13F Insight
DOSSIER · 13F-HR · Q1 2026

DeLarme Wealth Management, Inc.

DeLarme Wealth's asset manager based in Boston, MA — $155M in tracked AUM across 63 positions as of Q1 2026.

DW
DeLarme Wealth·Boston, MA·Asset Manager
CIK 0002070361 · last filed Mar 31, 2026
Total AUM
$155M
▲ 15.4%
vs prior
Holdings
63
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DeLarme Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$20M102K13.0%
02
DFAI
DIMENSIONAL ETF TRUST
$16M401K10.1%
03
DFCF
DIMENSIONAL ETF TRUST
$11M260K7.1%
04
IVV
ISHARES TR
$8M13K5.3%
05
DFAE
DIMENSIONAL ETF TRUST
$7M218K4.7%
06
VUSB
VANGUARD BD INDEX FDS
$7M134K4.3%
07
SGOV
ISHARES TR
$7M65K4.2%
08
AVUV
AMERICAN CENTY ETF TR
$6M58K4.1%
09
MEAR
ISHARES U S ETF TR
$6M125K4.0%
10
DFIV
DIMENSIONAL ETF TRUST
$6M111K3.8%

Filing history

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