Delarme Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$155.3M
Q ending 2026-03-31
Prior quarter
$140.8M
Q ending 2025-12-31
Change
+10.3% QoQ
Positions
63
reported holdings
Largest positions
All 63 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTV | Shares | $20.1M | 102K |
| Dimensional Etf Trust | DFAI | Shares | $15.6M | 401K |
| Dimensional Etf Trust | DFCF | Shares | $11.0M | 260K |
| Ishares Tr | IVV | Shares | $8.3M | 13K |
| Dimensional Etf Trust | DFAE | Shares | $7.4M | 218K |
| Vanguard Bd Index Fds | VUSB | Shares | $6.7M | 134K |
| Ishares Tr | SGOV | Shares | $6.6M | 65K |
| American Centy Etf Tr | AVUV | Shares | $6.4M | 58K |
| Ishares U S Etf Tr | MEAR | Shares | $6.3M | 125K |
| Dimensional Etf Trust | DFIV | Shares | $5.9M | 111K |
| Blackrock Etf Trust Ii | CALI | Shares | $4.5M | 89K |
| Dimensional Etf Trust | DFAS | Shares | $3.7M | 52K |
| Ishares Tr | IWF | Shares | $3.7M | 9K |
| American Centy Etf Tr | AVDV | Shares | $3.6M | 36K |
| Vanguard Index Fds | VBK | Shares | $3.4M | 11K |
| Ishares Tr | USHY | Shares | $3.4M | 91K |
| Apple Inc | AAPL | Shares | $3.0M | 12K |
| Vanguard Whitehall Fds | VWOB | Shares | $2.9M | 44K |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $2.6M | 26K |
| Vanguard Malvern Fds | VCRB | Shares | $2.0M | 26K |
| Blackrock Etf Trust Ii | SHYM | Shares | $2.0M | 89K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.9M | 38K |
| Vanguard Index Fds | VUG | Shares | $1.8M | 4K |
| Dimensional Etf Trust | DFAX | Shares | $1.6M | 47K |
| J P Morgan Exchange Traded F | JCPB | Shares | $1.5M | 31K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 24K |
| Amplify Etf Tr | DIVO | Shares | $1.3M | 28K |
| Vanguard Whitehall Fds | VIGI | Shares | $1.3M | 14K |
| Vanguard Index Fds | VOE | Shares | $1.2M | 7K |
| Vanguard Index Fds | VOT | Shares | $941K | 4K |
| Tcw Etf Trust | FLXR | Shares | $914K | 23K |
| Blackrock Etf Trust Ii | HIMU | Shares | $906K | 19K |
| Vanguard Index Fds | VTI | Shares | $736K | 2K |
| Microsoft Corp | MSFT | Shares | $726K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $714K | 20K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $572K | 880 |
| Alphabet Inc | GOOGL | Shares | $570K | 2K |
| Ishares Tr | STIP | Shares | $545K | 5K |
| Vanguard Index Fds | VBR | Shares | $535K | 2K |
| Nvidia Corporation | NVDA | Shares | $534K | 3K |
| Broadcom Inc | AVGO | Shares | $492K | 2K |
| Exxon Mobil Corp | XOM | Shares | $483K | 3K |
| Amazon Com Inc | AMZN | Shares | $434K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $432K | 902 |
| Jpmorgan Chase & Co | JPM | Shares | $420K | 1K |
| Ishares Tr | EFA | Shares | $392K | 4K |
| Dbx Etf Tr | HDEF | Shares | $373K | 12K |
| Ishares Tr | CMF | Shares | $368K | 6K |
| Ishares Tr | IWM | Shares | $347K | 1K |
| Ishares Tr | IJR | Shares | $304K | 2K |
| Vanguard Bd Index Fds | BND | Shares | $268K | 4K |
| Mcdonalds Corp | MCD | Shares | $247K | 794 |
| Meta Platforms Inc | META | Shares | $245K | 428 |
| Wisdomtree Tr | USFR | Shares | $237K | 5K |
| Johnson & Johnson | JNJ | Shares | $229K | 935 |
| Select Sector Spdr Tr | XLRE | Shares | $221K | 5K |
| Costco Wholesale Corporation | COST | Shares | $219K | 220 |
| Rtx Corporation | RTX | Shares | $219K | 1K |
| Pimco Etf Tr | MUNI | Shares | $213K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $207K | 1K |
| Northrop Grumman Corp | NOC | Shares | $205K | 300 |
| Vanguard Intl Equity Index F | VEU | Shares | $204K | 3K |
| Vanguard Scottsdale Fds | VONE | Shares | $200K | 679 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.