DeLarme Wealth Management, Inc. holds a focused book of 68 stocks worth $172.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Dimensional Emerging Core Eq. Their largest long position is Vanguard Value ETF at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as DeLarme Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 69 / 68 | $500.3B |
| JPMORGAN CHASE & CO | 69 / 68 | $441.7B |
| LPL Financial LLC | 69 / 68 | $73.7B |
| Cetera Investment Advisers | 69 / 68 | $22.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 69 / 68 | $16.5B |
| OSAIC HOLDINGS, INC. | 69 / 68 | $16.2B |
| ROYAL BANK OF CANADA | 68 / 68 | $139.6B |
| WELLS FARGO & COMPANY/MN | 68 / 68 | $139.5B |
Ranked by how many of DeLarme Wealth Management, Inc.'s top 68 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $22.8M | 104.5K | 13.2% | ▲+2.0% Added · +2K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $16.9M | 410.2K | 9.8% | ▲+2.4% Added · +9K sh | |
| 3 | Dimensional ETF Trust CORE FIXE IN ETF | $12.2M | 290.2K | 7.1% | ▲+12% Added · +30K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $9.6M | 12.8K | 5.6% | ▲+1.1% Added · +140 sh | |
| 5 | Dimensional ETF Trust EMGR CRE EQT MNG | $8.7M | 215.5K | 5.0% | ▼−1.0% Reduced · −2K sh | |
| 6 | Ishares TR 0-3 MTH TREASURY | $7.0M | 69.2K | 4.0% | ▲+5.7% Added · +4K sh | |
| 7 | Vanguard BD Index FDS VANGUARD ULTRA | $6.9M | 139.5K | 4.0% | ▲+4.4% Added · +6K sh | |
| 8 | American Centy ETF TR US SML CP VALU | $6.9M | 55.5K | 4.0% | ▼−3.6% Reduced · −2K sh | |
| 9 | Ishares U S ETF TR SHOR MAT MUN ETF | $6.4M | 127.9K | 3.7% | ▲+2.5% Added · +3K sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $5.8M | 108.1K | 3.4% | ▼−3.0% Reduced · −3K sh | |
| 11 | BlackRock ETF Trust II ISHA SH TERM ETF | $4.9M | 96.4K | 2.8% | ▲+8.1% Added · +7K sh | |
| 12 | Ishares TR RUS 1000 GRW ETF | $4.3M | 34.8K | 2.5% | ▲+302% Added · +26K sh | |
| 13 | Dimensional ETF Trust US SMALL CAP ETF | $4.3M | 51.8K | 2.5% | ▼−0.6% Reduced · −294 sh | |
| 14 | Vanguard Index FDS SML CP GRW ETF | $4.0M | 11.0K | 2.3% | ▼−2.8% Reduced · −322 sh | |
| 15 | American Centy ETF TR INTL SMCP VLU | $3.9M | 37.4K | 2.2% | ▲+3.9% Added · +1K sh | |
| 16 | Apple Inc COM | $3.4M | 11.8K | 2.0% | ▲+1.2% Added · +143 sh | |
| 17 | Ishares TR BROAD USD HIGH | $3.4M | 90.8K | 1.9% | ▼−0.4% Reduced · −360 sh | |
| 18 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $3.3M | 32.6K | 1.9% | ▲+26% Added · +7K sh | |
| 19 | Vanguard Whitehall FDS EM MK GOV BD ETF | $3.0M | 44.4K | 1.7% | ▲+1.5% Added · +648 sh | |
| 20 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.2M | 44.3K | 1.3% | ▲+18% Added · +7K sh | |
| 21 | BlackRock ETF Trust II SHOR DURA HI ETF | $2.2M | 96.1K | 1.3% | ▲+7.9% Added · +7K sh | |
| 22 | Vanguard Index FDS GROWTH ETF | $2.1M | 24.9K | 1.2% | ▲+495% Added · +21K sh | |
| 23 | Vanguard Malvern FDS CORE BD ETF | $2.0M | 26.3K | 1.2% | ▲+0.3% Added · +75 sh | |
| 24 | Dimensional ETF Trust WORLD EX US CORE | $1.7M | 47.1K | 1.0% | ▼−0.8% Reduced · −373 sh | |
| 25 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $1.5M | 32.0K | 0.9% | ▲+3.5% Added · +1K sh | |
| 26 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.4M | 24.2K | 0.8% | ▼−0.9% Reduced · −216 sh | |
| 27 | Vanguard Whitehall FDS INTL DVD ETF | $1.4M | 15.0K | 0.8% | ▲+5.8% Added · +830 sh | |
| 28 | Vanguard Index FDS MCAP VL IDXVIP | $1.3M | 6.7K | 0.8% | ▲+1.0% Added · +69 sh | |
| 29 | Vanguard Index FDS MCAP GR IDXVIP | $1.2M | 4.0K | 0.7% | ▲+8.7% Added · +318 sh | |
| 30 | Amplify ETF TR CWP ENHANCED DIV | $1.2M | 26.3K | 0.7% | ▼−7.5% Reduced · −2K sh | |
| 31 | BlackRock ETF Trust II ISH HIG MUN ETF | $1.1M | 22.1K | 0.6% | ▲+17% Added · +3K sh | |
| 32 | TCW ETF Trust FLEXIBLE INCOME | $944K | 24.1K | 0.5% | ▲+3.5% Added · +805 sh | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $850K | 2.3K | 0.5% | ▲~0% Added · +1 sh | |
| 34 | Microsoft Corp COM | $734K | 2.0K | 0.4% | ▲+0.3% Added · +5 sh | |
| 35 | Dimensional ETF Trust US SMALL CAP ETF | $708K | 18.2K | 0.4% | ▼−11% Reduced · −2K sh | |
| 36 | Alphabet Inc CAP STK CL A | $692K | 1.9K | 0.4% | ▼−2.4% Reduced · −48 sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $657K | 880 | 0.4% | —Held | |
| 38 | Vanguard Index FDS SM CP VAL ETF | $599K | 2.5K | 0.3% | —Held | |
| 39 | Ishares TR 0-5 YR TIPS ETF | $590K | 5.8K | 0.3% | ▲+9.7% Added · +513 sh | |
| 40 | Broadcom Inc COM | $580K | 1.5K | 0.3% | ▼−3.3% Reduced · −53 sh | |
| 41 | Nvidia Corporation COM | $577K | 2.9K | 0.3% | ▼−5.7% Reduced · −175 sh | |
| 42 | Amazon Com Inc COM | $531K | 2.2K | 0.3% | ▲+6.7% Added · +140 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $476K | 952 | 0.3% | ▲+5.5% Added · +50 sh | |
| 44 | Advanced Micro Devices Inc COM | $462K | 795 | 0.3% | ▲New New position | |
| 45 | JPMorgan Chase & Co COM | $452K | 1.4K | 0.3% | ▼−3.3% Reduced · −47 sh | |
| 46 | Ishares TR RUSSELL 2000 ETF | $421K | 1.4K | 0.2% | ▲+0.1% Added · +1 sh | |
| 47 | Ishares TR MSCI EAFE ETF | $421K | 4.1K | 0.2% | ▲+0.4% Added · +16 sh | |
| 48 | Ishares TR CALIF MUN BD ETF | $400K | 6.9K | 0.2% | ▲+7.2% Added · +465 sh | |
| 49 | Exxon Mobil Corp COM | $395K | 2.9K | 0.2% | ▲+1.5% Added · +44 sh | |
| 50 | DBX ETF TR XTRACK MSCI EAFE | $369K | 11.5K | 0.2% | ▼−0.3% Reduced · −40 sh |
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Use Arkolith to show DeLarme Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.