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CIK: 0002070361
Total reported value
$172.5M
$172.5M
62 檔
33.6%
The Q4 2025 SEC filing reveals that DeLarme Wealth Management, Inc. held a total portfolio value of $172.5M, covering 62 public equity positions.
During Q4 2025, DeLarme Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 13.69% | +0.26% | — | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 10.52% | -0.25% | — | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.19% | +0.03% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.94% | +0.24% | — | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.75% | +0.27% | — | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 4.59% | -0.25% | — | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.52% | -0.08% | — | |
| 8 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 4.23% | -0.31% | — | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.99% | -0.40% | — | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.88% | +0.13% | — | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.66% | +0.09% | — | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.52% | +0.13% | — | |
| 13 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-Other | 2.51% | -0.08% | — | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.46% | -0.21% | — | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.27% | -0.20% | — | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.10% | -0.08% | — | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.78% | -0.12% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.22% | +0.06% | — | |
| 19 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.18% | -0.13% | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.17% | +0.09% | — | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.17% | -0.03% | — | |
| 22 | SHYM | Ishares Short Duration High | ETF-Other | 1.13% | -0.01% | — | |
| 23 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 1.08% | +0.25% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.07% | — | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.99% | -0.07% | — | |
| 26 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.97% | -0.12% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | -0.01% | — | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.89% | — | — | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.82% | -0.01% | — | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.74% | +0.10% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.04% | — | |
| 32 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.63% | -0.04% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.02% | — | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.48% | -0.05% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.03% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.02% | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.37% | +0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.01% | — | |
| 39 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.36% | +0.06% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.03% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.01% | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 45 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.27% | -0.03% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.08% | — | |
| 47 | CMF | Ishares California Muni Bond | ETF-Other | 0.25% | -0.01% | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | +0.02% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.22% | -0.01% | — | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.19% | — | — |
According to official SEC Form 13F filings, DeLarme Wealth Management, Inc. reported a total U.S. public equity portfolio value of $172.5M across 62 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, DFAI, DFCF) accounted for 33.6% of total reported equity market value during Q4 2025.
During Q4 2025, DeLarme Wealth Management, Inc.'s top holdings by market value included VTV (13.7%)、DFAI (10.5%)、DFCF (6.2%). The largest single position, VTV, represented 13.7% of total portfolio value.
In Q4 2025, DeLarme Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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