DeLarme Wealth Management, Inc.
CIK
2070361
Location
PALOS VERDES ESTATES, CA
Portfolio Value
Micro
$8,510,187
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,185
/ 8,603
▲ 142
· as of Mar 2026
Top Industry
Consumer Electronics
37.4%
3Y Alpha vs SPY
+1.5%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.8%
SPY
+9.6%
Annualised alpha
+6.5%
Max drawdown
−9.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
34.9%
+15.2 pts
Top 5
63.1%
+7.8 pts
Top 10
86.9%
+3.9 pts
HHI
1,570
Moderately concentrated+639
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 55.4% | $4,717,791 |
| Financial Services | 10.0% | $852,592 |
| Communication Services | 9.6% | $815,102 |
| Consumer Cyclical | 8.0% | $681,218 |
| Unclassified | 6.7% | $572,299 |
| Industrials | 5.0% | $423,420 |
| Healthcare | 2.7% | $228,551 |
| Consumer Defensive | 2.6% | $219,214 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +6,383 | 11,687 | $2,966,043 | |
| NVDA | Nvidia Corp | +340 | 3,060 | $533,664 | |
| SPY | Spdr S&P 500 ETF Trust | +271 | 880 | $572,299 | |
| AMZN | Amazon Com Inc | +94 | 2,086 | $434,451 | |
| MSFT | Microsoft Corp | +85 | 1,962 | $726,273 | |
| META | Meta Platforms, Inc. | +43 | 428 | $244,871 | |
| JPM | Jpmorgan Chase & Co | +25 | 1,429 | $420,354 | |
| RTX | RTX Corp | +6 | 1,134 | $218,748 | |
| BRK-B | Berkshire Hathaway Inc | +2 | 902 | $432,238 | |
| GOOGL | Alphabet Inc. | +2 | 1,983 | $570,231 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOC | Northrop Grumman Corp /De/ | 300 | $204,672 | |
| No positions match the current search. | ||||
15 positions ·
$8,510,187 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 11,687 | $2,966,043 | 34.85% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,962 | $726,273 | 8.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 880 | $572,299 | 6.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,983 | $570,231 | 6.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,060 | $533,664 | 6.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,589 | $491,811 | 5.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,086 | $434,451 | 5.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 902 | $432,238 | 5.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,429 | $420,354 | 4.94% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 794 | $246,767 | 2.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 428 | $244,871 | 2.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 935 | $228,551 | 2.69% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 220 | $219,214 | 2.58% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,134 | $218,748 | 2.57% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
NEW | 300 | $204,672 | 2.41% |