENSIONAL ETF TRUST | 205,468 | $6.7M | 4.75% | |
| 6 | VUSBVANGUARD BD INDEX FDS | 129,779 | $6.5M | 4.59% | |
| 7 | AVUVAMERICAN CENTY ETF TR | 62,384 | $6.4M | 4.52% | |
| 8 | MEARISHARES U S ETF TR | 118,296 | $6.0M | 4.23% | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 112,717 | $5.6M | 3.99% | |
| 10 | IWFISHARES TR | 8,578 | $4.1M | 2.88% | |
| 11 | DFASDIMENSIONAL ETF TRUST | 53,678 | $3.7M | 2.66% | |
| 12 | VBKVANGUARD INDEX FDS | 11,737 | $3.5M | 2.52% | |
| 13 | CALIBLACKROCK ETF TRUST II | 69,954 | $3.5M | 2.51% | |
| 14 | USHYISHARES TR | 92,506 | $3.5M | 2.46% | |
| 15 | SGOVISHARES TR | 31,793 | $3.2M | 2.27% | |
| 16 | AVDVAMERICAN CENTY ETF TR | 31,516 | $3.0M | 2.10% | |
| 17 | VWOBVANGUARD WHITEHALL FDS | 37,074 | $2.5M | 1.77% | |
| 18 | VUGVANGUARD INDEX FDS | 3,533 | $1.7M | 1.22% | |
| 19 | VCRBVANGUARD MALVERN FDS | 21,353 | $1.7M | 1.18% | |
| 20 | VTEBVANGUARD MUN BD FDS | 32,715 | $1.6M | 1.17% | |
| 21 | DFAXDIMENSIONAL ETF TRUST | 50,178 | $1.6M | 1.17% | |
| 22 | SHYMBLACKROCK ETF TRUST II | 71,816 | $1.6M | 1.13% | |
| 23 | VTECVANGUARD CALIF TAX FREE FDS | 15,182 | $1.5M | 1.08% | |
| 24 | AAPLAPPLE INC | 5,304 | $1.4M | 1.02% | |
| 25 | JCPBJ P MORGAN EXCHANGE TRADED F | 29,501 | $1.4M | 0.99% |
Sector Breakdown
Financial Services0.0% ($1.9284148188718835e+158T)
Technology0.0% ($1442.9T)
Unknown0.0% ($1.5T)
Communication Services0.0% ($620.3M)
Consumer Cyclical0.0% ($459.2M)
Healthcare0.0% ($252.2M)
Energy0.0% ($355K)
Consumer Defensive0.0% ($209K)
Industrials0.0% ($206K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 26, 2026 | $140.8M | 62 |
Fund Information
DeLarme Wealth Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $140.8M across 62 holdings. The largest position is VANGUARD INDEX FDS (VTV), representing 13.7% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.