Delarme Wealth Management, Inc. Top Holdings and 13F Report (2026) About Delarme Wealth Management, Inc.Investment ActivityDelarme Wealth Management, Inc. has $172.46 million in total holdings as of June 30, 2026.Delarme Wealth Management, Inc. owns shares of 68 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 7.08% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Delarme Wealth Management, Inc. has purchased 63 new stocks and bought additional shares in 37 stocks.Delarme Wealth Management, Inc. sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Value ETF $22,779,421Dimensional International Core Equity Market ETF $16,921,705Dimensional Core Fixed Income ETF $12,248,871iShares Core S&P 500 ETF $9,616,208Dimensional Emerging Core Equity Market ETF $8,664,928 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $461,823 Holding92337F107 - Veracyte $293,650 Holding595112103 - Micron Technology $277,051 Holding464287234 - iShares MSCI Emerging Markets ETF $222,393 Holding532457108 - Eli Lilly and Company $214,875 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 26,140 shares (about $3.25M)Vanguard Growth ETF 20,689 shares (about $1.78M)Dimensional Core Fixed Income ETF 30,361 shares (about $1.28M)VANGUARD CALIF TAX FREE FDS 6,672 shares (about $671.20K)Advanced Micro Devices 795 shares (about $461.82K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 2,086 shares (about $260.25K)Dimensional International Value ETF 3,361 shares (about $181.56K)Vanguard Small-Cap Growth ETF 322 shares (about $117.76K)Amplify CWP Enhanced Dividend Income ETF 2,124 shares (about $97.07K)Dimensional Emerging Core Equity Market ETF 2,162 shares (about $86.93K) 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$22,779,421$442,835 â–²2.0%104,52613.2%ETFDFAIDimensional International Core Equity Market ETF$16,921,705$389,029 â–²2.4%410,2239.8%ETFDFCFDimensional Core Fixed Income ETF$12,248,871$1,281,537 â–²11.7%290,1897.1%ETFIVViShares Core S&P 500 ETF$9,616,208$104,841 â–²1.1%12,8415.6%ETFDFAEDimensional Emerging Core Equity Market ETF$8,664,928$86,934 â–¼-1.0%215,4925.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$6,961,478$373,589 â–²5.7%69,1514.0%ETFVUSBVanguard Ultra-Short Bond ETF$6,944,239$293,104 â–²4.4%139,4994.0%ETFAVUVAvantis U.S. Small Cap Value ETF$6,926,871$260,247 â–¼-3.6%55,5224.0%ETFMEARiShares Short Maturity Municipal Bond Active ETF$6,441,769$154,112 â–²2.5%127,8643.7%ETFDFIVDimensional International Value ETF$5,840,261$181,561 â–¼-3.0%108,1133.4%ETFBLACKROCK ETF TRUST II$4,871,776$365,823 â–²8.1%96,4042.8%ISHA SH TERM ETFIWFiShares Russell 1000 Growth ETF$4,320,310$3,245,758 â–²302.1%34,7942.5%ETFDFASDimensional U.S. Small Cap ETF$4,262,177$24,208 â–¼-0.6%51,7632.5%ETFVBKVanguard Small-Cap Growth ETF$4,016,118$117,755 â–¼-2.8%10,9822.3%ETFAVDVAvantis International Small Cap Value ETF$3,852,415$146,228 â–²3.9%37,3842.2%ETFAAPLApple$3,423,024$41,377 â–²1.2%11,8302.0%TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$3,361,055$13,327 â–¼-0.4%90,7901.9%ETFVANGUARD CALIF TAX FREE FDS$3,275,234$671,203 â–²25.8%32,5571.9%TAX EXEMPT BD FDVWOBVanguard Emerging Markets Government Bond ETF$2,982,454$43,572 â–²1.5%44,3551.7%ETFVTEBVanguard Tax-Exempt Bond ETF$2,242,667$345,563 â–²18.2%44,3391.3%ETFHYMUiShares High Yield Muni Income Active ETF$2,158,208$158,452 â–²7.9%96,1341.3%ETFVUGVanguard Growth ETF$2,141,957$1,782,150 â–²495.3%24,8661.2%ETFVANGUARD MALVERN FDS$2,032,379$5,792 â–²0.3%26,3151.2%CORE BD ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,733,541$13,741 â–¼-0.8%47,0561.0%ETFJCPBJPMorgan Core Plus Bond ETF$1,503,958$51,165 â–²3.5%32,0400.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,441,752$12,893 â–¼-0.9%24,1540.8%ETFVIGIVanguard International Dividend Appreciation ETF$1,405,089$77,505 â–²5.8%15,0470.8%ETFVOEVanguard Mid-Cap Value ETF$1,320,561$13,634 â–²1.0%6,6830.8%ETFVOTVanguard Mid-Cap Growth ETF$1,216,930$97,403 â–²8.7%3,9730.7%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,200,402$97,067 â–¼-7.5%26,2670.7%ETFBLACKROCK ETF TRUST II$1,102,784$162,300 â–²17.3%22,1440.6%ISH HIG MUN ETFTCW ETF TRUST$944,373$31,564 â–²3.5%24,0850.5%FLEXIBLE INCOMEVTIVanguard Total Stock Market ETF$849,691$370 â–²0.0%2,2960.5%ETFMSFTMicrosoft$733,588$1,865 â–²0.3%1,9670.4%TechnologyDFSVDimensional US Small Cap Value ETF$707,530$83,205 â–¼-10.5%18,2400.4%ETFGOOGLAlphabet$691,511$17,154 â–¼-2.4%1,9350.4%Communication ServicesSPYSPDR S&P 500 ETF Trust$657,3170.0%8800.4%ETFVBRVanguard Small-Cap Value ETF$598,7270.0%2,4640.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$590,280$52,408 â–²9.7%5,7780.3%ETFAVGOBroadcom$580,224$20,021 â–¼-3.3%1,5360.3%TechnologyNVDANVIDIA$577,260$35,016 â–¼-5.7%2,8850.3%TechnologyAMZNAmazon.com$530,545$33,368 â–²6.7%2,2260.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$476,371$25,019 â–²5.5%9520.3%FinanceAMDAdvanced Micro Devices$461,823$461,823 â–²New Holding7950.3%TechnologyJPMJPMorgan Chase & Co.$452,445$15,387 â–¼-3.3%1,3820.3%FinanceIWMiShares Russell 2000 ETF$421,176$300 â–²0.1%1,4020.2%ETFEFAiShares MSCI EAFE ETF$420,909$1,662 â–²0.4%4,0520.2%ETFCMFiShares California Muni Bond ETF$400,022$26,803 â–²7.2%6,9400.2%ETFXOMExxonMobil$395,121$6,016 â–²1.5%2,8900.2%EnergyHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$368,999$1,286 â–¼-0.3%11,4810.2%ETFIJRiShares Core S&P Small-Cap ETF$334,667$27,728 â–¼-7.7%2,2570.2%ETFBNDVanguard Total Bond Market ETF$308,983$41,330 â–²15.4%4,2090.2%ETFVCYTVeracyte$293,650$293,650 â–²New Holding5,0000.2%HealthcareMETAMeta Platforms$277,702$36,614 â–²15.2%4930.2%Communication ServicesMUMicron Technology$277,051$277,051 â–²New Holding2400.2%TechnologyXLREReal Estate Select Sector SPDR Fund$242,165$4,271 â–²1.8%5,5000.1%ETFJNJJohnson & Johnson$237,4620.0%9350.1%HealthcareUSFRWisdomTree Floating Rate Treasury Fund$236,6950.0%4,7010.1%ETFVONEVanguard Russell 1000 ETF$229,9910.0%6790.1%ETFVEUVanguard FTSE All-World ex-US ETF$227,3810.0%2,7150.1%ETFEEMiShares MSCI Emerging Markets ETF$222,393$222,393 â–²New Holding3,2510.1%ETFVYMVanguard High Dividend Yield ETF$220,9260.0%1,3980.1%ETFCOSTCostco Wholesale$217,991$12,163 â–²5.9%2330.1%Consumer StaplesRTXRTX$216,202$1,138 â–²0.5%1,1400.1%IndustrialsLLYEli Lilly and Company$214,875$214,875 â–²New Holding1790.1%HealthcareMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$214,2920.0%4,0740.1%ETFDFUSDimensional U.S. Equity ETF$211,077$211,077 â–²New Holding2,5760.1%ETFMCDMcDonald's$207,057$7,569 â–¼-3.5%7660.1%Consumer DiscretionaryNOCNorthrop Grumman$0$204,672 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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