DeLarme Wealth Management, Inc.
CIK
2070361
Location
PALOS VERDES ESTATES, CA
Portfolio Value
Micro
$852,592
Diversification
Diversified
Filing Date
Global Rank
#7,805
/ 8,232
▲ 268
Top Industry
Consumer Electronics
35.2%
3Y Alpha vs SPY
-4.6%
Period ended 2 months ago
Filed Apr 24, 2026 · 50d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.9%
SPY
+9.1%
Annualised alpha
-4.4%
Max drawdown
−8.2%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.0%
+14.2 pts
Top 5
59.7%
+7.0 pts
Top 10
84.8%
+4.4 pts
HHI
1,434
Diversified+566
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.5% | $4,717,791 |
| Financial Services | 9.5% | $852,592 |
| Communication Services | 9.1% | $815,102 |
| Consumer Cyclical | 7.6% | $681,218 |
| Unclassified | 6.4% | $572,299 |
| Energy | 5.4% | $482,852 |
| Industrials | 4.7% | $423,420 |
| Healthcare | 2.5% | $228,551 |
| Consumer Defensive | 2.4% | $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. | |||||
Trimmed
Positions the filer reduced
5 positions
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. | ||||
2 positions ·
$852,592 total
· Financial Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 902 | $432,238 | 50.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,429 | $420,354 | 49.30% |