DeLarme Wealth Management, Inc.
Q3 2026 13F filing
Updated 6 days ago71 disclosed positions worth $177.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $22.7M | 104.9K | 12.75% | — |
| 2 | C DIMENSIONAL ETF TRUST | $17.6M | 423.9K | 9.88% | — |
| 3 | H DIMENSIONAL ETF TRUST | $12.9M | 322.1K | 7.27% | — |
| 4 | E ISHARES TR | $10M | 13.1K | 5.62% | — |
| 5 | N DIMENSIONAL ETF TRUST | $9M | 228.0K | 5.04% | — |
| 6 | E ISHARES TR | $8.3M | 82.9K | 4.69% | — |
| 7 | V VANGUARD BD INDEX FDS | $7.3M | 146.8K | 4.09% | — |
| 8 | E ISHARES U S ETF TR | $6.8M | 137.6K | 3.84% | — |
| 9 | M AMERICAN CENTY ETF TR | $6.4M | 54.4K | 3.60% | — |
| 10 | M DIMENSIONAL ETF TRUST | $6.1M | 109.9K | 3.45% | — |
| 11 | ? N/A BLACKROCK ETF TRUST II | $4.9M | 98.5K | 2.76% | — |
| 12 | E ISHARES TR | $4.3M | 34.7K | 2.45% | — |
| 13 | R DIMENSIONAL ETF TRUST | $4.3M | 55.3K | 2.41% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $4.3M | 39.1K | 2.40% | — |
| 15 | A APPLE INC | $4M | 12.1K | 2.27% | — |
| 16 | T VANGUARD INDEX FDS | $3.6M | 10.6K | 2.01% | — |
| 17 | E ISHARES TR | $3.4M | 95.3K | 1.91% | — |
| 18 | V VANGUARD WHITEHALL FDS | $3M | 47.9K | 1.70% | — |
| 19 | V VANGUARD CALIF TAX FREE FDS | $2.6M | 28.0K | 1.49% | — |
| 20 | V VANGUARD INDEX FDS | $2.4M | 26.2K | 1.33% | — |
| 21 | V VANGUARD MUN BD FDS | $2.2M | 47.0K | 1.25% | — |
| 22 | B BLACKROCK ETF TRUST II | $2.1M | 97.0K | 1.17% | — |
| 23 | ? N/A VANGUARD MALVERN FDS | $2M | 27.0K | 1.12% | — |
| 24 | D DIMENSIONAL ETF TRUST | $1.8M | 48.3K | 1.01% | — |
| 25 | V VANGUARD INTL EQUITY INDEX F | $1.4M | 24.0K | 0.80% | — |
| 26 | V VANGUARD WHITEHALL FDS | $1.4M | 14.9K | 0.79% | — |
| 27 | A AMPLIFY ETF TR | $1.2M | 26.4K | 0.69% | — |
| 28 | J J P MORGAN EXCHANGE TRADED F | $1.2M | 27.1K | 0.68% | — |
| 29 | V VANGUARD INDEX FDS | $1.2M | 4.0K | 0.66% | — |
| 30 | V VANGUARD INDEX FDS | $1.2M | 5.9K | 0.65% | — |
| 31 | ? N/A TCW ETF TRUST | $1.1M | 30.0K | 0.64% | — |
| 32 | M MICROSOFT CORP | $1.1M | 2.1K | 0.61% | — |
| 33 | E BLACKROCK ETF TRUST II | $1M | 22.3K | 0.57% | — |
| 34 | V VANGUARD INDEX FDS | $859K | 2.3K | 0.48% | — |
| 35 | S STATE STR SPDR S&P 500 ETF T | $717K | 941 | 0.40% | — |
| 36 | G ALPHABET INC | $667K | 1.9K | 0.38% | — |
| 37 | N NVIDIA CORPORATION | $633K | 2.8K | 0.36% | — |
| 38 | V VANGUARD INDEX FDS | $608K | 2.6K | 0.34% | — |
| 39 | E ISHARES TR | $579K | 5.8K | 0.33% | — |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $576K | 1.2K | 0.32% | — |
| 41 | A BROADCOM INC | $550K | 1.6K | 0.31% | — |
| 42 | U J P MORGAN EXCHANGE TRADED F | $511K | 10.8K | 0.29% | — |
| 43 | A AMAZON COM INC | $492K | 2.0K | 0.28% | — |
| 44 | A ADVANCED MICRO DEVICES INC | $486K | 795 | 0.27% | — |
| 45 | ? N/A DBX ETF TR | $474K | 14.7K | 0.27% | — |
| 46 | J JPMORGAN CHASE & CO | $462K | 1.4K | 0.26% | — |
| 47 | X EXXONMOBIL HOLDINGS CORP | $459K | 2.8K | 0.26% | — |
| 48 | E ISHARES TR | $397K | 7.3K | 0.22% | — |
| 49 | E ISHARES TR | $395K | 3.8K | 0.22% | — |
| 50 | E ISHARES TR | $390K | 1.4K | 0.22% | — |