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CIK: 0002070361
Total reported value
$172.5M
$172.5M
63 檔
36.2%
In Q1 2026, DeLarme Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $172.5M, distributed across 63 disclosed stock positions.
In Q1 2026, DeLarme Wealth Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 12.95% | +0.26% | +1.51% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 10.06% | -0.25% | +3.07% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.07% | +0.03% | +26.84% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.34% | +0.24% | +3.96% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.75% | +0.27% | +5.93% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 4.28% | -0.25% | +2.95% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.24% | -0.20% | +105.83% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.10% | -0.08% | -7.66% | |
| 9 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 4.05% | -0.31% | +5.50% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.79% | -0.40% | -1.10% | |
| 11 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-Other | 2.90% | -0.08% | +27.46% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.38% | +0.09% | -3.02% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.38% | +0.13% | +0.89% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.31% | -0.08% | +14.12% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.20% | +0.13% | -3.69% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.16% | -0.21% | -1.47% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.91% | +0.07% | +120.34% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.85% | -0.12% | +17.89% | |
| 19 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 1.65% | +0.25% | +70.50% | |
| 20 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.31% | -0.13% | +22.89% | |
| 21 | SHYM | Ishares Short Duration High | ETF-Other | 1.26% | -0.01% | +24.03% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.21% | +0.09% | +14.65% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.18% | +0.06% | +18.23% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.04% | -0.03% | -5.48% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.94% | -0.07% | +4.91% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | -0.01% | +1.91% | |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.82% | -0.12% | -7.56% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.81% | — | +3.37% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | -0.01% | +2.18% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.61% | +0.10% | -1.46% | |
| 31 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.59% | -0.04% | +3.88% | |
| 32 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.58% | +0.06% | +83.01% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.02% | +0.31% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | +4.53% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.46% | -0.05% | -0.85% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.01% | +44.50% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.03% | +0.10% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.35% | -0.01% | +111.45% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.34% | +0.01% | -0.89% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.01% | +12.50% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.02% | -4.56% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.08% | -3.62% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.03% | +4.72% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | — | +0.22% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.01% | +1.78% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.01% | -13.41% | |
| 47 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.24% | -0.03% | -6.00% | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.24% | -0.01% | +6.67% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | +0.02% | +0.07% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.20% | -0.01% | -4.42% |
According to official SEC Form 13F filings, DeLarme Wealth Management, Inc. reported a total U.S. public equity portfolio value of $172.5M across 63 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, DFAI, DFCF) accounted for 36.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
BND
市值: $268.5K
Top Position Liquidated / Trimmed
VV
前期市值: $261.3K
During Q1 2026, DeLarme Wealth Management, Inc.'s top holdings by market value included VTV (12.9%)、DFAI (10.1%)、DFCF (7.1%). The largest single position, VTV, represented 12.9% of total portfolio value.
In Q1 2026, DeLarme Wealth Management, Inc. made 65 total portfolio adjustments, initiating 5 new buys, adding to 37 positions, trimming 19 holdings, and fully liquidating 4 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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