# DeLarme Wealth Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2070361. Source: https://holderbook.com/funds/2070361-delarme-wealth-management-inc/

- Reported value: $172.5M
- Positions: 68
- Weight of the ten largest: 59.9%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $22.8M | 104,526 | 13.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $16.9M | 410,223 | 9.8% | 3 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $12.2M | 290,189 | 7.1% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.6M | 12,841 | 5.6% | 3 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $8.7M | 215,492 | 5.0% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $7.0M | 69,151 | 4.0% | 3 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $6.9M | 139,499 | 4.0% | 3 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $6.9M | 55,522 | 4.0% | 3 |
| ISHARES U S ETF TR | [MEAR](https://holderbook.com/stocks/MEAR/) | $6.4M | 127,864 | 3.7% | 3 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $5.8M | 108,113 | 3.4% | 3 |
| BLACKROCK ETF TRUST II | [CALI](https://holderbook.com/stocks/CALI/) | $4.9M | 96,404 | 2.8% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $4.3M | 34,794 | 2.5% | 3 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $4.3M | 51,763 | 2.5% | 3 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $4.0M | 10,982 | 2.3% | 3 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $3.9M | 37,384 | 2.2% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.4M | 11,830 | 2.0% | 3 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $3.4M | 90,790 | 1.9% | 3 |
| VANGUARD CALIF TAX FREE FDS | [VTEC](https://holderbook.com/stocks/VTEC/) | $3.3M | 32,557 | 1.9% | 3 |
| VANGUARD WHITEHALL FDS | [VWOB](https://holderbook.com/stocks/VWOB/) | $3.0M | 44,355 | 1.7% | 3 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $2.2M | 44,339 | 1.3% | 3 |
| BLACKROCK ETF TRUST II | [SHYM](https://holderbook.com/stocks/SHYM/) | $2.2M | 96,134 | 1.3% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.1M | 24,866 | 1.2% | 3 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $2.0M | 26,315 | 1.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $1.7M | 47,056 | 1.0% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $1.5M | 32,040 | 0.9% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.4M | 24,154 | 0.8% | 3 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $1.4M | 15,047 | 0.8% | 3 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.3M | 6,683 | 0.8% | 3 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $1.2M | 3,973 | 0.7% | 3 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $1.2M | 26,267 | 0.7% | 3 |
| BLACKROCK ETF TRUST II | [HIMU](https://holderbook.com/stocks/HIMU/) | $1.1M | 22,144 | 0.6% | 3 |
| TCW ETF TRUST | [FLXR](https://holderbook.com/stocks/FLXR/) | $944.4K | 24,085 | 0.5% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $849.7K | 2,296 | 0.5% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $733.6K | 1,967 | 0.4% | 3 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $707.5K | 18,240 | 0.4% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $691.5K | 1,935 | 0.4% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $657.3K | 880 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $598.7K | 2,464 | 0.3% | 3 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $590.3K | 5,778 | 0.3% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $580.2K | 1,536 | 0.3% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $577.3K | 2,885 | 0.3% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $530.5K | 2,226 | 0.3% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $476.4K | 952 | 0.3% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $461.8K | 795 | 0.3% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $452.4K | 1,382 | 0.3% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $421.2K | 1,402 | 0.2% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $420.9K | 4,052 | 0.2% | 3 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $400.0K | 6,940 | 0.2% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $395.1K | 2,890 | 0.2% | 3 |
| DBX ETF TR | [HDEF](https://holderbook.com/stocks/HDEF/) | $369.0K | 11,481 | 0.2% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $334.7K | 2,257 | 0.2% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $309.0K | 4,209 | 0.2% | 2 |
| VERACYTE INC | [VCYT](https://holderbook.com/stocks/VCYT/) | $293.6K | 5,000 | 0.2% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $277.7K | 493 | 0.2% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $277.1K | 240 | 0.2% | 1 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $242.2K | 5,500 | 0.1% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $237.5K | 935 | 0.1% | 3 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $236.7K | 4,701 | 0.1% | 3 |
| VANGUARD SCOTTSDALE FDS | [VONE](https://holderbook.com/stocks/VONE/) | $230.0K | 679 | 0.1% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $227.4K | 2,715 | 0.1% | 2 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $222.4K | 3,251 | 0.1% | 1 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $220.9K | 1,398 | 0.1% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $218.0K | 233 | 0.1% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $216.2K | 1,140 | 0.1% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $214.9K | 179 | 0.1% | 1 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $214.3K | 4,074 | 0.1% | 2 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $211.1K | 2,576 | 0.1% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $207.1K | 766 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.2% | +14.8% | -7.6% | 100% |
| Q1 2026 | +0.4% | -4.6% | +5.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $172.5M | 68 |
| Q1 2026 | $155.3M | 63 |
| Q4 2025 | $140.8M | 62 |