DeLarme Wealth Management, Inc.

Est. AUM

$155.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$20.1M	102494	12.95%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15.6M	400792	10.06%	SOLE
3	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$11.0M	259828	7.07%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$8.3M	12701	5.34%	SOLE
5	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$7.4M	217654	4.75%	SOLE
6	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$6.7M	133611	4.28%	SOLE
7	ISHARES TR	0-3 MNTH TREASRY	$6.6M	65440	4.24%	SOLE
8	AMERICAN CENTY ETF TR	US SML CP VALU	$6.4M	57608	4.10%	SOLE
9	ISHARES U S ETF TR	SHORT MATURITY M	$6.3M	124805	4.05%	SOLE
10	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.9M	111474	3.79%	SOLE
11	BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$4.5M	89165	2.90%	SOLE
12	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.7M	52057	2.39%	SOLE
13	ISHARES TR	RUS 1000 GRW ETF	$3.7M	8654	2.38%	SOLE
14	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.6M	35965	2.31%	SOLE
15	VANGUARD INDEX FDS	SML CP GRW ETF	$3.4M	11304	2.20%	SOLE
16	ISHARES TR	BROAD USD HIGH	$3.4M	91150	2.16%	SOLE
17	APPLE INC	COM	$3.0M	11687	1.91%	SOLE
18	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.9M	43707	1.85%	SOLE
19	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$2.6M	25885	1.65%	SOLE
20	VANGUARD MALVERN FDS	CORE BD ETF	$2.0M	26240	1.31%	SOLE
21	BLACKROCK ETF TRUST II	SHORT DURATION H	$2.0M	89076	1.26%	SOLE
22	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.9M	37507	1.21%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$1.8M	4177	1.17%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	47429	1.04%	SOLE
25	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$1.5M	30950	0.94%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	24370	0.85%	SOLE
27	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.3M	28391	0.82%	SOLE
28	VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.3M	14217	0.81%	SOLE
29	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	6614	0.79%	SOLE
30	VANGUARD INDEX FDS	MCAP GR IDXVIP	$941K	3655	0.61%	SOLE
31	TCW ETF TRUST	FLEXIBLE INCOME	$914K	23280	0.59%	SOLE
32	BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$906K	18885	0.58%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$736K	2295	0.47%	SOLE
34	MICROSOFT CORP	COM	$726K	1962	0.47%	SOLE
35	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$714K	20385	0.46%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$572K	880	0.37%	SOLE
37	ALPHABET INC	CAP STK CL A	$570K	1983	0.37%	SOLE
38	ISHARES TR	0-5 YR TIPS ETF	$545K	5265	0.35%	SOLE
39	VANGUARD INDEX FDS	SM CP VAL ETF	$535K	2464	0.34%	SOLE
40	NVIDIA CORPORATION	COM	$534K	3060	0.34%	SOLE
41	BROADCOM INC	COM	$492K	1589	0.32%	SOLE
42	EXXON MOBIL CORP	COM	$483K	2846	0.31%	SOLE
43	AMAZON COM INC	COM	$434K	2086	0.28%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$432K	902	0.28%	SOLE
45	JPMORGAN CHASE & CO	COM	$420K	1429	0.27%	SOLE
46	ISHARES TR	MSCI EAFE ETF	$392K	4036	0.25%	SOLE
47	DBX ETF TR	XTRACK MSCI EAFE	$373K	11521	0.24%	SOLE
48	ISHARES TR	CALIF MUN BD ETF	$368K	6475	0.24%	SOLE
49	ISHARES TR	RUSSELL 2000 ETF	$347K	1401	0.22%	SOLE
50	ISHARES TR	CORE S&P SCP ETF	$304K	2444	0.20%	SOLE

1–50 of 63

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.