DeLarme Wealth Management, Inc.

CIK 0002070361 · PALOS VERDES ESTATES, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

DeLarme Wealth Management, Inc. reported 68 positions worth $172.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VTV (13.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$172.5M
2026 Q2
Positions
68
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.9%
Est. Net Flow (Q)
2026 Q2
10 / 68 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTVVANGUARD INDEX FDSSH$22.8M13.21%104,526
2DFAIDIMENSIONAL ETF TRUSTSH$16.9M9.81%410,223
3DFCFDIMENSIONAL ETF TRUSTSH$12.2M7.10%290,189
4IVVISHARES TRSH$9.6M5.58%12,841
5DFAEDIMENSIONAL ETF TRUSTSH$8.7M5.02%215,492
6SGOVISHARES TRSH$7.0M4.04%69,151
7VUSBVANGUARD BD INDEX FDSSH$6.9M4.03%139,499
8AVUVAMERICAN CENTY ETF TRSH$6.9M4.02%55,522
9MEARISHARES U S ETF TRSH$6.4M3.74%127,864
10DFIVDIMENSIONAL ETF TRUSTSH$5.8M3.39%108,113

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DeLarme Wealth Management, Inc. hold as of Q2 2026?

DeLarme Wealth Management, Inc. reported 68 positions worth $172.5M in its Q2 2026 13F filing. Largest positions: VTV (13.2%), DFAI (9.8%), DFCF (7.1%), IVV (5.6%) and DFAE (5.0%).

What did DeLarme Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DeLarme Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.