Q2 2026 13F · SEC CIK 2070361

DeLarme Wealth Management, Inc.

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $172.5M
Reported positions: 68
Holdings vs S&P 500, 3 yrs: —
Assets under management: $256.5M

DeLarme Wealth Management, Inc. is a wealth manager that reported 68 positions worth $172.5M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Vanguard Value ETF (VTV, 13.2%), Dimensional International Core Equity Ma (DFAI, 9.8%), Dimensional ETF Trust (DFCF, 7.1%).

DeLarme Wealth Management, Inc. holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

DeLarme Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTVVanguard Value ETF	13.2%	13.0%	104,526	+2.0%	$22.8M
DFAIDimensional International Core Equity Ma	9.8%	10.1%	410,223	+2.4%	$16.9M
DFCFDimensional ETF Trust	7.1%	7.1%	290,189	+11.7%	$12.2M
IVVIshares Core S&p 500 ETF	5.6%	5.3%	12,841	+1.1%	$9.6M
DFAEDimensional ETF Trust	5.0%	4.7%	215,492	-1.0%	$8.7M
SGOViShares 0-3 Month Treasury Bon	4.0%	4.2%	69,151	+5.7%	$7.0M
VUSBVanguard Bd Index Fds	4.0%	4.3%	139,499	+4.4%	$6.9M
AVUVAvantis US Small Cap Value ETF	4.0%	4.1%	55,522	-3.6%	$6.9M
MEARIshares Short Maturity Municipal Bond Ac	3.7%	4.0%	127,864	+2.5%	$6.4M
DFIVDimensional ETF Trust	3.4%	3.8%	108,113	-3.0%	$5.8M
CALIBlackrock ETF Trust II	2.8%	2.9%	96,404	+8.1%	$4.9M
IWFIshares Russell 1000 Growth ETF	2.5%	2.4%	34,794	+302.1%	$4.3M
DFASDimensional ETF Trust	2.5%	2.4%	51,763	-0.6%	$4.3M
VBKVanguard Small Cap Growth ETF	2.3%	2.2%	10,982	-2.8%	$4.0M
AVDVAvantis International Small Cap Value Et	2.2%	2.3%	37,384	+3.9%	$3.9M
AAPLApple Inc	2.0%	1.9%	11,830	+1.2%	$3.4M
USHYIshares Tr	1.9%	2.2%	90,790	-0.4%	$3.4M
VTECVanguard Calif Tax Free Fds	1.9%	1.7%	32,557	+25.8%	$3.3M
VWOBVanguard Whitehall Fds	1.7%	1.8%	44,355	+1.5%	$3.0M
VTEBVanguard Tx Ex Bd	1.3%	1.2%	44,339	+18.2%	$2.2M
HYMUBlackrock ETF Trust II	1.3%	1.3%	96,134	+7.9%	$2.2M
VUGVanguard Indx Fd	1.2%	1.2%	24,866	+495.3%	$2.1M
VCRBVanguard Malvern Fds	1.2%	1.3%	26,315	+0.3%	$2.0M
DFAXDimensional World Ex U.s. Core	1.0%	1.0%	47,056	-0.8%	$1.7M
JCPBJ P Morgan Exchange Traded F	0.9%	0.9%	32,040	+3.5%	$1.5M
VWOVanguard Intl Equity Index F	0.8%	0.8%	24,154	-0.9%	$1.4M
VIGIVanguard Whitehall Fds	0.8%	0.8%	15,047	+5.8%	$1.4M
VOEVanguard Index Fds	0.8%	0.8%	6,683	+1.0%	$1.3M
VOTVanguard Index Fds	0.7%	0.6%	3,973	+8.7%	$1.2M
DIVOAmplify ETF Tr	0.7%	0.8%	26,267	-7.5%	$1.2M
HIMUBlackrock ETF Trust II	0.6%	0.6%	22,144	+17.3%	$1.1M
FLXRTcw ETF Trust	0.5%	0.6%	24,085	+3.5%	$944K
VTIVanguard Index Fds	0.5%	0.5%	2,296	+0.0%	$850K
MSFTMicrosoft Corp	0.4%	0.5%	1,967	+0.3%	$734K
DFSVDfa U.s. Small Cap Value ETF	0.4%	0.5%	18,240	-10.5%	$708K
GOOGLAlphabet Inc	0.4%	0.4%	1,935	-2.4%	$692K
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	880	+0.0%	$657K
VBRVanguard Small Cap Value ETF	0.3%	0.3%	2,464	+0.0%	$599K
STIPIshares Tr	0.3%	0.4%	5,778	+9.7%	$590K
AVGOBroadcom Inc	0.3%	0.3%	1,536	-3.3%	$580K
NVDANvidia Corporation Com	0.3%	0.3%	2,885	-5.7%	$577K
AMZNAmazon Com Inc Com	0.3%	0.3%	2,226	+6.7%	$531K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	952	+5.5%	$476K
AMDAdvanced Micro Devices Inc	0.3%	—	795	—	$462K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,382	-3.3%	$452K
IWMIshares	0.2%	0.2%	1,402	+0.1%	$421K
EFAiShs MSCI EAFE	0.2%	0.3%	4,052	+0.4%	$421K
CMFIshares Tr	0.2%	0.2%	6,940	+7.2%	$400K
XOMExxon Mobil Corp	0.2%	0.3%	2,890	+1.5%	$395K
HDEFDbx ETF Tr	0.2%	0.2%	11,481	-0.3%	$369K

What DeLarme Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$172.5M	68
Q1 2026	$155.3M	63
Q4 2025	$140.8M	62

Questions about DeLarme Wealth Management, Inc.'s portfolio

What stocks does DeLarme Wealth Management, Inc. own?

DeLarme Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 68 positions worth $172.5M. The largest are Vanguard Value ETF (VTV) at 13.2%, Dimensional International Core Equity Ma (DFAI) at 9.8%, Dimensional ETF Trust (DFCF) at 7.1%, Ishares Core S&p 500 ETF (IVV) at 5.6% and Dimensional ETF Trust (DFAE) at 5.0%.

What did DeLarme Wealth Management, Inc. buy last quarter?

In Q2 2026, DeLarme Wealth Management, Inc. added Vanguard Indx Fd (VUG) (+495.3% shares), Ishares Russell 1000 Growth ETF (IWF) (+302.1% shares) and Vanguard Calif Tax Free Fds (VTEC) (+25.8% shares), compared with its Q1 2026 filing.

What did DeLarme Wealth Management, Inc. sell last quarter?

In Q2 2026, DeLarme Wealth Management, Inc. cut from its top 50 Ishares Core S&p Small Cap ETF (IJR), Dfa U.s. Small Cap Value ETF (DFSV) (-10.5% shares), Amplify ETF Tr (DIVO) (-7.5% shares) and Nvidia Corporation Com (NVDA) (-5.7% shares), compared with its Q1 2026 filing.

When is DeLarme Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. DeLarme Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does DeLarme Wealth Management, Inc. manage?

DeLarme Wealth Management, Inc. reported $256.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $172.5M.