DeLarme Wealth Management, Inc.

CIK

2070361

Location

PALOS VERDES ESTATES, CA

Portfolio Value

Micro $10,921,087

Diversification

Diversified

Filing Date

Global Rank

#8,070 / 8,517 ▲ 256

Top Industry

Consumer Electronics 33.4%

3Y Alpha vs SPY

-1.2%

Period ended 46 days ago

Filed Aug 10, 2026 · 5d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+11.2%

SPY

+13.9%

Annualised alpha

-6.1%

Max drawdown

−7.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.3%

+8.6 pts

Top 5

55.7%

−6.4 pts

Top 10

78.6%

−2.8 pts

HHI

1,291

Diversified+123

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	55.4%	$6,053,193	6
Communication Services	8.9%	$969,211	2
Financial Services	8.5%	$928,741	2
Healthcare	6.8%	$745,808	3
Consumer Cyclical	6.8%	$737,601	2
Unclassified	6.0%	$657,157	1
Energy	3.6%	$395,120	1
Consumer Defensive	2.0%	$217,964	1
Industrials	2.0%	$216,292	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+143	11,830	$3,423,128
AMZN	Amazon Com Inc	+140	2,226	$530,544
META	Meta Platforms, Inc.	+65	493	$277,701
BRK-B	Berkshire Hathaway Inc	+50	952	$476,371
XOM	ExxonMobil Holdings Corp	+44	2,890	$395,120
COST	Costco Wholesale Corp /New	+13	233	$217,964
RTX	RTX Corp	+6	1,140	$216,292
MSFT	Microsoft Corp	+5	1,967	$733,730
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−175	2,885	$577,259
AVGO	Broadcom Inc.	−53	1,536	$580,224
GOOGL	Alphabet Inc.	−48	1,935	$691,510
JPM	Jpmorgan Chase & Co	−47	1,382	$452,370
MCD	Mcdonalds Corp	−28	766	$207,057
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	795	$461,823
VCYT	Veracyte, Inc.	5,000	$293,650
MU	Micron Technology Inc	240	$277,029
LLY	ELI LILLY & Co	179	$214,697
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VTEC	Vanguard California Tax-Exempt Bond ETF	25,885	$2,564,685
VIGI	Vanguard International Dividend Appreciation ETF	14,217	$1,257,635
NOC	Northrop Grumman Corp /De/	300	$204,672
VEU	Vanguard FTSE All-World Ex-US ETF	2,715	$203,896
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $10,921,087 total · filing declares 68 positions · $172,459,014 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	11,830	+143	$3,423,128	+15.4%	31.34%
MSFT	Microsoft Corp Technology	Added	1,967	+5	$733,730	+1.0%	6.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,935	-48	$691,510	+21.3%	6.33%
SPY	Spdr S&P 500 ETF Trust	Held	880	0	$657,157	+14.8%	6.02%
AVGO	Broadcom Inc. Technology	Reduced	1,536	-53	$580,224	+18.0%	5.31%
NVDA	Nvidia Corp Technology	Reduced	2,885	-175	$577,259	+8.2%	5.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,226	+140	$530,544	+22.1%	4.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	952	+50	$476,371	+10.2%	4.36%
AMD	Advanced Micro Devices Inc Technology	NEW	795	NEW	$461,823	NEW	4.23%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,382	-47	$452,370	+7.6%	4.14%
XOM	ExxonMobil Holdings Corp Energy	Added	2,890	+44	$395,120	−18.2%	3.62%
VCYT	Veracyte, Inc. Healthcare	NEW	5,000	NEW	$293,650	NEW	2.69%
META	Meta Platforms, Inc. Communication Services	Added	493	+65	$277,701	+13.4%	2.54%
MU	Micron Technology Inc Technology	NEW	240	NEW	$277,029	NEW	2.54%
JNJ	Johnson & Johnson Healthcare	Held	935	0	$237,461	+3.9%	2.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	233	+13	$217,964	−0.6%	2.00%
RTX	RTX Corp Industrials	Added	1,140	+6	$216,292	−1.1%	1.98%
LLY	ELI LILLY & Co Healthcare	NEW	179	NEW	$214,697	NEW	1.97%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	766	-28	$207,057	−16.1%	1.90%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.