Institutions / DeLarme Wealth Management, Inc.

DeLarme Wealth Management, Inc.

CIK 2070361 · Institution · as of Dec 31, 2025

Portfolio value

$140.81M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 62 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$19.28M	100,969	13.7%
Dimensional ETF Trust	—	$14.82M	388,846	10.5%
Dimensional ETF Trust	—	$8.72M	204,848	6.2%
iShares Tr	—	$8.37M	12,217	5.9%
Dimensional ETF Trust	—	$6.69M	205,468	4.8%
Vanguard Bd Index Fds	—	$6.47M	129,779	4.6%
American Centy ETF Tr	—	$6.36M	62,384	4.5%
iShares U S ETF Tr	—	$5.95M	118,296	4.2%
Dimensional ETF Trust	—	$5.62M	112,717	4.0%
iShares Tr	—	$4.06M	8,578	2.9%
Dimensional ETF Trust	—	$3.74M	53,678	2.7%
Vanguard Index Fds	—	$3.55M	11,737	2.5%
BlackRock ETF Trust II	—	$3.53M	69,954	2.5%
iShares Tr	—	$3.46M	92,506	2.5%
iShares Tr	—	$3.19M	31,793	2.3%
American Centy ETF Tr	—	$2.96M	31,516	2.1%
Vanguard Whitehall Fds	—	$2.50M	37,074	1.8%
Vanguard Index Fds	—	$1.72M	3,533	1.2%
Vanguard Malvern Fds	—	$1.66M	21,353	1.2%
Vanguard Mun Bd Fds	—	$1.65M	32,715	1.2%
Dimensional ETF Trust	—	$1.64M	50,178	1.2%
BlackRock ETF Trust II	—	$1.60M	71,816	1.1%
Vanguard Calif Tax Free Fds	—	$1.52M	15,182	1.1%
Apple Inc.	—	$1.44M	5,304	1.0%
J P Morgan Exchange Traded F	—	$1.40M	29,501	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.