DeLarme Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), DeLarme Wealth Management, Inc. reported 63 stock positions worth $155.3 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 13.0% of the portfolio, followed by Dimensional International (DFAI, 10.1%) and Dimensional Core Fixed (DFCF, 7.1%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 37 and reduced 19. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +106%) and the biggest sale Avantis US Small Cap Value (AVUV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- PALOS VERDES ESTATES, CA
- CIK
- 0002070361
- Portfolio Value
- $155.3M (Q1 2026)
- SEC Filing
- 0001754960-26-000317 ↗ filed Apr 24, 2026
Holdings Value
Holdings 63 stocks · $155.3M
| VTV Vanguard Mrngstr Val ETF-Aui | 12.95% | 102,494 | $20.1M | Add +1.5% |
| DFAI Dimensional International Co. | 10.06% | 400,792 | $15.6M | Add +3.1% |
| DFCF Dimensional Core Fixed Inc. | 7.07% | 259,828 | $11.0M | Add +26.8% |
| IVV iShares Core S&P 500 ETF | 5.34% | 12,701 | $8.3M | Add +4.0% |
| DFAE Dimensional Emerging Core Eq | 4.75% | 217,654 | $7.4M | Add +5.9% |
| VUSB Vanguard Ultra Short Bond Et | 4.28% | 133,611 | $6.7M | Add +3.0% |
| SGOV iShares 0-3 Month Treasury B | 4.24% | 65,440 | $6.6M | Add +105.8% |
| AVUV Avantis US Small Cap Value | 4.10% | 57,608 | $6.4M | Reduce -7.7% |
| MEAR Ishrs Short Mat Muni Act ETF | 4.05% | 124,805 | $6.3M | Add +5.5% |
| DFIV Dimensional International Va | 3.79% | 111,474 | $5.9M | Reduce -1.1% |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 2.90% | 89,165 | $4.5M | Add +27.5% |
| DFAS Dimensional US Small Cap ETF | 2.38% | 52,057 | $3.7M | Reduce -3.0% |
| IWF iShares Russell 1000 Growth | 2.38% | 8,654 | $3.7M | Add +0.9% |
| AVDV Avantis Intl S/C Value ETF | 2.31% | 35,965 | $3.6M | Add +14.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.20% | 11,304 | $3.4M | Reduce -3.7% |
| USHY iShares Broad Usd High Yield | 2.16% | 91,150 | $3.4M | Reduce -1.5% |
| AAPL Apple Inc. | 1.91% | 11,687 | $3.0M | Add +120.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.85% | 43,707 | $2.9M | Add +17.9% |
| VTEC Vanguard Ca Tax-Ex Bond | 1.65% | 25,885 | $2.6M | Add +70.5% |
| VCRB Vanguard Core Bond ETF | 1.31% | 26,240 | $2.0M | Add +22.9% |
| SHYM iShares Short Duration High | 1.26% | 89,076 | $2.0M | Add +24.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.21% | 37,507 | $1.9M | Add +14.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.18% | 4,177 | $1.8M | Add +18.2% |
| DFAX Dimensional World Ex US Core | 1.04% | 47,429 | $1.6M | Reduce -5.5% |
| JCPB JPMorgan Core Plus Bond ETF | 0.94% | 30,950 | $1.5M | Add +4.9% |
| VWO Vanguard Ftse Emerging Marke | 0.85% | 24,370 | $1.3M | Add +1.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.82% | 28,391 | $1.3M | Reduce -7.6% |
| VIGI Vanguard Int Div App Indx FD | 0.81% | 14,217 | $1.3M | Add +3.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.79% | 6,614 | $1.2M | Add +2.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.61% | 3,655 | $941K | Reduce -1.5% |
| FLXR TCW Flexible Income ETF | 0.59% | 23,280 | $914K | Add +3.9% |
| HIMU iShares High Yild Muni A ETF | 0.58% | 18,885 | $906K | Add +83.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 2,295 | $736K | Add +0.3% |
| MSFT Microsoft Corp. | 0.47% | 1,962 | $726K | Add +4.5% |
| DFSV Dimensional US Small Cap Val | 0.46% | 20,385 | $714K | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 880 | $572K | Add +44.5% |
| GOOGL Alphabet Inc. Class A | 0.37% | 1,983 | $570K | Add +0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.35% | 5,265 | $545K | Add +111.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 2,464 | $535K | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.34% | 3,060 | $534K | Add +12.5% |
| AVGO Broadcom Inc. | 0.32% | 1,589 | $492K | Reduce -4.6% |
| XOM Exxon Mobil Corp. | 0.31% | 2,846 | $483K | Reduce -3.6% |
| AMZN Amazon.com Inc. | 0.28% | 2,086 | $434K | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 902 | $432K | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.27% | 1,429 | $420K | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 0.25% | 4,036 | $392K | Reduce -13.4% |
| HDEF Xtrackers MSCI Eafe High Div | 0.24% | 11,521 | $373K | Reduce -6.0% |
| CMF iShares California Muni Bond | 0.24% | 6,475 | $368K | Add +6.7% |
| IWM iShares Russell 2000 ETF | 0.22% | 1,401 | $347K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 2,444 | $304K | Reduce -4.4% |
| BND Vanguard Total Bond Market | 0.17% | 3,646 | $268K | New |
| MCD McDonald's Corp. | 0.16% | 794 | $247K | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.16% | 428 | $245K | Add +11.2% |
| USFR Wisdomtree Floating Rate Tre | 0.15% | 4,701 | $237K | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.15% | 935 | $229K | Reduce -9.9% |
| XLRE SS Real Estate Select Sector | 0.14% | 5,403 | $221K | New |
| COST Costco Wholesale Corp. | 0.14% | 220 | $219K | Reduce -9.5% |
| RTX RTX Corp. | 0.14% | 1,134 | $219K | Add +0.5% |
| MUNI PIMCO Intermediate Municipal | 0.14% | 4,074 | $213K | New |
| VYM Vanguard High DVD Yield ETF | 0.13% | 1,398 | $207K | No change |
| NOC Northrop Grumman Corp. | 0.13% | 300 | $205K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.13% | 2,715 | $204K | New |
| VONE Vanguard Russell 1000 | 0.13% | 679 | $200K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AVUV Avantis US Small Cap Value | Reduce -7.7% | 4.10% | −0.42 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.7% | 2.20% | −0.32 |
| USHY iShares Broad Usd High Yield | Reduce -1.5% | 2.16% | −0.29 |
| DFAS Dimensional US Small Cap ETF | Reduce -3.0% | 2.38% | −0.27 |
| DFIV Dimensional International Va | Reduce -1.1% | 3.79% | −0.20 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.19 |
| VCYT Veracyte Inc. | Sold out | 0.00% | −0.18 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -7.6% | 0.82% | −0.15 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.15 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.5% | 0.61% | −0.13 |
| DFAX Dimensional World Ex US Core | Reduce -5.5% | 1.04% | −0.13 |
| AVGO Broadcom Inc. | Reduce -4.6% | 0.32% | −0.09 |
| DSU BlackRock Debt Strategies | Sold out | 0.00% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -13.4% | 0.25% | −0.07 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -6.0% | 0.24% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.34% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.4% | 0.20% | −0.02 |
| DFSV Dimensional US Small Cap Val | Reduce -0.8% | 0.46% | −0.02 |
| USFR Wisdomtree Floating Rate Tre | Reduce -1.5% | 0.15% | −0.02 |
| MCD McDonald's Corp. | Reduce -2.1% | 0.16% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -9.5% | 0.14% | −0.01 |
| JNJ Johnson & Johnson | Reduce -9.9% | 0.15% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 0.31% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Add +105.8% | 4.24% | +1.98 |
| AAPL Apple Inc. | Add +120.3% | 1.91% | +0.89 |
| DFCF Dimensional Core Fixed Inc. | Add +26.8% | 7.07% | +0.87 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +70.5% | 1.65% | +0.57 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Add +27.5% | 2.90% | +0.39 |
| HIMU iShares High Yild Muni A ETF | Add +83.0% | 0.58% | +0.23 |
| AVDV Avantis Intl S/C Value ETF | Add +14.1% | 2.31% | +0.21 |
| BND Vanguard Total Bond Market | New | 0.17% | +0.17 |
| STIP iShares 0-5 Year Tips Bond E | Add +111.5% | 0.35% | +0.17 |
| XLRE SS Real Estate Select Sector | New | 0.14% | +0.14 |
| MUNI PIMCO Intermediate Municipal | New | 0.14% | +0.14 |
| NOC Northrop Grumman Corp. | New | 0.13% | +0.13 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.13% | +0.13 |
| SHYM iShares Short Duration High | Add +24.0% | 1.26% | +0.13 |
| VCRB Vanguard Core Bond ETF | Add +22.9% | 1.31% | +0.13 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +17.9% | 1.85% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +44.5% | 0.37% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.7% | 1.21% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Add +5.9% | 4.75% | −0.01 |
| RTX RTX Corp. | Add +0.5% | 0.14% | −0.01 |
| CMF iShares California Muni Bond | Add +6.7% | 0.24% | −0.01 |
| NVDA Nvidia Corp. | Add +12.5% | 0.34% | −0.02 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.22% | −0.02 |
| META Meta Platforms Inc. Class A | Add +11.2% | 0.16% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +2.2% | 0.79% | −0.03 |
| FLXR TCW Flexible Income ETF | Add +3.9% | 0.59% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.28% | −0.04 |
| AMZN Amazon.com Inc. | Add +4.7% | 0.28% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +18.2% | 1.18% | −0.05 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.27% | −0.05 |
| JCPB JPMorgan Core Plus Bond ETF | Add +4.9% | 0.94% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +1.9% | 0.85% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.47% | −0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.37% | −0.07 |
| VIGI Vanguard Int Div App Indx FD | Add +3.4% | 0.81% | −0.08 |
| MSFT Microsoft Corp. | Add +4.5% | 0.47% | −0.18 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +5.5% | 4.05% | −0.18 |
| VUSB Vanguard Ultra Short Bond Et | Add +3.0% | 4.28% | −0.31 |
| DFAI Dimensional International Co. | Add +3.1% | 10.06% | −0.47 |
| IWF iShares Russell 1000 Growth | Add +0.9% | 2.38% | −0.51 |
| IVV iShares Core S&P 500 ETF | Add +4.0% | 5.34% | −0.60 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.5% | 12.95% | −0.74 |