DeLarme Wealth Management, Inc. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$140.8M
Holdings
62
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | 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% | |
| 26 | DIVOAMPLIFY ETF TR | 30,712 | $1.4M | 0.97% | |
| 27 | VWOVANGUARD INTL EQUITY INDEX F | 23,914 | $1.3M | 0.91% | |
| 28 | VIGIVANGUARD WHITEHALL FDS | 13,754 | $1.3M | 0.89% | |
| 29 | VOEVANGUARD INDEX FDS | 6,473 | $1.1M | 0.82% | |
| 30 | VOTVANGUARD INDEX FDS | 3,709 | $1.0M | 0.74% | |
| 31 | MSFTMICROSOFT CORP | 1,877 | $907K | 0.64% | |
| 32 | FLXRTCW ETF TRUST | 22,411 | $887K | 0.63% | |
| 33 | VTIVANGUARD INDEX FDS | 2,288 | $767K | 0.54% | |
| 34 | DFSVDIMENSIONAL ETF TRUST | 20,560 | $676K | 0.48% | |
| 35 | GOOGLALPHABET INC | 1,981 | $620K | 0.44% | |
| 36 | AVGOBROADCOM INC | 1,665 | $576K | 0.41% | |
| 37 | VBRVANGUARD INDEX FDS | 2,486 | $526K | 0.37% | |
| 38 | NVDANVIDIA CORPORATION | 2,720 | $507K | 0.36% | |
| 39 | HIMUBLACKROCK ETF TRUST II | 10,319 | $502K | 0.36% | |
| 40 | AMZNAMAZON COM INC | 1,992 | $459K | 0.33% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 900 | $452K | 0.32% | |
| 42 | JPMJPMORGAN CHASE & CO. | 1,404 | $452K | 0.32% | |
| 43 | EFAISHARES TR | 4,661 | $447K | 0.32% | |
| 44 | SPYSPDR S&P 500 ETF TR | 609 | $415K | 0.29% | |
| 45 | HDEFDBX ETF TR | 12,256 | $379K | 0.27% | |
| 46 | XOMEXXON MOBIL CORP | 2,953 | $355K | 0.25% | |
| 47 | CMFISHARES TR | 6,070 | $348K | 0.25% | |
| 48 | IWMISHARES TR | 1,400 | $344K | 0.24% | |
| 49 | IJRISHARES TR | 2,557 | $307K | 0.22% | |
| 50 | VVVANGUARD INDEX FDS | 830 | $261K | 0.19% | |
| 51 | STIPISHARES TR | 2,490 | $254K | 0.18% | |
| 52 | METAMETA PLATFORMS INC | 385 | $254K | 0.18% | |
| 53 | VCYTVERACYTE INC | 6,000 | $252K | 0.18% | |
| 54 | MCDMCDONALDS CORP | 811 | $247K | 0.18% | |
| 55 | USFRWISDOMTREE TR | 4,773 | $240K | 0.17% | |
| 56 | JNJJOHNSON & JOHNSON | 1,038 | $214K | 0.15% | |
| 57 | SDYSPDR SERIES TRUST | 1,518 | $211K | 0.15% | |
| 58 | VONEVANGUARD SCOTTSDALE FDS | 679 | $209K | 0.15% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 243 | $209K | 0.15% | |
| 60 | RTXRTX CORPORATION | 1,128 | $206K | 0.15% | |
| 61 | VYMVANGUARD WHITEHALL FDS | 1,398 | $200K | 0.14% | |
| 62 | DSUBLACKROCK DEBT STRATEGIES FD | 11,366 | $115K | 0.08% |