Delarme Wealth Management, Inc. Top Holdings and 13F Report (2026) About Delarme Wealth Management, Inc.Investment ActivityDelarme Wealth Management, Inc. has $177.77 million in total holdings as of September 30, 2026.Delarme Wealth Management, Inc. owns shares of 71 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.78% of the portfolio was purchased this quarter.About 1.87% of the portfolio was sold this quarter.This quarter, Delarme Wealth Management, Inc. has purchased 68 new stocks and bought additional shares in 43 stocks.Delarme Wealth Management, Inc. sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Value ETF $22,673,274Dimensional International Core Equity Market ETF $17,562,189Dimensional Core Fixed Income ETF $12,921,890iShares Core S&P 500 ETF $9,998,938Dimensional Emerging Core Equity Market ETF $8,961,068 Largest New Holdings this Quarter 46654Q484 - J P MORGAN EXCHANGE TRADED F $510,799 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $459,281 Holding46436E528 - iShares iBonds 2026 Term High Yield and Income ETF $376,972 Holding149123101 - Caterpillar $375,396 Holding25434V633 - Dimensional California Municipal Bond ETF $373,018 Holding Largest Purchases this Quarter ISHARES TR 13,714 shares (about $1.38M)Dimensional Core Fixed Income ETF 31,892 shares (about $1.28M)Dimensional International Core Equity Market ETF 13,677 shares (about $566.64K)J P MORGAN EXCHANGE TRADED F 10,790 shares (about $510.80K)Dimensional Emerging Core Equity Market ETF 12,467 shares (about $490.08K) Largest Sales this Quarter VANGUARD CALIF TAX FREE FDS 4,540 shares (about $428.03K)J P MORGAN EXCHANGE TRADED F 4,931 shares (about $220.81K)Vanguard Mid-Cap Value ETF 760 shares (about $148.60K)Vanguard Small-Cap Growth ETF 430 shares (about $145.27K)Avantis U.S. Small Cap Value ETF 1,134 shares (about $133.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDelarme Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$22,673,274$87,296 ▲0.4%104,93012.8%ETFDFAIDimensional International Core Equity Market ETF$17,562,189$566,638 ▲3.3%423,9009.9%ETFDFCFDimensional Core Fixed Income ETF$12,921,890$1,279,507 ▲11.0%322,0817.3%ETFIVViShares Core S&P 500 ETF$9,998,938$164,658 ▲1.7%13,0565.6%ETFDFAEDimensional Emerging Core Equity Market ETF$8,961,068$490,078 ▲5.8%227,9595.0%ETFISHARES TR$8,342,859$1,380,727 ▲19.8%82,8654.7%0-3 MTH TREASURYVUSBVanguard Ultra-Short Bond ETF$7,272,701$360,526 ▲5.2%146,7754.1%ETFMEARiShares Short Maturity Municipal Bond Active ETF$6,830,924$485,034 ▲7.6%137,6373.8%ETFAVUVAvantis U.S. Small Cap Value ETF$6,405,275$133,551 ▼-2.0%54,3883.6%ETFDFIVDimensional International Value ETF$6,141,081$101,889 ▲1.7%109,9373.5%ETFBLACKROCK ETF TRUST II$4,908,327$106,444 ▲2.2%98,5412.8%ISHA SH TERM ETFIWFiShares Russell 1000 Growth ETF$4,347,023$11,273 ▼-0.3%34,7042.4%ETFDFASDimensional U.S. Small Cap ETF$4,281,791$274,299 ▲6.8%55,3062.4%ETFAVDVAvantis International Small Cap Value ETF$4,272,602$183,540 ▲4.5%39,0622.4%ETFAAPLApple$4,043,445$103,900 ▲2.6%12,1422.3%TechnologyVBKVanguard Small-Cap Growth ETF$3,564,782$145,267 ▼-3.9%10,5522.0%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$3,404,009$160,990 ▲5.0%95,2971.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$3,024,243$224,112 ▲8.0%47,9051.7%ETFVANGUARD CALIF TAX FREE FDS$2,641,443$428,031 ▼-13.9%28,0171.5%TAX EXEMPT BD FDVUGVanguard Growth ETF$2,362,594$121,919 ▲5.4%26,2191.3%ETFVTEBVanguard Tax-Exempt Bond ETF$2,224,783$124,888 ▲5.9%46,9761.3%ETFHYMUiShares High Yield Muni Income Active ETF$2,072,434$17,570 ▲0.9%96,9561.2%ETFVANGUARD MALVERN FDS$1,986,562$49,252 ▲2.5%26,9841.1%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,787,289$45,275 ▲2.6%48,2791.0%ETFVWOVanguard FTSE Emerging Markets ETF$1,425,160$7,414 ▼-0.5%24,0290.8%ETFVIGIVanguard International Dividend Appreciation ETF$1,405,631$15,107 ▼-1.1%14,8870.8%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,225,848$4,695 ▲0.4%26,3680.7%ETFJ P MORGAN EXCHANGE TRADED F$1,213,941$220,810 ▼-15.4%27,1090.7%CORE PLUS BD ETFVOTVanguard Mid-Cap Growth ETF$1,164,895$4,382 ▲0.4%3,9880.7%ETFVOEVanguard Mid-Cap Value ETF$1,158,124$148,603 ▼-11.4%5,9230.7%ETFTCW ETF TRUST$1,136,193$222,649 ▲24.4%29,9550.6%FLEXIBLE INCOMEMSFTMicrosoft$1,082,732$73,858 ▲7.3%2,1110.6%TechnologyBLACKROCK ETF TRUST II$1,016,608$5,070 ▲0.5%22,2550.6%ISH HIG MUN ETFVTIVanguard Total Stock Market ETF$859,4370.0%2,2960.5%ETFSPYSPDR S&P 500 ETF Trust$717,494$46,511 ▲6.9%9410.4%ETFGOOGLAlphabet$667,171$1,376 ▲0.2%1,9390.4%Communication ServicesNVDANVIDIA$633,069$25,807 ▼-3.9%2,7720.4%TechnologyVBRVanguard Small-Cap Value ETF$607,840$38,582 ▲6.8%2,6310.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$579,058$2,991 ▲0.5%5,8080.3%ETFBRK.BBerkshire Hathaway$576,128$102,080 ▲21.5%1,1570.3%FinanceAVGOBroadcom$550,315$10,887 ▲2.0%1,5670.3%TechnologyJ P MORGAN EXCHANGE TRADED F$510,799$510,799 ▲New Holding10,7900.3%CALIFORNIA TAX FAMZNAmazon.com$492,320$62,287 ▼-11.2%1,9760.3%Consumer DiscretionaryAMDAdvanced Micro Devices$486,3490.0%7950.3%TechnologyHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$474,057$102,647 ▲27.6%14,6540.3%ETFJPMJPMorgan Chase & Co.$461,839$4,632 ▲1.0%1,3960.3%FinanceEXXONMOBIL HOLDINGS CORP$459,281$459,281 ▲New Holding2,8220.3%COM SHS *A*CMFiShares California Muni Bond ETF$396,970$21,377 ▲5.7%7,3350.2%ETFEFAiShares MSCI EAFE ETF$394,665$26,283 ▼-6.2%3,7990.2%ETFIWMiShares Russell 2000 ETF$389,926$278 ▲0.1%1,4030.2%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$376,972$376,972 ▲New Holding16,7320.2%ETFCATCaterpillar$375,396$375,396 ▲New Holding4630.2%IndustrialsDFCADimensional California Municipal Bond ETF$373,018$373,018 ▲New Holding7,8250.2%ETFBNDVanguard Total Bond Market ETF$349,628$54,366 ▲18.4%4,9840.2%ETFMUMicron Technology$330,239$74,570 ▲29.2%3100.2%TechnologyIJRiShares Core S&P Small-Cap ETF$299,882$7,211 ▼-2.3%2,2040.2%ETFXLREReal Estate Select Sector SPDR Fund$292,302$67,297 ▲29.9%7,1450.2%ETFMETAMeta Platforms$276,294$81,220 ▼-22.7%3810.2%Communication ServicesABBVAbbVie$269,699$269,699 ▲New Holding1,0310.2%HealthcareJNJJohnson & Johnson$268,446$20,914 ▲8.4%1,0140.2%HealthcareVVisa$238,954$238,954 ▲New Holding6650.1%FinanceVONEVanguard Russell 1000 ETF$233,5760.0%6790.1%ETFRTXRTX$231,134$19,493 ▲9.2%1,2450.1%IndustrialsMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$225,940$23,503 ▲11.6%4,5470.1%ETFVEUVanguard FTSE All-World ex-US ETF$225,2640.0%2,7150.1%ETFCOSTCostco Wholesale$220,338$8,194 ▲3.9%2420.1%Consumer StaplesVCYTVeracyte$217,309$12,891 ▼-5.6%4,7200.1%HealthcareDFUSDimensional U.S. Equity ETF$213,8850.0%2,5760.1%ETFKOCoca-Cola$213,479$213,479 ▲New Holding2,4800.1%Consumer StaplesPGProcter & Gamble$213,416$213,416 ▲New Holding1,4690.1%Consumer StaplesLLYEli Lilly and Company$208,475$1,158 ▲0.6%1800.1%HealthcareDFSVDimensional US Small Cap Value ETF$0$707,530 ▼-100.0%00.0%ETFXOMExxonMobil$0$395,121 ▼-100.0%00.0%EnergyUSFRWisdomTree Floating Rate Treasury Fund$0$236,695 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$222,393 ▼-100.0%00.0%ETFVYMVanguard High Dividend Yield ETF$0$220,926 ▼-100.0%00.0%ETFMCDMcDonald's$0$207,057 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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