Delarme Wealth Management, Inc. Portfolio Stock Holdings
Delarme Wealth Management, Inc. disclosed 63 stock positions valued at approximately $155.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 63
- Portfolio Value
- $155.3M
Holdings by Sector
Delarme Wealth Management, Inc. Portfolio Holdings in Q1 2026
62 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 12.95% | 102,494 | +1,525 | +1.51% | $20,109,273 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 10.06% | 400,792 | +11,946 | +3.07% | $15,614,844 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 7.07% | 259,828 | +54,980 | +26.84% | $10,969,931 |
| ISHARES TR | IVV | Other | 5.34% | 12,701 | +484 | +3.96% | $8,296,590 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 4.75% | 217,654 | +12,186 | +5.93% | $7,369,750 |
| VANGUARD BD INDEX FDS | VUSB | Other | 4.28% | 133,611 | +3,832 | +2.95% | $6,651,828 |
| ISHARES TR | SGOV | Other | 4.24% | 65,440 | +33,647 | +105.83% | $6,587,230 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.10% | 57,608 | -4,776 | -7.66% | $6,363,923 |
| ISHARES U S ETF TR | MEAR | Other | 4.05% | 124,805 | +6,509 | +5.50% | $6,282,679 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.79% | 111,474 | -1,243 | -1.10% | $5,883,580 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.38% | 52,057 | -1,621 | -3.02% | $3,702,844 |
| ISHARES TR | IWF | Other | 2.38% | 8,654 | +76 | +0.89% | $3,690,202 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.31% | 35,965 | +4,449 | +14.12% | $3,591,485 |
| VANGUARD INDEX FDS | VBK | Other | 2.20% | 11,304 | -433 | -3.69% | $3,416,564 |
| ISHARES TR | USHY | Other | 2.16% | 91,150 | -1,356 | -1.47% | $3,357,975 |
| APPLE INC | AAPL | Technology | 1.91% | 11,687 | +6,383 | +120.34% | $2,966,144 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 1.85% | 43,707 | +6,633 | +17.89% | $2,871,120 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 1.65% | 25,885 | +10,703 | +70.50% | $2,564,686 |
| VANGUARD MALVERN FDS | VCRB | Other | 1.31% | 26,240 | +4,887 | +22.89% | $2,030,451 |
| BLACKROCK ETF TRUST II | HYMU | Other | 1.26% | 89,076 | +17,260 | +24.03% | $1,961,454 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.21% | 37,507 | +4,792 | +14.65% | $1,871,224 |
| VANGUARD INDEX FDS | VUG | Other | 1.18% | 4,177 | +644 | +18.23% | $1,824,472 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.04% | 47,429 | -2,749 | -5.48% | $1,611,147 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.94% | 30,950 | +1,449 | +4.91% | $1,457,126 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.85% | 24,370 | +456 | +1.91% | $1,317,199 |
| AMPLIFY ETF TR | DIVO | Other | 0.82% | 28,391 | -2,321 | -7.56% | $1,273,335 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.81% | 14,217 | +463 | +3.37% | $1,257,636 |
| VANGUARD INDEX FDS | VOE | Other | 0.79% | 6,614 | +141 | +2.18% | $1,218,828 |
| VANGUARD INDEX FDS | VOT | Other | 0.61% | 3,655 | -54 | -1.46% | $940,614 |
| TCW ETF TRUST | FLXR | Other | 0.59% | 23,280 | +869 | +3.88% | $914,206 |
| BLACKROCK ETF TRUST II | 092528843 | Other | 0.58% | 18,885 | +8,566 | +83.01% | $906,116 |
| VANGUARD INDEX FDS | VTI | Other | 0.47% | 2,295 | +7 | +0.31% | $736,345 |
| MICROSOFT CORP | MSFT | Technology | 0.47% | 1,962 | +85 | +4.53% | $726,375 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.46% | 20,385 | -175 | -0.85% | $714,290 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.37% | 880 | +271 | +44.50% | $572,055 |
| ALPHABET INC | GOOGL | Communication Services | 0.37% | 1,983 | +2 | +0.10% | $570,231 |
| ISHARES TR | STIP | Other | 0.35% | 5,265 | +2,775 | +111.45% | $544,559 |
| VANGUARD INDEX FDS | VBR | Other | 0.34% | 2,464 | -22 | -0.88% | $535,304 |
| NVIDIA CORPORATION | NVDA | Technology | 0.34% | 3,060 | +340 | +12.50% | $533,664 |
| BROADCOM INC | AVGO | Technology | 0.32% | 1,589 | -76 | -4.56% | $491,811 |
| EXXON MOBIL CORP | XOM | Energy | 0.31% | 2,846 | -107 | -3.62% | $482,852 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.28% | 2,086 | +94 | +4.72% | $434,451 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 902 | +2 | +0.22% | $432,238 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 1,429 | +25 | +1.78% | $420,468 |
| ISHARES TR | EFA | Other | 0.25% | 4,036 | -625 | -13.41% | $391,990 |
| DBX ETF TR | HDEF | Other | 0.24% | 11,521 | -735 | -6.00% | $373,396 |
| ISHARES TR | CMF | Other | 0.24% | 6,475 | +405 | +6.67% | $368,169 |
| ISHARES TR | IWM | Other | 0.22% | 1,401 | +1 | +0.07% | $347,352 |
| ISHARES TR | IJR | Other | 0.20% | 2,444 | -113 | -4.42% | $303,839 |
| VANGUARD BD INDEX FDS | BND | Other | 0.17% | 3,646 | +3,646 | +100.00% | $268,491 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.16% | 794 | -17 | -2.10% | $246,767 |
| META PLATFORMS INC | META | Communication Services | 0.16% | 428 | +43 | +11.17% | $244,872 |
| WISDOMTREE TR | USFR | Other | 0.15% | 4,701 | -72 | -1.51% | $236,648 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 935 | -103 | -9.92% | $228,551 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.14% | 5,403 | +5,403 | +100.00% | $220,604 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.14% | 220 | -23 | -9.47% | $219,233 |
| RTX CORPORATION | RTX | Industrials | 0.14% | 1,134 | +6 | +0.53% | $218,805 |
| PIMCO ETF TR | MUNI | Other | 0.14% | 4,074 | +4,074 | +100.00% | $212,622 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.13% | 1,398 | - | - | $207,044 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.13% | 300 | +300 | +100.00% | $204,672 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.13% | 2,715 | +2,715 | +100.00% | $203,897 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.13% | 679 | - | - | $200,386 |