DOSSIER · 13F-HR · Q3 2026

DeLarme Wealth Management, Inc.

$178M in tracked AUM across 71 positions as of Q3 2026.

DW
CIK 0002070361 · last filed Sep 30, 2026
Total AUM
$178M
as of Q3 2026
Holdings
71
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

DeLarme Wealth Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$23M105K12.8%
02
DFAI
DIMENSIONAL ETF TRUST
$18M424K9.9%
03
DFCF
DIMENSIONAL ETF TRUST
$13M322K7.3%
04
IVV
ISHARES TR
$10M13K5.6%
05
DFAE
DIMENSIONAL ETF TRUST
$9M228K5.0%
06
SGOV
ISHARES TR
$8M83K4.7%
07
VUSB
VANGUARD BD INDEX FDS
$7M147K4.1%
08
MEAR
ISHARES U S ETF TR
$7M138K3.8%
09
AVUV
AMERICAN CENTY ETF TR
$6M54K3.6%
10
DFIV
DIMENSIONAL ETF TRUST
$6M110K3.5%

Filing history

2026Q3Sep 30
$178M▲ 3.1%
71 positionsView →
2026Q2Jun 30
$172M▲ 11.1%
68 positionsView →
2026Q1Mar 31
$155M▲ 10.3%
63 positionsView →
2025Q4Dec 31
$141M—
62 positionsView →