DeLarme Wealth Management, Inc.
Q1 2026 13F Holdings
- Locationpalos verdes estates, CA
- Num holdings
63
- Value ($000)
$155,263
- Date Filed 04/24/2026
- Form type13F-HR
- CIK 0002070361
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $20.11M | 13 % | 102,494 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $15.61M | 10 % | 400,792 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $10.97M | 7 % | 259,828 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.3M | 5 % | 12,701 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $7.37M | 5 % | 217,654 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $6.65M | 4 % | 133,611 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $6.59M | 4 % | 65,440 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.36M | 4 % | 57,608 | ||
ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $6.28M | 4 % | 124,805 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.88M | 4 % | 111,474 |
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