DeLarme Wealth Management, Inc.

CIK

2070361

Location

PALOS VERDES ESTATES, CA

Portfolio Value

Small $170,939,710

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,980 / 8,827 ▲ 46 · as of Jun 2026

Top Industry

Consumer Electronics 32.3%

Period ended 38 days ago

Filed Oct 30, 2026 · 8d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 86.2%; sector active share 81.2% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

71 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

30.6%

+1.2 pts

Top 5

77.1%

−1.3 pts

Top 10

89.4%

−1.1 pts

HHI

1,675

Moderately concentrated−14

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.7%	$158,424,099	49
Technology	4.2%	$7,126,175	6
Financial Services	0.7%	$1,276,920	3
Healthcare	0.6%	$963,727	4
Communication Services	0.6%	$943,464	2
Consumer Defensive	0.4%	$647,196	3
Industrials	0.4%	$606,529	2
Consumer Cyclical	0.3%	$492,320	1
Energy	0.3%	$459,280	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFCF	Dimensional Core Fixed Income ETF	+31,892	322,081	$12,921,889
SGOV	iShares 0-3 Month Treasury Bond ETF	+13,714	82,865	$8,342,848
DFAI	Dimensional International Core Equity Market ETF	+13,677	423,900	$17,562,177
DFAE	Dimensional Emerging Core Equity Market ETF	+12,467	227,959	$8,961,068
MEAR	iShares Trust	+9,773	137,637	$0
VUSB	VANGUARD ULTRA-SHORT BOND ETF	+7,276	146,775	$7,272,701
FLXR		+5,870	29,955	$1,136,193
USHY	iShares Broad USD High Yield Corporate Bond ETF	+4,507	95,297	$3,404,008
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+3,550	47,905	$3,024,242
DFAS	Dimensional U.S. Small Cap ETF	+3,543	55,306	$4,281,790
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	+3,173	14,654	$474,056
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+2,637	46,976	$2,224,783
CALI		+2,137	98,541	$4,908,327
DFIV	Dimensional International Value ETF	+1,824	109,937	$6,141,080
AVDV	Avantis International Small Cap Value ETF	+1,678	39,062	$4,272,601
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+1,645	7,145	$292,301
VUG	VANGUARD GROWTH INDEX FUND	+1,353	26,219	$2,362,594
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+1,223	48,279	$1,787,288
SHYM		+822	96,956	$2,072,434
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+775	4,984	$349,627
VCRB	VANGUARD CORE BOND ETF	+669	26,984	$1,986,562
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+473	4,547	$225,940
VTV	VANGUARD VALUE INDEX FUND	+404	104,930	$22,673,274
CMF	iShares California Muni Bond ETF	+395	7,335	$396,970
AAPL	Apple Inc.	+312	12,142	$4,043,528
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
JCPB	JPMorgan Core Plus Bond ETF	−4,931	27,109	$1,213,941
VTEC	Vanguard California Tax-Exempt Bond ETF	−4,540	28,017	$2,641,442
AVUV	Avantis U.S. Small Cap Value ETF	−1,134	54,388	$6,405,274
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−760	5,923	$1,158,124
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−430	10,552	$3,564,782
VCYT	Veracyte, Inc.	−280	4,720	$217,308
EFA	iShares MSCI EAFE ETF	−253	3,799	$394,678
AMZN	Amazon Com Inc	−250	1,976	$492,320
VIGI	Vanguard Whitehall Funds	−160	14,887	$1,405,630
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−125	24,029	$1,425,159
NVDA	Nvidia Corp	−113	2,772	$633,069
META	Meta Platforms, Inc.	−112	381	$276,293
IWF	iShares Russell 1000 Growth ETF	−90	34,704	$4,347,023
XOM	ExxonMobil Holdings Corp	−68	2,822	$459,280
IJR	iShares Core S&P Small-Cap ETF	−53	2,204	$299,832
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
JCAL	JPMorgan California Tax Free Bond ETF	10,790	$510,798
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	16,732	$376,971
CAT	Caterpillar Inc	463	$375,395
DFCA	Dimensional California Municipal Bond ETF	7,825	$373,017
ABBV	AbbVie Inc.	1,031	$269,699
V	Visa Inc.	665	$238,954
KO	Coca Cola Co	2,480	$213,478
PG	PROCTER & GAMBLE Co	1,469	$213,416
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	18,240	$707,529
USFR	WisdomTree Floating Rate Treasury Fund	4,701	$236,695
EEM	iShares MSCI Emerging Markets ETF	3,251	$222,400
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1,398	$220,925
MCD	Mcdonalds Corp	766	$207,057
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $170,939,710 total · filing declares 71 positions · $177,771,022 · as of Sep 30, 2026

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

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Added	104,930	+404	$22,673,274	−0.5%	13.26%
DFAI	Dimensional International Core Equity Market ETF	Added	423,900	+13,677	$17,562,177	+3.8%	10.27%
DFCF	Dimensional Core Fixed Income ETF	Added	322,081	+31,892	$12,921,889	+5.5%	7.56%
IVV	iShares Core S&P 500 ETF	Added	13,056	+215	$9,998,937	+4.0%	5.85%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	227,959	+12,467	$8,961,068	+3.4%	5.24%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	82,865	+13,714	$8,342,848	+19.8%	4.88%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Added	146,775	+7,276	$7,272,701	+4.7%	4.25%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	54,388	-1,134	$6,405,274	−7.5%	3.75%
DFIV	Dimensional International Value ETF	Added	109,937	+1,824	$6,141,080	+5.2%	3.59%
CALI		Added	98,541	+2,137	$4,908,327	+0.8%	2.87%
IWF	iShares Russell 1000 Growth ETF	Reduced	34,704	-90	$4,347,023	+0.6%	2.54%
DFAS	Dimensional U.S. Small Cap ETF	Added	55,306	+3,543	$4,281,790	+0.5%	2.50%
AVDV	Avantis International Small Cap Value ETF	Added	39,062	+1,678	$4,272,601	+10.9%	2.50%
AAPL	Apple Inc. Technology	Added	12,142	+312	$4,043,528	+18.1%	2.37%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	10,552	-430	$3,564,782	−11.2%	2.09%
USHY	iShares Broad USD High Yield Corporate Bond ETF	Added	95,297	+4,507	$3,404,008	+1.3%	1.99%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	47,905	+3,550	$3,024,242	+1.4%	1.77%
VTEC	Vanguard California Tax-Exempt Bond ETF	Reduced	28,017	-4,540	$2,641,442	−19.4%	1.55%
VUG	VANGUARD GROWTH INDEX FUND	Added	26,219	+1,353	$2,362,594	+10.3%	1.38%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	46,976	+2,637	$2,224,783	−0.8%	1.30%
SHYM		Added	96,956	+822	$2,072,434	−4.0%	1.21%
VCRB	VANGUARD CORE BOND ETF	Added	26,984	+669	$1,986,562	−2.3%	1.16%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	48,279	+1,223	$1,787,288	+3.1%	1.05%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	24,029	-125	$1,425,159	−1.2%	0.83%
VIGI	Vanguard Whitehall Funds	Reduced	14,887	-160	$1,405,630	+0.0%	0.82%
DIVO	Amplify CWP Enhanced Dividend Income ETF	Added	26,368	+101	$1,225,848	+2.1%	0.72%
JCPB	JPMorgan Core Plus Bond ETF	Reduced	27,109	-4,931	$1,213,941	−19.3%	0.71%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Added	3,988	+15	$1,164,894	−4.3%	0.68%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	5,923	-760	$1,158,124	−12.3%	0.68%
FLXR		Added	29,955	+5,870	$1,136,193	+20.3%	0.66%
MSFT	Microsoft Corp Technology	Added	2,111	+144	$1,082,731	+47.6%	0.63%
HIMU		Added	22,255	+111	$1,016,608	−7.8%	0.59%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	2,296	0	$859,255	+1.1%	0.50%
SPY	Spdr S&P 500 ETF Trust	Added	941	+61	$717,634	+9.2%	0.42%
GOOGL	Alphabet Inc. Communication Services	Added	1,939	+4	$667,171	−3.5%	0.39%
NVDA	Nvidia Corp Technology	Reduced	2,772	-113	$633,069	+9.7%	0.37%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	2,631	+167	$607,839	+1.5%	0.36%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	5,808	+30	$579,057	−1.9%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,157	+205	$576,128	+20.9%	0.34%
AVGO	Broadcom Inc. Technology	Added	1,567	+31	$550,314	−5.2%	0.32%
JCAL	JPMorgan California Tax Free Bond ETF	NEW	10,790	NEW	$510,798	NEW	0.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,976	-250	$492,320	−7.2%	0.29%
AMD	Advanced Micro Devices Inc Technology	Held	795	0	$486,349	+5.3%	0.28%
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	Added	14,654	+3,173	$474,056	+28.5%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,396	+14	$461,838	+2.1%	0.27%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,822	-68	$459,280	+16.2%	0.27%
CMF	iShares California Muni Bond ETF	Added	7,335	+395	$396,970	−0.8%	0.23%
EFA	iShares MSCI EAFE ETF	Reduced	3,799	-253	$394,678	−6.2%	0.23%
IWM	iShares Russell 2000 ETF	Added	1,403	+1	$389,879	−7.4%	0.23%
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	NEW	16,732	NEW	$376,971	NEW	0.22%

Showing the top 50 of 71 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.