DeLarme Wealth Management, Inc. 13F Holdings · Q2 2026
DeLarme Wealth Management, Inc. reported 68 securities worth $172.46M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTV (13.21%), DFAI (9.81%), DFCF (7.10%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $22.8M | 13.21% | 104,526 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $16.9M | 9.81% | 410,223 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $12.2M | 7.10% | 290,189 | Added |
| 4 | IVV | ISHARES TR | $9.6M | 5.58% | 12,841 | Added |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $8.7M | 5.02% | 215,492 | Trimmed |
| 6 | SGOV | ISHARES TR | $7.0M | 4.04% | 69,151 | Added |
| 7 | VUSB | VANGUARD BD INDEX FDS | $6.9M | 4.03% | 139,499 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $6.9M | 4.02% | 55,522 | Trimmed |
| 9 | MEAR | ISHARES U S ETF TR | $6.4M | 3.74% | 127,864 | Added |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $5.8M | 3.39% | 108,113 | Trimmed |
| 11 | CALI | BLACKROCK ETF TRUST II | $4.9M | 2.82% | 96,404 | Added |
| 12 | IWF | ISHARES TR | $4.3M | 2.51% | 34,794 | Added |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $4.3M | 2.47% | 51,763 | Trimmed |
| 14 | VBK | VANGUARD INDEX FDS | $4.0M | 2.33% | 10,982 | Trimmed |
| 15 | AVDV | AMERICAN CENTY ETF TR | $3.9M | 2.23% | 37,384 | Added |
| 16 | AAPL | APPLE INC | $3.4M | 1.98% | 11,830 | Added |
| 17 | USHY | ISHARES TR | $3.4M | 1.95% | 90,790 | Trimmed |
| 18 | VTEC | VANGUARD CALIF TAX FREE FDS | $3.3M | 1.90% | 32,557 | Added |
| 19 | VWOB | VANGUARD WHITEHALL FDS | $3.0M | 1.73% | 44,355 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $2.2M | 1.30% | 44,339 | Added |
| 21 | SHYM | BLACKROCK ETF TRUST II | $2.2M | 1.25% | 96,134 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $2.1M | 1.24% | 24,866 | Added |
| 23 | VCRB | VANGUARD MALVERN FDS | $2.0M | 1.18% | 26,315 | Added |
| 24 | DFAX | DIMENSIONAL ETF TRUST | $1.7M | 1.01% | 47,056 | Trimmed |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.87% | 32,040 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR