DeLarme Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, DeLarme Wealth Management, Inc. held in its portfolio 62 assets valued at $140,814,684 (i.e. $140.82M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($19.28M), DIMENSIONAL ETF TRUST ($14.82M), and DIMENSIONAL ETF TRUST ($8.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DeLarme Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 100969 | 19284041 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 388846 | 14818921 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 204848 | 8718321 | CORE FIXED INCOM |
| ISHARES TR | 12217 | 8367830 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 205468 | 6692093 | EMGR CRE EQT MNG |
| VANGUARD BD INDEX FDS | 129779 | 6468202 | VANGUARD ULTRA |
| AMERICAN CENTY ETF TR | 62384 | 6361898 | US SML CP VALU |
| ISHARES U S ETF TR | 118296 | 5952637 | SHORT MATURITY M |
| DIMENSIONAL ETF TRUST | 112717 | 5624559 | INTERNATNAL VAL |
| ISHARES TR | 8578 | 4059967 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 53678 | 3739766 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 11737 | 3546015 | SML CP GRW ETF |
| BLACKROCK ETF TRUST II | 69954 | 3529879 | ISHARES SHORT-TE |
| ISHARES TR | 92506 | 3459256 | BROAD USD HIGH |
| ISHARES TR | 31793 | 3191366 | 0-3 MNTH TREASRY |
| AMERICAN CENTY ETF TR | 31516 | 2961516 | INTL SMCP VLU |
| VANGUARD WHITEHALL FDS | 37074 | 2499900 | EM MK GOV BD ETF |
| VANGUARD INDEX FDS | 3533 | 1723609 | GROWTH ETF |
| VANGUARD MALVERN FDS | 21353 | 1663292 | CORE BD ETF |
| VANGUARD MUN BD FDS | 32715 | 1645237 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 50178 | 1642325 | WORLD EX US CORE |
| BLACKROCK ETF TRUST II | 71816 | 1595752 | SHORT DURATION H |
| VANGUARD CALIF TAX FREE FDS | 15182 | 1522147 | TAX EXEMPT BD FD |
| APPLE INC | 5304 | 1442054 | COM |
| J P MORGAN EXCHANGE TRADED F | 29501 | 1396872 | CORE PLUS BD ETF |
| AMPLIFY ETF TR | 30712 | 1366674 | CWP ENHANCED DIV |
| VANGUARD INTL EQUITY INDEX F | 23914 | 1285617 | FTSE EMR MKT ETF |
| VANGUARD WHITEHALL FDS | 13754 | 1257803 | INTL DVD ETF |
| VANGUARD INDEX FDS | 6473 | 1148116 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 3709 | 1035330 | MCAP GR IDXVIP |
| MICROSOFT CORP | 1877 | 907723 | COM |
| TCW ETF TRUST | 22411 | 887476 | FLEXIBLE INCOME |
| VANGUARD INDEX FDS | 2288 | 767061 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 20560 | 676218 | US SMALL CAP VAL |
| ALPHABET INC | 1981 | 620053 | CAP STK CL A |
| BROADCOM INC | 1665 | 576257 | COM |
| VANGUARD INDEX FDS | 2486 | 526510 | SM CP VAL ETF |
| NVIDIA CORPORATION | 2720 | 507280 | COM |
| BLACKROCK ETF TRUST II | 10319 | 502331 | ISHARES HIGH YIE |
| AMAZON COM INC | 1992 | 459793 | COM |
| BERKSHIRE HATHAWAY INC DEL | 900 | 452385 | CL B NEW |
| JPMORGAN CHASE & CO. | 1404 | 452245 | COM |
| ISHARES TR | 4661 | 447570 | MSCI EAFE ETF |
| SPDR S&P 500 ETF TR | 609 | 415230 | TR UNIT |
| DBX ETF TR | 12256 | 379813 | XTRACK MSCI EAFE |
| EXXON MOBIL CORP | 2953 | 355364 | COM |
| ISHARES TR | 6070 | 348782 | CALIF MUN BD ETF |
| ISHARES TR | 1400 | 344550 | RUSSELL 2000 ETF |
| ISHARES TR | 2557 | 307298 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 830 | 261284 | LARGE CAP ETF |
| ISHARES TR | 2490 | 254951 | 0-5 YR TIPS ETF |
| META PLATFORMS INC | 385 | 254135 | CL A |
| VERACYTE INC | 6000 | 252600 | COM |
| MCDONALDS CORP | 811 | 247866 | COM |
| WISDOMTREE TR | 4773 | 240174 | FLOATNG RAT TREA |
| JOHNSON & JOHNSON | 1038 | 214814 | COM |
| SPDR SERIES TRUST | 1518 | 211290 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 679 | 209838 | VNG RUS1000IDX |
| COSTCO WHSL CORP NEW | 243 | 209557 | COM |
| RTX CORPORATION | 1128 | 206894 | COM |
| VANGUARD WHITEHALL FDS | 1398 | 200641 | HIGH DIV YLD |
| BLACKROCK DEBT STRATEGIES FD | 11366 | 115706 | COM NEW |
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