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The Analysis of DeLarme Wealth Management, Inc.'s Holdings & P&L

Currently, DeLarme Wealth Management, Inc. holds 63 types of securities in its portfolio with a total value $155.3M. In the most recent quarter, they have increased their positions in SGOV (+33.6K shares, valued at $3.4M), DFCF (+55.0K shares, valued at $2.3M), AAPL (+6.4K shares, valued at $1.6M); decreased their positions in AVUV (-4.8K shares, valued at $527.6K), VBK (-433 shares, valued at $130.9K), DFAS (-1.6K shares, valued at $115.3K); initiated new positions in BND (+3.6K shares, valued at $268.5K), XLRE (+5.4K shares, valued at $220.6K), MUNI (+4.1K shares, valued at $212.6K).

1M P&L

+3.1M+1.93%

3M P&L

-14.5M-8.11%

HY P&L

-13.9M-7.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A146.8M

95.5%

2Consumer Electronics3.0M

1.9%

3Software - Infrastructure726.4K

0.5%

Top Industries by Stock Count

1N/A48 stocks

80.0%

2Aerospace & Defense2 stocks

3.3%

3Internet Retail1 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS102.5K shares1.51%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST400.8K shares3.07%2026-03-312026-04-24

DFCF DIMENSIONAL ETF TRUST259.8K shares26.84%2026-03-312026-04-24

IVV ISHARES TR12.7K shares3.96%2026-03-312026-04-24

DFAE DIMENSIONAL ETF TRUST217.7K shares5.93%2026-03-312026-04-24

VUSB VANGUARD BD INDEX FDS133.6K shares2.95%2026-03-312026-04-24

SGOV ISHARES TR65.4K shares105.83%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR57.6K shares-7.66%2026-03-312026-04-24

Sponsored

MEAR ISHARES U S ETF TR124.8K shares5.50%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST111.5K shares-1.10%2026-03-312026-04-24

CALI BLACKROCK ETF TRUST II89.2K shares27.46%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST52.1K shares-3.02%2026-03-312026-04-24

IWF ISHARES TR8.7K shares0.89%2026-03-312026-04-24

AVDV AMERICAN CENTY ETF TR36.0K shares14.12%2026-03-312026-04-24

VBK VANGUARD INDEX FDS11.3K shares-3.69%2026-03-312026-04-24

USHY ISHARES TR91.2K shares-1.47%2026-03-312026-04-24

Sponsored

AAPL APPLE INC11.7K shares120.34%2026-03-312026-04-24

VWOB VANGUARD WHITEHALL FDS43.7K shares17.89%2026-03-312026-04-24

VTEC VANGUARD CALIF TAX FREE FDS25.9K shares70.50%2026-03-312026-04-24

VCRB VANGUARD MALVERN FDS26.2K shares22.89%2026-03-312026-04-24

SHYM BLACKROCK ETF TRUST II89.1K shares24.03%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS37.5K shares14.65%2026-03-312026-04-24

VUG VANGUARD INDEX FDS4.2K shares18.23%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST47.4K shares-5.48%2026-03-312026-04-24

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F30.9K shares4.91%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F24.4K shares1.91%2026-03-312026-04-24

DIVO AMPLIFY ETF TR28.4K shares-7.56%2026-03-312026-04-24

VIGI VANGUARD WHITEHALL FDS14.2K shares3.37%2026-03-312026-04-24

VOE VANGUARD INDEX FDS6.6K shares2.18%2026-03-312026-04-24

VOT VANGUARD INDEX FDS3.7K shares-1.46%2026-03-312026-04-24

FLXR TCW ETF TRUST23.3K shares3.88%2026-03-312026-04-24

HIMU BLACKROCK ETF TRUST II18.9K shares83.01%2026-03-312026-04-24

Sponsored

VTI VANGUARD INDEX FDS2.3K shares0.31%2026-03-312026-04-24

MSFT MICROSOFT CORP2.0K shares4.53%2026-03-312026-04-24

DFSV DIMENSIONAL ETF TRUST20.4K shares-0.85%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T880 shares44.50%2026-03-312026-04-24

ALPHABET INC ALPHABET INC2.0K shares0.10%2026-03-312026-04-24

STIP ISHARES TR5.3K shares111.45%2026-03-312026-04-24

VBR VANGUARD INDEX FDS2.5K shares-0.88%2026-03-312026-04-24

NVDA NVIDIA CORPORATION3.1K shares12.50%2026-03-312026-04-24

Sponsored

BROADCOM INC BROADCOM INC1.6K shares-4.56%2026-03-312026-04-24

XOM EXXON MOBIL CORP2.8K shares-3.62%2026-03-312026-04-24

AMZN AMAZON COM INC2.1K shares4.72%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL902 shares0.22%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.4K shares1.78%2026-03-312026-04-24

EFA ISHARES TR4.0K shares-13.41%2026-03-312026-04-24

HDEF DBX ETF TR11.5K shares-6.00%2026-03-312026-04-24

CMF ISHARES TR6.5K shares6.67%2026-03-312026-04-24

Sponsored

IWM ISHARES TR1.4K shares0.07%2026-03-312026-04-24

IJR ISHARES TR2.4K shares-4.42%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS3.6K sharesnew addition2026-03-312026-04-24

MCD MCDONALDS CORP794 shares-2.10%2026-03-312026-04-24

META META PLATFORMS INC428 shares11.17%2026-03-312026-04-24

USFR WISDOMTREE TR4.7K shares-1.51%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON935 shares-9.92%2026-03-312026-04-24

XLRE SELECT SECTOR SPDR TR5.4K sharesnew addition2026-03-312026-04-24

Sponsored

COST COSTCO WHOLESALE CORPORATION220 shares-9.47%2026-03-312026-04-24

RTX RTX CORPORATION1.1K shares0.53%2026-03-312026-04-24

MUNI PIMCO ETF TR4.1K sharesnew addition2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS1.4K shares0.00%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP300 sharesnew addition2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-03-312026-04-24

VONE VANGUARD SCOTTSDALE FDS679 shares0.00%2026-03-312026-04-24

VTV

VANGUARD INDEX FDS

1.51%

Shares102.5K

Event2026-03-31

Filed2026-04-24

DFAI

DIMENSIONAL ETF TRUST

3.07%

Shares400.8K

Event2026-03-31

Filed2026-04-24

DFCF

DIMENSIONAL ETF TRUST

26.84%

Shares259.8K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

3.96%

Shares12.7K

Event2026-03-31

Filed2026-04-24

DFAE

DIMENSIONAL ETF TRUST

5.93%

Shares217.7K

Event2026-03-31

Filed2026-04-24

VUSB

VANGUARD BD INDEX FDS

2.95%

Shares133.6K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

105.83%

Shares65.4K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

-7.66%

Shares57.6K

Event2026-03-31

Filed2026-04-24

MEAR

ISHARES U S ETF TR

5.50%

Shares124.8K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

-1.10%

Shares111.5K

Event2026-03-31

Filed2026-04-24

CALI

BLACKROCK ETF TRUST II

27.46%

Shares89.2K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

-3.02%

Shares52.1K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

0.89%

Shares8.7K

Event2026-03-31

Filed2026-04-24

AVDV

AMERICAN CENTY ETF TR

14.12%

Shares36.0K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

-3.69%

Shares11.3K

Event2026-03-31

Filed2026-04-24

USHY

ISHARES TR

-1.47%

Shares91.2K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

120.34%

Shares11.7K

Event2026-03-31

Filed2026-04-24

VWOB

VANGUARD WHITEHALL FDS

17.89%

Shares43.7K

Event2026-03-31

Filed2026-04-24

VTEC

VANGUARD CALIF TAX FREE FDS

70.50%

Shares25.9K

Event2026-03-31

Filed2026-04-24

VCRB

VANGUARD MALVERN FDS

22.89%

Shares26.2K

Event2026-03-31

Filed2026-04-24

SHYM

BLACKROCK ETF TRUST II

24.03%

Shares89.1K

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

14.65%

Shares37.5K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

18.23%

Shares4.2K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

-5.48%

Shares47.4K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

4.91%

Shares30.9K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

1.91%

Shares24.4K

Event2026-03-31

Filed2026-04-24

DIVO

AMPLIFY ETF TR

-7.56%

Shares28.4K

Event2026-03-31

Filed2026-04-24

VIGI

VANGUARD WHITEHALL FDS

3.37%

Shares14.2K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

2.18%

Shares6.6K

Event2026-03-31

Filed2026-04-24

VOT

VANGUARD INDEX FDS

-1.46%

Shares3.7K

Event2026-03-31

Filed2026-04-24

FLXR

TCW ETF TRUST

3.88%

Shares23.3K

Event2026-03-31

Filed2026-04-24

HIMU

BLACKROCK ETF TRUST II

83.01%

Shares18.9K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

0.31%

Shares2.3K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

4.53%

Shares2.0K

Event2026-03-31

Filed2026-04-24

DFSV

DIMENSIONAL ETF TRUST

-0.85%

Shares20.4K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

44.50%

Shares880

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-24

STIP

ISHARES TR

111.45%

Shares5.3K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-0.88%

Shares2.5K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

12.50%

Shares3.1K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-4.56%

Shares1.6K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-3.62%

Shares2.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

4.72%

Shares2.1K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.22%

Shares902

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

1.78%

Shares1.4K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

-13.41%

Shares4.0K

Event2026-03-31

Filed2026-04-24

HDEF

DBX ETF TR

-6.00%

Shares11.5K

Event2026-03-31

Filed2026-04-24

CMF

ISHARES TR

6.67%

Shares6.5K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-4.42%

Shares2.4K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

New

Shares3.6K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-2.10%

Shares794

Event2026-03-31

Filed2026-04-24