DeLarme Wealth Management, Inc.
CIK: 0002070361SEC EDGAR →
Portfolio Value
$140.8M
Holdings
62
As of
Q4 2025
New Positions
62
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 100,969 | $19.3M | 13.69% |
| 2 | DIMENSIONAL ETF TRUST | 388,846 | $14.8M | 10.52% |
| 3 | DIMENSIONAL ETF TRUST | 204,848 | $8.7M | 6.19% |
| 4 | ISHARES TR | 12,217 | $8.4M | 5.94% |
| 5 | DIMENSIONAL ETF TRUST | 205,468 | $6.7M | 4.75% |
| 6 | VANGUARD BD INDEX FDS | 129,779 | $6.5M | 4.59% |
| 7 | AMERICAN CENTY ETF TR | 62,384 | $6.4M | 4.52% |
| 8 | ISHARES U S ETF TR | 118,296 | $6.0M | 4.23% |
| 9 | DIMENSIONAL ETF TRUST | 112,717 | $5.6M | 3.99% |
| 10 | ISHARES TR | 8,578 | $4.1M | 2.88% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $132.1M | 93.8% |
| Technology | 4 | $3.4M | 2.4% |
| Unknown | 3 | $2.5M | 1.8% |
| Communication Services | 2 | $874K | 0.6% |
| Consumer Cyclical | 2 | $706K | 0.5% |
| Healthcare | 2 | $466K | 0.3% |
| Energy | 1 | $355K | 0.3% |
| Consumer Defensive | 1 | $209K | 0.1% |
| Industrials | 1 | $206K | 0.1% |