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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Sector Allocation

Financials
4.2%$6.0M
Technology
2.4%$3.4M
Healthcare
0.3%$467,414
Energy
0.3%$355,364
Industrials
0.1%$206,894

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908744100,969$19.3M13.95%
2DIMENSIONAL ETF TRUST25434V203388,846$14.8M10.72%
3DIMENSIONAL ETF TRUST25434V872204,848$8.7M6.31%
4ISHARES TR46428720012,217$8.4M6.06%
5DIMENSIONAL ETF TRUST25434V302205,468$6.7M4.84%
6VANGUARD BD INDEX FDS92203C303129,779$6.5M4.68%
7AMERICAN CENTY ETF TR02507287762,384$6.4M4.60%
8ISHARES U S ETF TR46431W838118,296$6.0M4.31%
9DIMENSIONAL ETF TRUST25434V807112,717$5.6M4.07%
10ISHARES TR4642876148,578$4.1M2.94%
11DIMENSIONAL ETF TRUST25434V50053,678$3.7M2.71%
12VANGUARD INDEX FDS92290859511,737$3.5M2.57%
13BLACKROCK ETF TRUST IIBLK69,954$3.5M2.55%
14ISHARES TR46435U85392,506$3.5M2.50%
15ISHARES TR46436E71831,793$3.2M2.31%
16AMERICAN CENTY ETF TR02507280231,516$3.0M2.14%
17VANGUARD WHITEHALL FDS92194688537,074$2.5M1.81%
18VANGUARD INDEX FDS9229087363,533$1.7M1.25%
19VANGUARD MALVERN FDS92202074821,353$1.7M1.20%
20VANGUARD MUN BD FDS92290774632,715$1.6M1.19%