DeLarme Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), DeLarme Wealth Management, Inc. reported 68 stock positions worth $172.5 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.2% of the portfolio, followed by Dimensional International (DFAI, 9.8%) and Dimensional Core Fixed (DFCF, 7.1%). Compared with Q1 2026, it opened 6 new positions, sold out of 1, added to 36 and reduced 18. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale Dimensional International Va (DFIV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PALOS VERDES ESTATES, CA
- CIK
- 0002070361
- Portfolio Value
- $172.5M (Q2 2026)
- SEC Filing
- 0001754960-26-000719 ↗ filed Aug 10, 2026
Holdings Value
Holdings 68 stocks · $172.5M
| VTV Vanguard Mrngstr Val ETF-Aui | 13.21% | 104,526 | $22.8M | Add +2.0% |
| DFAI Dimensional International Co. | 9.81% | 410,223 | $16.9M | Add +2.4% |
| DFCF Dimensional Core Fixed Inc. | 7.10% | 290,189 | $12.2M | Add +11.7% |
| IVV iShares Core S&P 500 ETF | 5.58% | 12,841 | $9.6M | Add +1.1% |
| DFAE Dimensional Emerging Core Eq | 5.02% | 215,492 | $8.7M | Reduce -1.0% |
| SGOV iShares 0-3 Month Treasury B | 4.04% | 69,151 | $7.0M | Add +5.7% |
| VUSB Vanguard Ultra Short Bond Et | 4.03% | 139,499 | $6.9M | Add +4.4% |
| AVUV Avantis US Small Cap Value | 4.02% | 55,522 | $6.9M | Reduce -3.6% |
| MEAR Ishrs Short Mat Muni Act ETF | 3.74% | 127,864 | $6.4M | Add +2.5% |
| DFIV Dimensional International Va | 3.39% | 108,113 | $5.8M | Reduce -3.0% |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 2.82% | 96,404 | $4.9M | Add +8.1% |
| IWF iShares Russell 1000 Growth | 2.51% | 34,794 | $4.3M | Add +0.5% |
| DFAS Dimensional US Small Cap ETF | 2.47% | 51,763 | $4.3M | Reduce -0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.33% | 10,982 | $4.0M | Reduce -2.9% |
| AVDV Avantis Intl S/C Value ETF | 2.23% | 37,384 | $3.9M | Add +4.0% |
| AAPL Apple Inc. | 1.98% | 11,830 | $3.4M | Add +1.2% |
| USHY iShares Broad Usd High Yield | 1.95% | 90,790 | $3.4M | Reduce -0.4% |
| VTEC Vanguard Ca Tax-Ex Bond | 1.90% | 32,557 | $3.3M | Add +25.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.73% | 44,355 | $3.0M | Add +1.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.30% | 44,339 | $2.2M | Add +18.2% |
| SHYM iShares Short Duration High | 1.25% | 96,134 | $2.2M | Add +7.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.24% | 24,866 | $2.1M | Reduce -0.8% |
| VCRB Vanguard Core Bond ETF | 1.18% | 26,315 | $2.0M | Add +0.3% |
| DFAX Dimensional World Ex US Core | 1.01% | 47,056 | $1.7M | Reduce -0.8% |
| JCPB JPMorgan Core Plus Bond ETF | 0.87% | 32,040 | $1.5M | Add +3.5% |
| VWO Vanguard Ftse Emerging Marke | 0.84% | 24,154 | $1.4M | Reduce -0.9% |
| VIGI Vanguard Int Div App Indx FD | 0.81% | 15,047 | $1.4M | Add +5.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.77% | 6,683 | $1.3M | Add +1.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.71% | 3,973 | $1.2M | Add +8.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.70% | 26,267 | $1.2M | Reduce -7.5% |
| HIMU iShares High Yild Muni A ETF | 0.64% | 22,144 | $1.1M | Add +17.3% |
| FLXR TCW Flexible Income ETF | 0.55% | 24,085 | $944K | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 2,296 | $850K | Add +0.0% |
| MSFT Microsoft Corp. | 0.43% | 1,967 | $734K | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.41% | 18,240 | $708K | Reduce -10.5% |
| GOOGL Alphabet Inc. Class A | 0.40% | 1,935 | $692K | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 880 | $657K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.35% | 2,464 | $599K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.34% | 5,778 | $590K | Add +9.7% |
| AVGO Broadcom Inc. | 0.34% | 1,536 | $580K | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.33% | 2,885 | $577K | Reduce -5.7% |
| AMZN Amazon.com Inc. | 0.31% | 2,226 | $531K | Add +6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 952 | $476K | Add +5.5% |
| AMD Advanced Micro Devices | 0.27% | 795 | $462K | New |
| JPM JPMorgan Chase & Co. | 0.26% | 1,382 | $452K | Reduce -3.3% |
| IWM iShares Russell 2000 ETF | 0.24% | 1,402 | $421K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.24% | 4,052 | $421K | Add +0.4% |
| CMF iShares California Muni Bond | 0.23% | 6,940 | $400K | Add +7.2% |
| XOM Exxon Mobil Corp. | 0.23% | 2,890 | $395K | Add +1.6% |
| HDEF Xtrackers MSCI Eafe High Div | 0.21% | 11,481 | $369K | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 2,257 | $335K | Reduce -7.7% |
| BND Vanguard Total Bond Market | 0.18% | 4,209 | $309K | Add +15.4% |
| VCYT Veracyte Inc. | 0.17% | 5,000 | $294K | New |
| META Meta Platforms Inc. Class A | 0.16% | 493 | $278K | Add +15.2% |
| MU Micron Technology Inc. | 0.16% | 240 | $277K | New |
| XLRE SS Real Estate Select Sector | 0.14% | 5,500 | $242K | Add +1.8% |
| JNJ Johnson & Johnson | 0.14% | 935 | $237K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.14% | 4,701 | $237K | No change |
| VONE Vanguard Russell 1000 | 0.13% | 679 | $230K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 2,715 | $227K | No change |
| EEM iShares MSCI Emerging Market | 0.13% | 3,251 | $222K | New |
| VYM Vanguard High DVD Yield ETF | 0.13% | 1,398 | $221K | No change |
| COST Costco Wholesale Corp. | 0.13% | 233 | $218K | Add +5.9% |
| RTX RTX Corp. | 0.13% | 1,140 | $216K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.12% | 179 | $215K | New |
| MUNI PIMCO Intermediate Municipal | 0.12% | 4,074 | $214K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 2,576 | $211K | New |
| MCD McDonald's Corp. | 0.12% | 766 | $207K | Reduce -3.5% |
Portfolio Sells Q1 2026 → Q2 2026
| DFIV Dimensional International Va | Reduce -3.0% | 3.39% | −0.40 |
| USHY iShares Broad Usd High Yield | Reduce -0.4% | 1.95% | −0.21 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.13 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -7.5% | 0.70% | −0.12 |
| AVUV Avantis US Small Cap Value | Reduce -3.6% | 4.02% | −0.08 |
| DFSV Dimensional US Small Cap Val | Reduce -10.5% | 0.41% | −0.05 |
| MCD McDonald's Corp. | Reduce -3.5% | 0.12% | −0.04 |
| DFAX Dimensional World Ex US Core | Reduce -0.8% | 1.01% | −0.03 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -0.3% | 0.21% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 0.84% | −0.01 |
| NVDA Nvidia Corp. | Reduce -5.7% | 0.33% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -3.3% | 0.26% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.7% | 0.19% | −0.00 |
| AVGO Broadcom Inc. | Reduce -3.3% | 0.34% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 0.40% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 1.24% | +0.07 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.6% | 2.47% | +0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.9% | 2.33% | +0.13 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.0% | 5.02% | +0.28 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | New | 0.27% | +0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.0% | 13.21% | +0.26 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +25.8% | 1.90% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +1.1% | 5.58% | +0.23 |
| VCYT Veracyte Inc. | New | 0.17% | +0.17 |
| MU Micron Technology Inc. | New | 0.16% | +0.16 |
| EEM iShares MSCI Emerging Market | New | 0.13% | +0.13 |
| IWF iShares Russell 1000 Growth | Add +0.5% | 2.51% | +0.13 |
| LLY Eli Lilly & Co. | New | 0.12% | +0.12 |
| DFUS Dimensional US Eq MKT ETF | New | 0.12% | +0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.7% | 0.71% | +0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +18.2% | 1.30% | +0.10 |
| AAPL Apple Inc. | Add +1.2% | 1.98% | +0.07 |
| HIMU iShares High Yild Muni A ETF | Add +17.3% | 0.64% | +0.06 |
| DFCF Dimensional Core Fixed Inc. | Add +11.7% | 7.10% | +0.04 |
| AMZN Amazon.com Inc. | Add +6.7% | 0.31% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.24% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 0.49% | +0.02 |
| BND Vanguard Total Bond Market | Add +15.4% | 0.18% | +0.01 |
| VIGI Vanguard Int Div App Indx FD | Add +5.8% | 0.81% | +0.00 |
| META Meta Platforms Inc. Class A | Add +15.2% | 0.16% | +0.00 |
| XLRE SS Real Estate Select Sector | Add +1.8% | 0.14% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.5% | 0.28% | −0.00 |
| CMF iShares California Muni Bond | Add +7.2% | 0.23% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.4% | 0.24% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +9.7% | 0.34% | −0.01 |
| SHYM iShares Short Duration High | Add +7.9% | 1.25% | −0.01 |
| COST Costco Wholesale Corp. | Add +5.9% | 0.13% | −0.01 |
| RTX RTX Corp. | Add +0.5% | 0.13% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.0% | 0.77% | −0.02 |
| FLXR TCW Flexible Income ETF | Add +3.5% | 0.55% | −0.04 |
| MSFT Microsoft Corp. | Add +0.3% | 0.43% | −0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Add +3.5% | 0.87% | −0.07 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Add +8.1% | 2.82% | −0.07 |
| AVDV Avantis Intl S/C Value ETF | Add +4.0% | 2.23% | −0.08 |
| XOM Exxon Mobil Corp. | Add +1.6% | 0.23% | −0.08 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +1.5% | 1.73% | −0.12 |
| VCRB Vanguard Core Bond ETF | Add +0.3% | 1.18% | −0.13 |
| SGOV iShares 0-3 Month Treasury B | Add +5.7% | 4.04% | −0.21 |
| DFAI Dimensional International Co. | Add +2.4% | 9.81% | −0.24 |
| VUSB Vanguard Ultra Short Bond Et | Add +4.4% | 4.03% | −0.26 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +2.5% | 3.74% | −0.31 |