DOSSIER · 13F-HR · Q2 2026

DeLarme Wealth Management, Inc.

$172M in tracked AUM across 68 positions as of Q2 2026.

DW
CIK 0002070361 · last filed Jun 30, 2026
Total AUM
$172M
as of Q2 2026
Holdings
68
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

DeLarme Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$23M105K13.2%
02
DFAI
DIMENSIONAL ETF TRUST
$17M410K9.8%
03
DFCF
DIMENSIONAL ETF TRUST
$12M290K7.1%
04
IVV
ISHARES TR
$10M13K5.6%
05
DFAE
DIMENSIONAL ETF TRUST
$9M215K5.0%
06
SGOV
ISHARES TR
$7M69K4.0%
07
VUSB
VANGUARD BD INDEX FDS
$7M139K4.0%
08
AVUV
AMERICAN CENTY ETF TR
$7M56K4.0%
09
MEAR
ISHARES U S ETF TR
$6M128K3.7%
10
DFIV
DIMENSIONAL ETF TRUST
$6M108K3.4%

Filing history

2026Q2Jun 30
$172M 11.1%
68 positionsView →
2026Q1Mar 31
$155M 10.3%
63 positionsView →
2025Q4Dec 31
$141M
62 positionsView →