DeLarme Wealth Management, Inc. — 13F holdings

DeLarme Wealth Management, Inc. reported 68 holdings worth $172M in its 13F filing for Q2 2026, filed August 10, 2026. That's up 11.1% from $155M in Q1 2026, when it reported 63 holdings. Its 10 largest positions make up 59.9% of the portfolio.

DeLarme Wealth Management, Inc.'s largest positions in Q2 2026

  1. VTV VANGUARD INDEX FDS — $22.8M (13.2%) · added 2%
  2. DFAI DIMENSIONAL ETF TRUST — $16.9M (9.8%) · added 2%
  3. DFCF DIMENSIONAL ETF TRUST — $12.2M (7.1%) · added 12%
  4. IVV ISHARES TR — $9.62M (5.6%) · added 1%
  5. DFAE DIMENSIONAL ETF TRUST — $8.66M (5.0%) · unchanged
  6. SGOV ISHARES TR — $6.96M (4.0%) · added 6%
  7. VUSB VANGUARD BD INDEX FDS — $6.94M (4.0%) · added 4%
  8. AVUV AMERICAN CENTY ETF TR — $6.93M (4.0%) · cut 4%
  9. MEAR ISHARES U S ETF TR — $6.44M (3.7%) · added 2%
  10. DFIV DIMENSIONAL ETF TRUST — $5.84M (3.4%) · cut 3%
  11. CALI BLACKROCK ETF TRUST II — $4.87M (2.8%) · added 8%
  12. IWF ISHARES TR — $4.32M (2.5%) · unchanged
  13. DIMENSIONAL ETF TRUST — $4.26M (2.5%) · unchanged
  14. VBK VANGUARD INDEX FDS — $4.02M (2.3%) · cut 3%
  15. AVDV AMERICAN CENTY ETF TR — $3.85M (2.2%) · added 4%
  16. AAPL APPLE INC — $3.42M (2.0%) · added 1%
  17. USHY ISHARES TR — $3.36M (1.9%) · unchanged
  18. VTEC VANGUARD CALIF TAX FREE FDS — $3.28M (1.9%) · added 26%
  19. VWOB VANGUARD WHITEHALL FDS — $2.98M (1.7%) · added 1%
  20. VTEB VANGUARD MUN BD FDS — $2.24M (1.3%) · added 18%

What DeLarme Wealth Management, Inc. bought in Q2 2026

6 new positions and 29 positions added to.

  1. DFCF DIMENSIONAL ETF TRUST — added, about $1.28M
  2. VTEC VANGUARD CALIF TAX FREE FDS — added, about $671K
  3. AMD ADVANCED MICRO DEVICES INC — new position, about $462K
  4. VTV VANGUARD INDEX FDS — added, about $443K
  5. DFAI DIMENSIONAL ETF TRUST — added, about $389K
  6. SGOV ISHARES TR — added, about $374K
  7. CALI BLACKROCK ETF TRUST II — added, about $366K
  8. VTEB VANGUARD MUN BD FDS — added, about $346K
  9. VCYT VERACYTE INC — new position, about $294K
  10. VUSB VANGUARD BD INDEX FDS — added, about $293K

What DeLarme Wealth Management, Inc. sold in Q2 2026

1 position sold out and 11 reduced.

  1. AVUV AMERICAN CENTY ETF TR — cut 4%, about $260K
  2. DFIV DIMENSIONAL ETF TRUST — cut 3%, about $182K
  3. NOC NORTHROP GRUMMAN CORP — sold out, about $153K
  4. VBK VANGUARD INDEX FDS — cut 3%, about $118K
  5. DIVO AMPLIFY ETF TR — cut 7%, about $97.1K
  6. DIMENSIONAL ETF TRUST — cut 11%, about $83.2K
  7. NVDA NVIDIA CORPORATION — cut 6%, about $35.0K
  8. IJR ISHARES TR — cut 8%, about $27.7K
  9. AVGO BROADCOM INC — cut 3%, about $20.0K
  10. GOOGL ALPHABET INC — cut 2%, about $17.2K

DeLarme Wealth Management, Inc. portfolio value by quarter

What does DeLarme Wealth Management, Inc. own?

Its largest positions in Q2 2026 were VTV, DFAI, DFCF, IVV, DFAE, out of 68 holdings worth $172M.

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

In Q2 2026 it opened 6 new positions and added to 29; the largest buys were DFCF, VTEC, AMD.

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

In Q2 2026 it sold out of 1 position and reduced 11, including NOC.