Institutional Manager · CIK 0002070361
DeLarme Wealth Management, Inc.
PALOS VERDES ESTATES, CA · File #028-25971
Latest AUM
$140.8M
Positions
62
Top-10 Concentration
62.5%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VANGUARD INDEX FDS | 922908744 | +100,969 | +$19.3M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V203 | +388,846 | +$14.8M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V872 | +204,848 | +$8.7M | $0 |
| NEW | ISHARES TR | 464287200 | +12,217 | +$8.4M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V302 | +205,468 | +$6.7M | $0 |
| NEW | VANGUARD BD INDEX FDS | 92203C303 | +129,779 | +$6.5M | $0 |
| NEW | AMERICAN CENTY ETF TR | 025072877 | +62,384 | +$6.4M | $0 |
| NEW | ISHARES U S ETF TR | 46431W838 | +118,296 | +$6.0M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V807 | +112,717 | +$5.6M | $0 |
| NEW | ISHARES TR | 464287614 | +8,578 | +$4.1M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202562 pos · $140.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908744 | 100,969 | $19.3M | 13.95% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 388,846 | $14.8M | 10.72% |
| 3 | DIMENSIONAL ETF TRUST | 25434V872 | 204,848 | $8.7M | 6.31% |
| 4 | ISHARES TR | 464287200 | 12,217 | $8.4M | 6.06% |
| 5 | DIMENSIONAL ETF TRUST | 25434V302 | 205,468 | $6.7M | 4.84% |
| 6 | VANGUARD BD INDEX FDS | 92203C303 | 129,779 | $6.5M | 4.68% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 62,384 | $6.4M | 4.60% |
| 8 | ISHARES U S ETF TR | 46431W838 | 118,296 | $6.0M | 4.31% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 112,717 | $5.6M | 4.07% |
| 10 | ISHARES TR | 464287614 | 8,578 | $4.1M | 2.94% |
| 11 | DIMENSIONAL ETF TRUST | 25434V500 | 53,678 | $3.7M | 2.71% |
| 12 | VANGUARD INDEX FDS | 922908595 | 11,737 | $3.5M | 2.57% |
| 13 | BLACKROCK ETF TRUST II | BLK | 69,954 | $3.5M | 2.55% |
| 14 | ISHARES TR | 46435U853 | 92,506 | $3.5M | 2.50% |
| 15 | ISHARES TR | 46436E718 | 31,793 | $3.2M | 2.31% |
| 16 | AMERICAN CENTY ETF TR | 025072802 | 31,516 | $3.0M | 2.14% |
| 17 | VANGUARD WHITEHALL FDS | 921946885 | 37,074 | $2.5M | 1.81% |
| 18 | VANGUARD INDEX FDS | 922908736 | 3,533 | $1.7M | 1.25% |
| 19 | VANGUARD MALVERN FDS | 922020748 | 21,353 | $1.7M | 1.20% |
| 20 | VANGUARD MUN BD FDS | 922907746 | 32,715 | $1.6M | 1.19% |