Delarme Wealth Management, Inc. Top Holdings and 13F Report (2026) About Delarme Wealth Management, Inc.Investment ActivityDelarme Wealth Management, Inc. has $155.26 million in total holdings as of March 31, 2026.Delarme Wealth Management, Inc. owns shares of 63 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.25% of the portfolio was purchased this quarter.About 1.38% of the portfolio was sold this quarter.This quarter, Delarme Wealth Management, Inc. has purchased 62 new stocks and bought additional shares in 37 stocks.Delarme Wealth Management, Inc. sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Value ETF $20,109,273Dimensional International Core Equity Market ETF $15,614,844Dimensional Core Fixed Income ETF $10,969,931iShares Core S&P 500 ETF $8,296,590Dimensional Emerging Core Equity Market ETF $7,369,750 Largest New Holdings this Quarter 921937835 - Vanguard Total Bond Market ETF $268,491 Holding81369Y860 - Real Estate Select Sector SPDR Fund $220,604 Holding72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $212,622 Holding666807102 - Northrop Grumman $204,672 Holding922042775 - Vanguard FTSE All-World ex-US ETF $203,897 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 33,647 shares (about $3.39M)Dimensional Core Fixed Income ETF 54,980 shares (about $2.32M)Apple 6,383 shares (about $1.62M)VANGUARD CALIF TAX FREE FDS 10,703 shares (about $1.06M)BLACKROCK ETF TRUST II 19,211 shares (about $968.81K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 4,776 shares (about $527.60K)Vanguard Small-Cap Growth ETF 433 shares (about $130.87K)Dimensional U.S. Small Cap ETF 1,621 shares (about $115.30K)Amplify CWP Enhanced Dividend Income ETF 2,321 shares (about $104.10K)Dimensional World ex U.S. Core Equity 2 ETF 2,749 shares (about $93.38K) 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$20,109,273$299,204 â–²1.5%102,49413.0%ETFDFAIDimensional International Core Equity Market ETF$15,614,844$465,416 â–²3.1%400,79210.1%ETFDFCFDimensional Core Fixed Income ETF$10,969,931$2,321,254 â–²26.8%259,8287.1%ETFIVViShares Core S&P 500 ETF$8,296,590$316,160 â–²4.0%12,7015.3%ETFDFAEDimensional Emerging Core Equity Market ETF$7,369,750$412,617 â–²5.9%217,6544.7%ETFVUSBVanguard Ultra-Short Bond ETF$6,651,828$190,776 â–²3.0%133,6114.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$6,587,230$3,386,927 â–²105.8%65,4404.2%ETFAVUVAvantis U.S. Small Cap Value ETF$6,363,923$527,602 â–¼-7.7%57,6084.1%ETFMEARiShares Short Maturity Municipal Bond Active ETF$6,282,679$327,663 â–²5.5%124,8054.0%ETFDFIVDimensional International Value ETF$5,883,580$65,605 â–¼-1.1%111,4743.8%ETFBLACKROCK ETF TRUST II$4,496,591$968,811 â–²27.5%89,1652.9%ISHARES SHORT-TEDFASDimensional U.S. Small Cap ETF$3,702,844$115,303 â–¼-3.0%52,0572.4%ETFIWFiShares Russell 1000 Growth ETF$3,690,202$32,408 â–²0.9%8,6542.4%ETFAVDVAvantis International Small Cap Value ETF$3,591,485$444,280 â–²14.1%35,9652.3%ETFVBKVanguard Small-Cap Growth ETF$3,416,564$130,872 â–¼-3.7%11,3042.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$3,357,975$49,955 â–¼-1.5%91,1502.2%ETFAAPLApple$2,966,144$1,619,996 â–²120.3%11,6871.9%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$2,871,120$435,723 â–²17.9%43,7071.8%ETFVANGUARD CALIF TAX FREE FDS$2,564,686$1,060,453 â–²70.5%25,8851.7%TAX EXEMPT BD FDVANGUARD MALVERN FDS$2,030,451$378,156 â–²22.9%26,2401.3%CORE BD ETFHYMUiShares High Yield Muni Income Active ETF$1,961,454$380,065 â–²24.0%89,0761.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,871,224$239,073 â–²14.6%37,5071.2%ETFVUGVanguard Growth ETF$1,824,472$281,293 â–²18.2%4,1771.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,611,147$93,383 â–¼-5.5%47,4291.0%ETFJCPBJPMorgan Core Plus Bond ETF$1,457,126$68,219 â–²4.9%30,9500.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,317,199$24,647 â–²1.9%24,3700.8%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,273,335$104,097 â–¼-7.6%28,3910.8%ETFVIGIVanguard International Dividend Appreciation ETF$1,257,636$40,957 â–²3.4%14,2170.8%ETFVOEVanguard Mid-Cap Value ETF$1,218,828$25,983 â–²2.2%6,6140.8%ETFVOTVanguard Mid-Cap Growth ETF$940,614$13,897 â–¼-1.5%3,6550.6%ETFTCW ETF TRUST$914,206$34,126 â–²3.9%23,2800.6%FLEXIBLE INCOMEBLACKROCK ETF TRUST II$906,116$411,003 â–²83.0%18,8850.6%ISHARES HIGH YIEVTIVanguard Total Stock Market ETF$736,345$2,246 â–²0.3%2,2950.5%ETFMSFTMicrosoft$726,375$31,469 â–²4.5%1,9620.5%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$714,290$6,132 â–¼-0.9%20,3850.5%ETFSPYSPDR S&P 500 ETF Trust$572,055$176,167 â–²44.5%8800.4%FinanceGOOGLAlphabet$570,231$575 â–²0.1%1,9830.4%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$544,559$287,018 â–²111.4%5,2650.4%ETFVBRVanguard Small-Cap Value ETF$535,304$4,780 â–¼-0.9%2,4640.3%ETFNVDANVIDIA$533,664$59,296 â–²12.5%3,0600.3%Computer and TechnologyAVGOBroadcom$491,811$23,523 â–¼-4.6%1,5890.3%Computer and TechnologyXOMExxonMobil$482,852$18,154 â–¼-3.6%2,8460.3%EnergyAMZNAmazon.com$434,451$19,577 â–²4.7%2,0860.3%Retail/WholesaleBRK.BBerkshire Hathaway$432,238$958 â–²0.2%9020.3%FinanceJPMJPMorgan Chase & Co.$420,468$7,356 â–²1.8%1,4290.3%FinanceEFAiShares MSCI EAFE ETF$391,990$60,702 â–¼-13.4%4,0360.3%FinanceHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$373,396$23,821 â–¼-6.0%11,5210.2%ETFCMFiShares California Muni Bond ETF$368,169$23,028 â–²6.7%6,4750.2%ETFIWMiShares Russell 2000 ETF$347,352$248 â–²0.1%1,4010.2%FinanceIJRiShares Core S&P Small-Cap ETF$303,839$14,048 â–¼-4.4%2,4440.2%ETFBNDVanguard Total Bond Market ETF$268,491$268,491 â–²New Holding3,6460.2%ETFMCDMcDonald's$246,767$5,283 â–¼-2.1%7940.2%Retail/WholesaleMETAMeta Platforms$244,872$24,602 â–²11.2%4280.2%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$236,648$3,624 â–¼-1.5%4,7010.2%FinanceJNJJohnson & Johnson$228,551$25,177 â–¼-9.9%9350.1%MedicalXLREReal Estate Select Sector SPDR Fund$220,604$220,604 â–²New Holding5,4030.1%ETFCOSTCostco Wholesale$219,233$22,920 â–¼-9.5%2200.1%Retail/WholesaleRTXRTX$218,805$1,158 â–²0.5%1,1340.1%AerospaceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$212,622$212,622 â–²New Holding4,0740.1%ETFVYMVanguard High Dividend Yield ETF$207,0440.0%1,3980.1%Financial ServicesNOCNorthrop Grumman$204,672$204,672 â–²New Holding3000.1%AerospaceVEUVanguard FTSE All-World ex-US ETF$203,897$203,897 â–²New Holding2,7150.1%ETFVONEVanguard Russell 1000 ETF$200,3860.0%6790.1%ETFVVVanguard Large-Cap ETF$0$261,284 â–¼-100.0%00.0%ETFVCYTVeracyte$0$252,600 â–¼-100.0%00.0%MedicalSDYSPDR S&P Dividend ETF$0$211,290 â–¼-100.0%00.0%ETFDSUBlackRock Debt Strategies Fund$0$115,706 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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