DeLarme Wealth Management, Inc.

CIK
0002070361
City
PALOS VERDES ESTATES
State / Country
CA

Top Portfolio Positions

16 positions · $7,237,671 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
5,304 $1,441,945 19.92%
MSFT
Microsoft Corp
Technology
1,877 $907,754 12.54%
GOOGL
Alphabet Inc.
Communication Services
1,981 $620,053 8.57%
AVGO
Broadcom Inc.
Technology
1,665 $576,256 7.96%
NVDA
Nvidia Corp
Technology
2,720 $507,280 7.01%
AMZN
Amazon Com Inc
Consumer Cyclical
1,992 $459,793 6.35%
JPM
Jpmorgan Chase & Co
Financial Services
1,404 $452,396 6.25%
SPY
Spdr S&P 500 Etf Trust
609 $415,289 5.74%
XOM
Exxon Mobil Corp
Energy
2,953 $355,364 4.91%
META
Meta Platforms, Inc.
Communication Services
385 $254,134 3.51%

Holdings in DSU

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Report Date Value (USD) Shares
2025-12-31 $115,705 11,366