DeLarme Wealth Management, Inc. ETF holdings
Palos Verdes Estates, CA
Reported $162.2M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$162.2M
ETFs held
50
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
94.0%
of $172.5M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTV | Vanguard Morningstar Value ETF | $22.8M | 104,526 | +2,032 shares |
| DFAI | Dimensional International Core Equity Market ETF | $16.9M | 410,223 | +9,431 shares |
| DFCF | Dimensional Core Fixed Income ETF | $12.2M | 290,189 | +30,361 shares |
| IVV | iShares Core S&P 500 ETF | $9.6M | 12,841 | +140 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $8.7M | 215,492 | −2,162 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $7.0M | 69,151 | +3,711 shares |
| VUSB | Vanguard Ultra-Short Bond ETF | $6.9M | 139,499 | +5,888 shares |
| AVUV | Avantis US Small Cap Value ETF | $6.9M | 55,522 | −2,086 shares |
| MEAR | iShares Short Maturity Municipal Bond Active ETF | $6.4M | 127,864 | +3,059 shares |
| DFIV | Dimensional International Value ETF | $5.8M | 108,113 | −3,361 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002070361. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does DeLarme Wealth Management, Inc. own?
DeLarme Wealth Management, Inc. reported 50 ETF positions worth $162.2M in its Form 13F for June 30, 2026. The largest was VTV, at $22.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.