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DeLarme Wealth Management, Inc.
Updated 6 days agoManaged by Delarme Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$177.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $140.8M |
| Q1 2026 | $155.3M |
| Q2 2026 | $172.5M |
| Q3 2026 | $177.8M |
Top holdings
71 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $22.7M | 104.9K | 12.75% | — | |
| 2 | $17.6M | 423.9K | 9.88% | — | |
| 3 | $12.9M | 322.1K | 7.27% | — | |
| 4 | $10M | 13.1K | 5.62% | — | |
| 5 | $9M | 228.0K | 5.04% | — | |
| 6 | $8.3M | 82.9K | 4.69% | — | |
| 7 | $7.3M | 146.8K | 4.09% | — | |
| 8 | $6.8M | 137.6K | 3.84% | — | |
| 9 | $6.4M | 54.4K | 3.60% | — | |
| 10 | $6.1M | 109.9K | 3.45% | — | |
| 11 | ? N/A BLACKROCK ETF TRUST II | $4.9M | 98.5K | 2.76% | — |
| 12 | $4.3M | 34.7K | 2.45% | — | |
| 13 | $4.3M | 55.3K | 2.41% | — | |
| 14 | ? N/A AMERICAN CENTY ETF TR | $4.3M | 39.1K | 2.40% | — |
| 15 | $4M | 12.1K | 2.27% | — | |
| 16 | $3.6M | 10.6K | 2.01% | — | |
| 17 | $3.4M | 95.3K | 1.91% | — | |
| 18 | $3M | 47.9K | 1.70% | — | |
| 19 | $2.6M | 28.0K | 1.49% | — | |
| 20 | $2.4M | 26.2K | 1.33% | — |