13F-HR filed by DeLarme Wealth Management, Inc.
DeLarme Wealth Management, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 68 holding rows worth $172,459,014.
- Accession
- 0001754960-26-000719
- Filer
- CIK 2070361
- Filed
- 2026-08-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 68 entries on the cover page, a total value of $172,459,014 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,459,014 with VALUE read as dollars as filed, 13F file number 028-25971. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | 922908744 | SHS | 104,526 | $22,779,421 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 410,223 | $16,921,705 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 290,189 | $12,248,871 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 12,841 | $9,616,208 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 215,492 | $8,664,928 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 69,151 | $6,961,478 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 139,499 | $6,944,239 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 55,522 | $6,926,871 | dollars as filed | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 127,864 | $6,441,769 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 108,113 | $5,840,261 | dollars as filed | |
| ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | 092528884 | ETF | 96,404 | $4,871,776 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 34,794 | $4,320,310 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 51,763 | $4,262,177 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 10,982 | $4,016,118 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 37,384 | $3,852,415 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,830 | $3,423,024 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 90,790 | $3,361,055 | dollars as filed | |
| VANGUARD CALIF TAX FREE FDS | 922021605 | TAX EXEMPT BD FD | 32,557 | $3,275,234 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 44,355 | $2,982,454 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 44,339 | $2,242,667 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528108 | ISHARES HIGH YIE | 96,134 | $2,158,208 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 24,866 | $2,141,957 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 26,315 | $2,032,379 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 47,056 | $1,733,541 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 32,040 | $1,503,958 | dollars as filed | |
| VWO | 922042858 | SHS | 24,154 | $1,441,752 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 15,047 | $1,405,089 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 6,683 | $1,320,561 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 3,973 | $1,216,930 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 26,267 | $1,200,402 | dollars as filed | |
| BLACKROCK ETF TRUST | 092528843 | ISHARES HIGH YIE | 22,144 | $1,102,784 | dollars as filed | |
| TCW ETF TRUST | 29287L700 | FLEXIBLE INCOME | 24,085 | $944,373 | dollars as filed | |
| VTI | 922908769 | COM | 2,296 | $849,691 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,967 | $733,588 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 18,240 | $707,530 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,935 | $691,511 | dollars as filed | |
| SPY | 78462F103 | SHS | 880 | $657,317 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,464 | $598,727 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 5,778 | $590,280 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,536 | $580,224 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,885 | $577,260 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,226 | $530,545 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 952 | $476,371 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 795 | $461,823 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,382 | $452,445 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,402 | $421,176 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 4,052 | $420,909 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 6,940 | $400,022 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,890 | $395,121 | dollars as filed | |
| XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | 233051630 | ETF | 11,481 | $368,999 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,257 | $334,667 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 4,209 | $308,983 | dollars as filed | |
| VERACYTE INC COM | 92337F107 | Stock | 5,000 | $293,650 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 493 | $277,702 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 240 | $277,051 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 5,500 | $242,165 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 935 | $237,462 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 4,701 | $236,695 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 679 | $229,991 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 2,715 | $227,381 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 3,251 | $222,393 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,398 | $220,926 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 233 | $217,991 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,140 | $216,202 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 179 | $214,875 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 4,074 | $214,292 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 2,576 | $211,077 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 766 | $207,057 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000719 | this filing | 2026-08-10 | acceptance time not in the bulk data set |