Holders — by stockHoldings — by fund
DeLarme Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002070361
$172.5M
disclosed book value
68
positions
13.2%
largest position share
Positions, as of 2026-06-30
top 68 of 68 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 104,526 | $22.8M | 13.2% |
| 2 | DFAIDIMENSIONAL ETF TRUST | 410,223 | $16.9M | 9.8% |
| 3 | DFCFDIMENSIONAL ETF TRUST | 290,189 | $12.2M | 7.1% |
| 4 | IVVISHARES TR | 12,841 | $9.6M | 5.6% |
| 5 | DFAEDIMENSIONAL ETF TRUST | 215,492 | $8.7M | 5% |
| 6 | SGOVISHARES TR | 69,151 | $7.0M | 4% |
| 7 | VUSBVANGUARD BD INDEX FDS | 139,499 | $6.9M | 4% |
| 8 | AVUVAMERICAN CENTY ETF TR | 55,522 | $6.9M | 4% |
| 9 | MEARISHARES U S ETF TR | 127,864 | $6.4M | 3.7% |
| 10 | DFIVDIMENSIONAL ETF TRUST | 108,113 | $5.8M | 3.4% |
| 11 | CALIBLACKROCK ETF TRUST II | 96,404 | $4.9M | 2.8% |
| 12 | IWFISHARES TR | 34,794 | $4.3M | 2.5% |
| 13 | DFASDIMENSIONAL ETF TRUST | 51,763 | $4.3M | 2.5% |
| 14 | VBKVANGUARD INDEX FDS | 10,982 | $4.0M | 2.3% |
| 15 | AVDVAMERICAN CENTY ETF TR | 37,384 | $3.9M | 2.2% |
| 16 | AAPLAPPLE INC | 11,830 | $3.4M | 2% |
| 17 | USHYISHARES TR | 90,790 | $3.4M | 1.9% |
| 18 | VTECVANGUARD CALIF TAX FREE FDS | 32,557 | $3.3M | 1.9% |
| 19 | VWOBVANGUARD WHITEHALL FDS | 44,355 | $3.0M | 1.7% |
| 20 | VTEBVANGUARD MUN BD FDS | 44,339 | $2.2M | 1.3% |
| 21 | SHYMBLACKROCK ETF TRUST II | 96,134 | $2.2M | 1.3% |
| 22 | VUGVANGUARD INDEX FDS | 24,866 | $2.1M | 1.2% |
| 23 | VCRBVANGUARD MALVERN FDS | 26,315 | $2.0M | 1.2% |
| 24 | DFAXDIMENSIONAL ETF TRUST | 47,056 | $1.7M | 1% |
| 25 | JCPBJ P MORGAN EXCHANGE TRADED F | 32,040 | $1.5M | 0.9% |
| 26 | VWOVANGUARD INTL EQUITY INDEX F | 24,154 | $1.4M | 0.8% |
| 27 | VIGIVANGUARD WHITEHALL FDS | 15,047 | $1.4M | 0.8% |
| 28 | VOEVANGUARD INDEX FDS | 6,683 | $1.3M | 0.8% |
| 29 | VOTVANGUARD INDEX FDS | 3,973 | $1.2M | 0.7% |
| 30 | DIVOAMPLIFY ETF TR | 26,267 | $1.2M | 0.7% |
| 31 | HIMUBLACKROCK ETF TRUST II | 22,144 | $1.1M | 0.6% |
| 32 | FLXRTCW ETF TRUST | 24,085 | $944,373 | 0.5% |
| 33 | VTIVANGUARD INDEX FDS | 2,296 | $849,691 | 0.5% |
| 34 | MSFTMICROSOFT CORP | 1,967 | $733,588 | 0.4% |
| 35 | DFSVDIMENSIONAL ETF TRUST | 18,240 | $707,530 | 0.4% |
| 36 | GOOGLALPHABET INC | 1,935 | $691,511 | 0.4% |
| 37 | SPYSTATE STR SPDR S&P 500 ETF T | 880 | $657,317 | 0.4% |
| 38 | VBRVANGUARD INDEX FDS | 2,464 | $598,727 | 0.3% |
| 39 | STIPISHARES TR | 5,778 | $590,280 | 0.3% |
| 40 | AVGOBROADCOM INC | 1,536 | $580,224 | 0.3% |
| 41 | NVDANVIDIA CORPORATION | 2,885 | $577,260 | 0.3% |
| 42 | AMZNAMAZON COM INC | 2,226 | $530,545 | 0.3% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 952 | $476,371 | 0.3% |
| 44 | AMDADVANCED MICRO DEVICES INC | 795 | $461,823 | 0.3% |
| 45 | JPMJPMORGAN CHASE & CO | 1,382 | $452,445 | 0.3% |
| 46 | IWMISHARES TR | 1,402 | $421,176 | 0.2% |
| 47 | EFAISHARES TR | 4,052 | $420,909 | 0.2% |
| 48 | CMFISHARES TR | 6,940 | $400,022 | 0.2% |
| 49 | XOMEXXON MOBIL CORP | 2,890 | $395,121 | 0.2% |
| 50 | HDEFDBX ETF TR | 11,481 | $368,999 | 0.2% |
| 51 | IJRISHARES TR | 2,257 | $334,667 | 0.2% |
| 52 | BNDVANGUARD BD INDEX FDS | 4,209 | $308,983 | 0.2% |
| 53 | VCYTVERACYTE INC | 5,000 | $293,650 | 0.2% |
| 54 | METAMETA PLATFORMS INC | 493 | $277,702 | 0.2% |
| 55 | MUMICRON TECHNOLOGY INC | 240 | $277,051 | 0.2% |
| 56 | XLRESELECT SECTOR SPDR TR | 5,500 | $242,165 | 0.1% |
| 57 | JNJJOHNSON & JOHNSON | 935 | $237,462 | 0.1% |
| 58 | USFRWISDOMTREE TR | 4,701 | $236,695 | 0.1% |
| 59 | VONEVANGUARD SCOTTSDALE FDS | 679 | $229,991 | 0.1% |
| 60 | VEUVANGUARD INTL EQUITY INDEX F | 2,715 | $227,381 | 0.1% |
| 61 | EEMISHARES TR | 3,251 | $222,393 | 0.1% |
| 62 | VYMVANGUARD WHITEHALL FDS | 1,398 | $220,926 | 0.1% |
| 63 | COSTCOSTCO WHOLESALE CORPORATION | 233 | $217,991 | 0.1% |
| 64 | RTXRTX CORPORATION | 1,140 | $216,202 | 0.1% |
| 65 | LLYELI LILLY & CO | 179 | $214,875 | 0.1% |
| 66 | MUNIPIMCO ETF TR | 4,074 | $214,292 | 0.1% |
| 67 | DFUSDIMENSIONAL ETF TRUST | 2,576 | $211,077 | 0.1% |
| 68 | MCDMCDONALDS CORP | 766 | $207,057 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.