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13F holdings · Q3 2026

DeLarme Wealth Management

Palos Verdes Estates, CA · files as DeLarme Wealth Management, Inc.
Holdings as of Sep 30, 2026Filed Oct 30, 2026Next filing due Feb 15, 2027CIK 2070361

DeLarme Wealth Management reported 71 stocks worth $178M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VTV (12.8%), DFAI (9.9%) and DFCF (7.3%). Compared with Q2 2026, the fund opened new positions in JCAL, XOM and IBHF, added to VTV, DFAI and DFCF, trimmed AVUV, IWF and VBK and sold out of XOM, USFR and EEM.

Reported value$178M+3.1% vs last quarter
Stocks held719 new · 6 sold out
Top 5 weight40.6%fairly concentrated
Turnover8%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
VTV
Vanguard Index Fds
$22.7M12.8%105K+404 (+0%)4 of 4
2
DFAI
Dimensional Intern Core
$17.6M9.9%424K+14K (+3%)4 of 4
3
DFCF
Dimensional Core Fixed
$12.9M7.3%322K+32K (+11%)4 of 4
4
IVV
Ishares TR
$10M5.6%13K+215 (+2%)4 of 4
5
DFAE
Dimensional Emerg Core
$9M5.0%228K+12K (+6%)4 of 4
6
SGOV
Ishares TR
$8.3M4.7%83K+14K (+20%)4 of 4
7
VUSB
Van Ultra Shrt Bnd
$7.3M4.1%147K+7,276 (+5%)4 of 4
8
MEAR
Ishs Shrt Matry Muni Bndactv ETF
$6.8M3.8%138K+9,773 (+8%)4 of 4
9
AVUV
American Centy ETF TR
$6.4M3.6%54K−1,134 (−2%)4 of 4
10
DFIV
Dimensional ETF Trust
$6.1M3.5%110K+1,824 (+2%)4 of 4
🔒 61 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
DIMENSIONAL ETF TRUST
$708K18K
XOM
Exxon Mobil Corp
$395K2,890
USFR
Wisdomtree TR
$237K4,701
EEM
Ishares Msci Emerging
$222K3,251
VYM
Vanguard Whitehall Fds
$221K1,398

🔒 Free account: see all 6.

Reported value

last 4 quarters
$141MQ4 '25
$155MQ1 '26
$172MQ2 '26
$178MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 30, 202613F-HRQ3 2026SEC filing ↗

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DeLarme Wealth Management 13F FAQ

What does DeLarme Wealth Management own?

DeLarme Wealth Management reported 71 stocks worth $178M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VTV (12.8%), DFAI (9.9%) and DFCF (7.3%). The table above lists every position in the filing (the top 10 without an account).

What did DeLarme Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 9 new positions, 42 added to, 14 trimmed and 6 sold out. New positions include JCAL, XOM and IBHF. It sold all of XOM, USFR and EEM.

When will DeLarme Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is DeLarme Wealth Management's portfolio worth?

The Q3 2026 filing reports $178M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.