StockDriftsStockDriftsTop 50 DeLarme Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 13.21% | 104.5K | $22.8M | +1.98%(+2.03K) | $189.14(+19.39%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 9.81% | 410.2K | $16.9M | +2.35%(+9.43K) | $37.32(+16.09%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.1% | 290.2K | $12.2M | +11.69%(+30.36K) | $42.55(-2.07%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.58% | 12.8K | $9.6M | +1.10%(+140) | $676.98(+14.83%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.02% | 215.5K | $8.7M | -0.99%(-2.16K) | $32.12(+21.27%) | 2026-06-30 | |
| SGOV | ISHARES TR | 4.04% | 69.2K | $7.0M | +5.67%(+3.71K) | $100.54(-0.04%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 4.03% | 139.5K | $6.9M | +4.41%(+5.89K) | $49.91(-0.47%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.02% | 55.5K | $6.9M | -3.62%(-2.09K) | $100.76(+26.51%) | 2026-06-30 | |
| MEAR | ISHARES U S ETF TR | 3.74% | 127.9K | $6.4M | +2.45%(+3.06K) | $50.41(-0.37%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.39% | 108.1K | $5.8M | -3.02%(-3.36K) | $48.01(+20.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.04% |
DeLarme Wealth Management, Inc. reports $172.46M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are VTV (13.2%), DFAI (9.8%) and DFCF (7.1%). The top 20 holdings account for 81.16% of reported assets. Its disclosed equity book has returned +8.31% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track DeLarme Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from DeLarme Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2070361). View DeLarme Wealth Management, Inc.’s 13F filings on SEC