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DeLarme Wealth Management, Inc.

Diversified strategySector-focusedMomentum follower

Total reported value

$155.3M

Reporting period: 2026-03-31 · Number of holdings: 63

DeLarme Wealth Management, Inc. disclosed 63 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $155.3M and a quarterly turnover rate of 12.8%.

Personality snowflake

Concentration
20.49
Portfolio Stability
12.84
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
84.96

Recent moves

  • Add SGOV

    +105.8%　$3.4M

  • Add AAPL

    +120.3%　$1.5M

  • Add DFCF

    +26.8%　$2.3M

  • Trim VTV

    +1.5%　$825.2K

  • Trim IVV

    +4.0%　-$71.2K

  • Add VTEC

    +70.5%　$1.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTVVanguard Value ETFETF-Other12.95%-0.74%+1.51%
2DFAIDimensional International CoETF-Other10.06%-0.46%+3.07%
3DFCFDimensional Core Fixed INCETF-Other7.07%+0.88%+26.84%
4IVVIshares Core S&p 500 ETFETF-Large Cap & Growth5.34%-0.60%+3.96%
5DFAEDimensional Emerging Core EqETF-Emerging Markets4.75%—+5.93%
6VUSBVanguard Ultra Short Bond EtETF-Other4.28%-0.31%+2.95%
7SGOVIshares 0-3 Month Treasury BETF-Gov Bonds4.24%+1.97%+105.83%
8AVUVAvantis US Small Cap ValueETF-Small Cap4.10%—-7.66%
9MEARIshrs Short Mat Muni Act ETFETF-Other4.05%-0.18%+5.50%
10DFIVDimensional International VaETF-Other3.79%-0.20%-1.10%
11CALIIshrs Sh-trm Ca Muni Act ETFETF-Other2.90%+0.39%+27.46%
12DFASDimensional US Small Cap ETFETF-Small Cap2.38%-0.28%-3.02%
13IWFIshares Russell 1000 GrowthETF-Other2.38%-0.50%+0.89%
14AVDVAvantis Intl S/c Value ETFETF-Other2.31%+0.21%+14.12%
15VBKVanguard Small-cap Grwth ETFETF-Other2.20%-0.32%-3.69%
16USHYIshares Broad Usd High YieldETF-High Yield2.16%-0.30%-1.47%
17AAPLApple INCStock-Tech1.91%+0.89%+120.34%
18VWOBVanguard Emerg Mkts Gov BndETF-Other1.85%+0.07%+17.89%
19VTECVanguard Ca Tax-ex BondETF-Other1.65%+0.57%+70.50%
20VCRBVanguard Core Bond ETFETF-Other1.31%+0.13%+22.89%
21SHYMIshares Short Duration HighETF-Other1.26%+0.13%+24.03%
22VTEBVanguard Tax-exempt Bond ETFETF-Other1.21%+0.04%+14.65%
23VUGVanguard Growth ETFETF-Other1.18%-0.04%+18.23%
24DFAXDimensional World Ex US CoreETF-Other1.04%-0.13%-5.48%
25JCPBJpmorgan Core Plus Bond ETFETF-Other0.94%-0.05%+4.91%
26VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.85%-0.06%+1.91%
27DIVOAmplify Cwp Enhan Divid ETFETF-Other0.82%-0.15%-7.56%
28VIGIVanguard Int Div App Indx FdETF-Other0.81%—+3.37%
29VOEVanguard Mid-cap Value ETFETF-Other0.79%-0.04%+2.18%
30VOTVanguard Mid-cap Growth ETFETF-Other0.61%-0.13%-1.46%
31FLXRTcw Flexible Income ETFETF-Other0.59%-0.04%+3.88%
32HIMUIshares High Yild Muni A ETFETF-Other0.58%+0.22%+83.01%
33VTIVanguard Total Stock Mkt ETFETF-Other0.47%-0.07%+0.31%
34MSFTMicrosoft CORPStock-Tech0.47%-0.17%+4.53%
35DFSVDimensional US Small Cap ValETF-Small Cap0.46%-0.02%-0.85%
36SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.37%+0.08%+44.50%
37GOOGLAlphabet Inc-cl AStock-Comm Services0.37%-0.07%+0.10%
38STIPIshares 0-5 Year Tips Bond EETF-Other0.35%+0.17%+111.45%
39VBRVanguard Small-cap Value ETFETF-Other0.34%—-0.89%
40NVDANvidia CORPStock-Tech0.34%-0.02%+12.50%
41AVGOBroadcom INCStock-Tech0.32%-0.09%-4.56%
42XOMExxon Mobil CORPStock-Energy0.31%+0.06%-3.62%
43AMZNAmazon.com INCStock-Consumer Disc0.28%—+4.72%
44BRK-BBerkshire Hathaway Inc-cl BStock-Other0.28%—+0.22%
45JPMJpmorgan Chase & CoStock-Financials0.27%-0.05%+1.78%
46EFAIshares Msci Eafe ETFETF-Other0.25%-0.07%-13.41%
47HDEFXtrackers Msci Eafe High DivETF-Other0.24%—-6.00%
48CMFIshares California Muni BondETF-Other0.24%—+6.67%
49IWMIshares Russell 2000 ETFETF-Small Cap0.22%—+0.07%
50IJRIshares Core S&p Small-cap EETF-Small Cap0.20%—-4.42%
1–50 of 63

Holding changes this quarter

DeLarme Wealth Management, Inc.'s most significant position changes for 2026-03-31: New buy: Vanguard Total Bond Market (BND); Sold out: Vanguard Large-cap ETF (VV); Sold out: Veracyte INC (VCYT); New buy: Ss Real Estate Select Sector (XLRE); New buy: Pimco Intermediate Municipal (MUNI).

Position changes disclosed by DeLarme Wealth Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SGOVIshares 0-3 Month Treasury B+2%+105.83%Add
2AAPLApple INC+0.9%+120.34%Add
3DFCFDimensional Core Fixed INC+0.9%+26.84%Add
4VTECVanguard Ca Tax-ex Bond+0.6%+70.50%Add
5CALIIshrs Sh-trm Ca Muni Act ETF+0.4%+27.46%Add
6HIMUIshares High Yild Muni A ETF+0.2%+83.01%Add
7AVDVAvantis Intl S/c Value ETF+0.2%+14.12%Add
8STIPIshares 0-5 Year Tips Bond E+0.2%+111.45%Add
9VCRBVanguard Core Bond ETF+0.1%+22.89%Add
10SHYMIshares Short Duration High+0.1%+24.03%Add
11SPYSs Spdr S&p 500 ETF Trust-us+0.1%+44.50%Add
12VWOBVanguard Emerg Mkts Gov Bnd+0.1%+17.89%Add
13XOMExxon Mobil CORP+0.1%-3.62%Trim
14VTEBVanguard Tax-exempt Bond ETF0%+14.65%Add
15DFAEDimensional Emerging Core Eq—+5.93%Add
16DFSVDimensional US Small Cap Val0%-0.85%Trim
17NVDANvidia CORP0%+12.50%Add
18VUGVanguard Growth ETF0%+18.23%Add
19VOEVanguard Mid-cap Value ETF0%+2.18%Add
20FLXRTcw Flexible Income ETF0%+3.88%Add
21JCPBJpmorgan Core Plus Bond ETF-0.1%+4.91%Add
22JPMJpmorgan Chase & Co-0.1%+1.78%Add
23VWOVanguard Ftse Emerging Marke-0.1%+1.91%Add
24EFAIshares Msci Eafe ETF-0.1%-13.41%Trim
25GOOGLAlphabet Inc-cl A-0.1%+0.10%Add
26VTIVanguard Total Stock Mkt ETF-0.1%+0.31%Add
27AVGOBroadcom INC-0.1%-4.56%Trim
28VOTVanguard Mid-cap Growth ETF-0.1%-1.46%Trim
29DFAXDimensional World Ex US Core-0.1%-5.48%Trim
30DIVOAmplify Cwp Enhan Divid ETF-0.2%-7.56%Trim
31MSFTMicrosoft CORP-0.2%+4.53%Add
32MEARIshrs Short Mat Muni Act ETF-0.2%+5.50%Add
33DFIVDimensional International Va-0.2%-1.10%Trim
34DFASDimensional US Small Cap ETF-0.3%-3.02%Trim
35USHYIshares Broad Usd High Yield-0.3%-1.47%Trim
36VUSBVanguard Ultra Short Bond Et-0.3%+2.95%Add
37VBKVanguard Small-cap Grwth ETF-0.3%-3.69%Trim
38DFAIDimensional International Co-0.5%+3.07%Add
39IWFIshares Russell 1000 Growth-0.5%+0.89%Add
40IVVIshares Core S&p 500 ETF-0.6%+3.96%Add
41VTVVanguard Value ETF-0.7%+1.51%Add
42BNDVanguard Total Bond Market—NEWNew buy
43VVVanguard Large-cap ETF—EXITSold out
44VCYTVeracyte INC—EXITSold out
45XLRESs Real Estate Select Sector—NEWNew buy
46MUNIPimco Intermediate Municipal—NEWNew buy
47SDYSs Spdr S&p Dividend ETF—EXITSold out
48NOCNorthrop Grumman CORP—NEWNew buy
49VEUVanguard Ftse All-world Ex-u—NEWNew buy
50DSUBlackrock Debt Strategies—EXITSold out

FAQ

What is DeLarme Wealth Management, Inc. and what type of investor is it?
DeLarme Wealth Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $155.3M, spread across 63 disclosed positions.
What are DeLarme Wealth Management, Inc.'s largest equity positions?
Based on the latest 13F filing, DeLarme Wealth Management, Inc.'s top holdings by market value are: 1. Vanguard Value ETF (VTV) — $20.1M (12.9%) 2. Dimensional International Co (DFAI) — $15.6M (10.1%) 3. Dimensional Core Fixed INC (DFCF) — $11.0M (7.1%) 4. Ishares Core S&p 500 ETF (IVV) — $8.3M (5.3%) 5. Dimensional Emerging Core Eq (DFAE) — $7.4M (4.8%)
What changes did DeLarme Wealth Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, DeLarme Wealth Management, Inc. made 50 notable position adjustments: 5 new positions were initiated, 30 existing holdings were added to, 11 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Vanguard Total Bond Market (BND); Sold out: Vanguard Large-cap ETF (VV); Sold out: Veracyte INC (VCYT); New buy: Ss Real Estate Select Sector (XLRE); New buy: Pimco Intermediate Municipal (MUNI)
What sectors does DeLarme Wealth Management, Inc. focus on?
DeLarme Wealth Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 57.4% • Financials: 10.4% • Communication Services: 9.9% • Consumer Discretionary: 8.3% • Energy: 5.9% • Health Care: 2.8%