account_balance
Investment manager · 13F filer · SEC CIK 2070361
DeLarme Wealth Management, Inc.
Reported value$178Mas of Sep 30, 2026
Positions71 8 new, 5 sold out
Top 10 weight60.3%VTV alone is 13%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
12.8%
DFAIDimensional ETF Trust
9.9%Added +3%
DFCFDimensional ETF Trust
7.3%Added +11%
IVViShares Tr
5.6%
DFAEDimensional ETF Trust
5.0%Added +6%
SGOViShares Tr
4.7%Added +20%
VUSBVanguard Bd Index FDS
4.1%Added +5%
MEARiShares U S ETF Tr
3.8%Added +8%
AVUVAmerican Centy ETF Tr
3.6%−2%
DFIVDimensional ETF Trust
3.5%
CALIBlackRock ETF Trust II
2.8%Added +2%
IWFiShares Tr
2.4%
VTVVanguard Index FDS
12.8%
DFAIDimensional ETF Trust
9.9%Added +3%
DFCFDimensional ETF Trust
7.3%
IVViShares Tr
5.6%
DFAEDimensional ETF Trust
5.0%+6%
SGOViShares Tr
4.7%
VUSBVanguard Bd Index FDS
4.1%
MEARiShares U S ETF Tr
3.8%
AVUV3.6%
DFIV
CALI2.8%
IWF2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Index FDS 12.8% Held
DFAI Dimensional ETF Trust 9.9% Added +3%
DFCF Dimensional ETF Trust 7.3% Added +11%
IVV iShares Tr 5.6% Held
DFAE Dimensional ETF Trust 5.0% Added +6%
SGOV iShares Tr 4.7% Added +20%
VUSB Vanguard Bd Index FDS 4.1% Added +5%
MEAR iShares U S ETF Tr 3.8% Added +8%
AVUV American Centy ETF Tr 3.6% Trimmed −2%
DFIV Dimensional ETF Trust 3.5% Held
CALI BlackRock ETF Trust II 2.8% Added +2%
IWF iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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