DeLarme Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), DeLarme Wealth Management, Inc. reported 62 stock positions worth $140.8 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.7% of the portfolio, followed by Dimensional International (DFAI, 10.5%) and Dimensional Core Fixed (DFCF, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- PALOS VERDES ESTATES, CA
- CIK
- 0002070361
- Portfolio Value
- $140.8M (Q4 2025)
- SEC Filing
- 0001754960-26-000112 ↗ filed Jan 26, 2026
Holdings Value
Holdings 62 stocks · $140.8M
| VTV Vanguard Mrngstr Val ETF-Aui | 13.69% | 100,969 | $19.3M | — |
| DFAI Dimensional International Co. | 10.52% | 388,846 | $14.8M | — |
| DFCF Dimensional Core Fixed Inc. | 6.19% | 204,848 | $8.7M | — |
| IVV iShares Core S&P 500 ETF | 5.94% | 12,217 | $8.4M | — |
| DFAE Dimensional Emerging Core Eq | 4.75% | 205,468 | $6.7M | — |
| VUSB Vanguard Ultra Short Bond Et | 4.59% | 129,779 | $6.5M | — |
| AVUV Avantis US Small Cap Value | 4.52% | 62,384 | $6.4M | — |
| MEAR Ishrs Short Mat Muni Act ETF | 4.23% | 118,296 | $6.0M | — |
| DFIV Dimensional International Va | 3.99% | 112,717 | $5.6M | — |
| IWF iShares Russell 1000 Growth | 2.88% | 8,578 | $4.1M | — |
| DFAS Dimensional US Small Cap ETF | 2.66% | 53,678 | $3.7M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.52% | 11,737 | $3.5M | — |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 2.51% | 69,954 | $3.5M | — |
| USHY iShares Broad Usd High Yield | 2.46% | 92,506 | $3.5M | — |
| SGOV iShares 0-3 Month Treasury B | 2.27% | 31,793 | $3.2M | — |
| AVDV Avantis Intl S/C Value ETF | 2.10% | 31,516 | $3.0M | — |
| VWOB Vanguard Emerg MKTS Gov BND | 1.78% | 37,074 | $2.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.22% | 3,533 | $1.7M | — |
| VCRB Vanguard Core Bond ETF | 1.18% | 21,353 | $1.7M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.17% | 32,715 | $1.6M | — |
| DFAX Dimensional World Ex US Core | 1.17% | 50,178 | $1.6M | — |
| SHYM iShares Short Duration High | 1.13% | 71,816 | $1.6M | — |
| VTEC Vanguard Ca Tax-Ex Bond | 1.08% | 15,182 | $1.5M | — |
| AAPL Apple Inc. | 1.02% | 5,304 | $1.4M | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.99% | 29,501 | $1.4M | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.97% | 30,712 | $1.4M | — |
| VWO Vanguard Ftse Emerging Marke | 0.91% | 23,914 | $1.3M | — |
| VIGI Vanguard Int Div App Indx FD | 0.89% | 13,754 | $1.3M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.82% | 6,473 | $1.1M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.74% | 3,709 | $1.0M | — |
| MSFT Microsoft Corp. | 0.64% | 1,877 | $908K | — |
| FLXR TCW Flexible Income ETF | 0.63% | 22,411 | $887K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 2,288 | $767K | — |
| DFSV Dimensional US Small Cap Val | 0.48% | 20,560 | $676K | — |
| GOOGL Alphabet Inc. Class A | 0.44% | 1,981 | $620K | — |
| AVGO Broadcom Inc. | 0.41% | 1,665 | $576K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.37% | 2,486 | $527K | — |
| NVDA Nvidia Corp. | 0.36% | 2,720 | $507K | — |
| HIMU iShares High Yild Muni A ETF | 0.36% | 10,319 | $502K | — |
| AMZN Amazon.com Inc. | 0.33% | 1,992 | $460K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 900 | $452K | — |
| JPM JPMorgan Chase & Co. | 0.32% | 1,404 | $452K | — |
| EFA iShares MSCI Eafe ETF | 0.32% | 4,661 | $448K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 609 | $415K | — |
| HDEF Xtrackers MSCI Eafe High Div | 0.27% | 12,256 | $380K | — |
| XOM Exxon Mobil Corp. | 0.25% | 2,953 | $355K | — |
| CMF iShares California Muni Bond | 0.25% | 6,070 | $349K | — |
| IWM iShares Russell 2000 ETF | 0.24% | 1,400 | $345K | — |
| IJR iShares Core S&P Small-Cap E | 0.22% | 2,557 | $307K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 830 | $261K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.18% | 2,490 | $255K | — |
| META Meta Platforms Inc. Class A | 0.18% | 385 | $254K | — |
| VCYT Veracyte Inc. | 0.18% | 6,000 | $253K | — |
| MCD McDonald's Corp. | 0.18% | 811 | $248K | — |
| USFR Wisdomtree Floating Rate Tre | 0.17% | 4,773 | $240K | — |
| JNJ Johnson & Johnson | 0.15% | 1,038 | $215K | — |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 1,518 | $211K | — |
| VONE Vanguard Russell 1000 | 0.15% | 679 | $210K | — |
| COST Costco Wholesale Corp. | 0.15% | 243 | $210K | — |
| RTX RTX Corp. | 0.15% | 1,128 | $207K | — |
| VYM Vanguard High DVD Yield ETF | 0.14% | 1,398 | $201K | — |
| DSU BlackRock Debt Strategies | 0.08% | 11,366 | $116K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.