Delarme Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Delarme Wealth Management, Inc. disclosed 67 stock positions valued at approximately $172.46M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 67
- Portfolio Value
- $172.46M
Holdings by Sector
Delarme Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 13.21% | 104,526 | +2,032 | +1.98% | $22,779,421 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 9.81% | 410,223 | +9,431 | +2.35% | $16,921,705 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 7.10% | 290,189 | +30,361 | +11.69% | $12,248,871 |
| ISHARES TR | IVV | Other | 5.58% | 12,841 | +140 | +1.10% | $9,616,208 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 5.02% | 215,492 | -2,162 | -0.99% | $8,664,928 |
| ISHARES TR | SGOV | Other | 4.04% | 69,151 | +3,711 | +5.67% | $6,961,478 |
| VANGUARD BD INDEX FDS | VUSB | Other | 4.03% | 139,499 | +5,888 | +4.41% | $6,944,239 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.02% | 55,522 | -2,086 | -3.62% | $6,926,871 |
| ISHARES U S ETF TR | MEAR | Other | 3.74% | 127,864 | +3,059 | +2.45% | $6,441,769 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.39% | 108,113 | -3,361 | -3.02% | $5,840,261 |
| ISHARES TR | IWF | Other | 2.51% | 34,794 | +26,140 | +302.06% | $4,320,310 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.47% | 51,763 | -294 | -0.56% | $4,262,177 |
| VANGUARD INDEX FDS | VBK | Other | 2.33% | 10,982 | -322 | -2.85% | $4,016,118 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.23% | 37,384 | +1,419 | +3.95% | $3,852,415 |
| APPLE INC | AAPL | Technology | 1.98% | 11,830 | +143 | +1.22% | $3,423,024 |
| ISHARES TR | USHY | Other | 1.95% | 90,790 | -360 | -0.39% | $3,361,055 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 1.90% | 32,557 | +6,672 | +25.78% | $3,275,234 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 1.73% | 44,355 | +648 | +1.48% | $2,982,454 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.30% | 44,339 | +6,832 | +18.22% | $2,242,667 |
| BLACKROCK ETF TRUST II | HYMU | Other | 1.25% | 96,134 | +7,058 | +7.92% | $2,158,208 |
| VANGUARD INDEX FDS | VUG | Other | 1.24% | 24,866 | +20,689 | +495.31% | $2,141,957 |
| VANGUARD MALVERN FDS | VCRB | Other | 1.18% | 26,315 | +75 | +0.29% | $2,032,379 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.01% | 47,056 | -373 | -0.79% | $1,733,541 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.87% | 32,040 | +1,090 | +3.52% | $1,503,958 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.84% | 24,154 | -216 | -0.89% | $1,441,752 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.81% | 15,047 | +830 | +5.84% | $1,405,089 |
| VANGUARD INDEX FDS | VOE | Other | 0.77% | 6,683 | +69 | +1.04% | $1,320,561 |
| VANGUARD INDEX FDS | VOT | Other | 0.71% | 3,973 | +318 | +8.70% | $1,216,930 |
| AMPLIFY ETF TR | DIVO | Other | 0.70% | 26,267 | -2,124 | -7.48% | $1,200,402 |
| BLACKROCK ETF TRUST II | 092528843 | Other | 0.64% | 22,144 | +3,259 | +17.26% | $1,102,784 |
Showing 30 of 67 holdings in the latest reporting period.