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Delarme Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Delarme Wealth Management, Inc.

Investment Activity

  • Delarme 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 New Holdings this Quarter

921937835 - Vanguard Total Bond Market ETF
$268,491 Holding
81369Y860 - Real Estate Select Sector SPDR Fund
$220,604 Holding
666807102 - Northrop Grumman
$204,672 Holding
922042775 - 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 Time

Map of 500 Largest Holdings ofDelarme Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$20,109,273$299,204 1.5%102,49413.0%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$15,614,844$465,416 3.1%400,79210.1%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$10,969,931$2,321,254 26.8%259,8287.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,296,590$316,160 4.0%12,7015.3%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$7,369,750$412,617 5.9%217,6544.7%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$6,651,828$190,776 3.0%133,6114.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$6,587,230$3,386,927 105.8%65,4404.2%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$6,363,923$527,602 -7.7%57,6084.1%ETF
iShares Short Maturity Municipal Bond Active ETF stock logo
MEAR
iShares Short Maturity Municipal Bond Active ETF
$6,282,679$327,663 5.5%124,8054.0%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$5,883,580$65,605 -1.1%111,4743.8%ETF
BLACKROCK ETF TRUST II
$4,496,591$968,811 27.5%89,1652.9%ISHARES SHORT-TE
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$3,702,844$115,303 -3.0%52,0572.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3,690,202$32,408 0.9%8,6542.4%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$3,591,485$444,280 14.1%35,9652.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$3,416,564$130,872 -3.7%11,3042.2%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$3,357,975$49,955 -1.5%91,1502.2%ETF
Apple Inc. stock logo
AAPL
Apple
$2,966,144$1,619,996 120.3%11,6871.9%Computer and Technology
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$2,871,120$435,723 17.9%43,7071.8%ETF
VANGUARD CALIF TAX FREE FDS
$2,564,686$1,060,453 70.5%25,8851.7%TAX EXEMPT BD FD
VANGUARD MALVERN FDS
$2,030,451$378,156 22.9%26,2401.3%CORE BD ETF
iShares High Yield Muni Income Active ETF stock logo
HYMU
iShares High Yield Muni Income Active ETF
$1,961,454$380,065 24.0%89,0761.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,871,224$239,073 14.6%37,5071.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,824,472$281,293 18.2%4,1771.2%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,611,147$93,383 -5.5%47,4291.0%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$1,457,126$68,219 4.9%30,9500.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,317,199$24,647 1.9%24,3700.8%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$1,273,335$104,097 -7.6%28,3910.8%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$1,257,636$40,957 3.4%14,2170.8%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,218,828$25,983 2.2%6,6140.8%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$940,614$13,897 -1.5%3,6550.6%ETF
TCW ETF TRUST
$914,206$34,126 3.9%23,2800.6%FLEXIBLE INCOME
BLACKROCK ETF TRUST II
$906,116$411,003 83.0%18,8850.6%ISHARES HIGH YIE
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$736,345$2,246 0.3%2,2950.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$726,375$31,469 4.5%1,9620.5%Computer and Technology
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$714,290$6,132 -0.9%20,3850.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$572,055$176,167 44.5%8800.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$570,231$575 0.1%1,9830.4%Computer and Technology
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$544,559$287,018 111.4%5,2650.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$535,304$4,780 -0.9%2,4640.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$533,664$59,296 12.5%3,0600.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$491,811$23,523 -4.6%1,5890.3%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$482,852$18,154 -3.6%2,8460.3%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$434,451$19,577 4.7%2,0860.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$432,238$958 0.2%9020.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$420,468$7,356 1.8%1,4290.3%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$391,990$60,702 -13.4%4,0360.3%Finance
Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock logo
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$373,396$23,821 -6.0%11,5210.2%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$368,169$23,028 6.7%6,4750.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$347,352$248 0.1%1,4010.2%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$303,839$14,048 -4.4%2,4440.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$268,491$268,491 New Holding3,6460.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$246,767$5,283 -2.1%7940.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$244,872$24,602 11.2%4280.2%Computer and Technology
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$236,648$3,624 -1.5%4,7010.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$228,551$25,177 -9.9%9350.1%Medical
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$220,604$220,604 New Holding5,4030.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$219,233$22,920 -9.5%2200.1%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$218,805$1,158 0.5%1,1340.1%Aerospace
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$212,622$212,622 New Holding4,0740.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$207,0440.0%1,3980.1%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$204,672$204,672 New Holding3000.1%Aerospace
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$203,897$203,897 New Holding2,7150.1%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$200,3860.0%6790.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$0$261,284 -100.0%00.0%ETF
Veracyte, Inc. stock logo
VCYT
Veracyte
$0$252,600 -100.0%00.0%Medical
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$0$211,290 -100.0%00.0%ETF
BlackRock Debt Strategies Fund, Inc. stock logo
DSU
BlackRock Debt Strategies Fund
$0$115,706 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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