DeLarme Wealth Management

PALOS VERDES ESTATES, CAfiles as DeLarme Wealth Management, Inc.

$172m in 68 US stocks at the end of 30 June 2026. The top 10 are 59.9% of the money. It changed about 2.9% of the portfolio this quarter.

Value

$172m

Stocks

Top 10 share

59.9%

Turnover

2.9%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
0.3% of the fund
VeracyteVCYT
0.2% of the fund
Micron TechnologyMU
0.2% of the fund
Ishares TREEM
0.1% of the fund
Eli LillyLLY
0.1% of the fund
Dimensional ETF TrustDFUS
0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAI
9.8% of the fund
+2%
Dimensional ETF TrustDFCF
7.1% of the fund
+12%
Ishares TRSGOV
4.0% of the fund
+6%
Vanguard BD Index FDSVUSB
4.0% of the fund
+4%
Ishares U S ETF TRMEAR
3.7% of the fund
+2%
Blackrock ETF Trust IICALI
2.8% of the fund
+8%
American Centy ETF TRAVDV
2.2% of the fund
+4%
Vanguard Calif TAX Free FDSVTEC
1.9% of the fund
+26%
Vanguard MUN BD FDSVTEB
1.3% of the fund
+18%
Blackrock ETF Trust IISHYM
1.3% of the fund
+8%
J P Morgan Exchange Traded FJCPB
0.9% of the fund
+4%
Vanguard Whitehall FDSVIGI
0.8% of the fund
+6%
Vanguard Index FDSVOT
0.7% of the fund
+9%
Blackrock ETF Trust IIHIMU
0.6% of the fund
+17%
TCW ETF TrustFLXR
0.5% of the fund
+3%
Ishares TRSTIP
0.3% of the fund
+10%
Amazon.comAMZN
0.3% of the fund
+7%
Berkshire HathawayBRK-B
0.3% of the fund
+6%
Ishares TRCMF
0.2% of the fund
+7%
Vanguard BD Index FDSBND
0.2% of the fund
+15%
Meta PlatformsMETA
0.2% of the fund
+15%
Costco WholesaleCOST
0.1% of the fund
+6%

Cut

Sold some of their stake.

American Centy ETF TRAVUV
4.0% of the fund
-4%
Dimensional ETF TrustDFIV
3.4% of the fund
-3%
Vanguard Index FDSVBK
2.3% of the fund
-3%
Amplify ETF TRDIVO
0.7% of the fund
-7%
Dimensional ETF TrustDFSV
0.4% of the fund
-11%
AlphabetGOOGL
0.4% of the fund
-2%
BroadcomAVGO
0.3% of the fund
-3%
NvidiaNVDA
0.3% of the fund
-6%
JPMorgan ChaseJPM
0.3% of the fund
-3%
Ishares TRIJR
0.2% of the fund
-8%
McDonald'sMCD
0.1% of the fund
-4%

Sold out

Sold their entire stake.

Northrop GrummanNOC
-100%

Holdings

Vanguard Index FDSVTV
Share
13.2%
Value
$23m
Shares
104,526
Held
Dimensional ETF TrustDFAI
Share
9.8%
Value
$17m
Shares
410,223
+2%
Dimensional ETF TrustDFCF
Share
7.1%
Value
$12m
Shares
290,189
+12%
Ishares TRIVV
Share
5.6%
Value
$10m
Shares
12,841
Held
Dimensional ETF TrustDFAE
Share
5.0%
Value
$9m
Shares
215,492
Held
Ishares TRSGOV
Share
4.0%
Value
$7m
Shares
69,151
+6%
Vanguard BD Index FDSVUSB
Share
4.0%
Value
$7m
Shares
139,499
+4%
American Centy ETF TRAVUV
Share
4.0%
Value
$7m
Shares
55,522
-4%
Ishares U S ETF TRMEAR
Share
3.7%
Value
$6m
Shares
127,864
+2%
Dimensional ETF TrustDFIV
Share
3.4%
Value
$6m
Shares
108,113
-3%
Blackrock ETF Trust IICALI
Share
2.8%
Value
$5m
Shares
96,404
+8%
Ishares TRIWF
Share
2.5%
Value
$4m
Shares
34,794
Held
Dimensional ETF TrustDFAS
Share
2.5%
Value
$4m
Shares
51,763
Held
Vanguard Index FDSVBK
Share
2.3%
Value
$4m
Shares
10,982
-3%
American Centy ETF TRAVDV
Share
2.2%
Value
$4m
Shares
37,384
+4%
AppleAAPL
Share
2.0%
Value
$3m
Shares
11,830
Held
Ishares TRUSHY
Share
1.9%
Value
$3m
Shares
90,790
Held
Vanguard Calif TAX Free FDSVTEC
Share
1.9%
Value
$3m
Shares
32,557
+26%
Vanguard Whitehall FDSVWOB
Share
1.7%
Value
$3m
Shares
44,355
Held
Vanguard MUN BD FDSVTEB
Share
1.3%
Value
$2m
Shares
44,339
+18%
Blackrock ETF Trust IISHYM
Share
1.3%
Value
$2m
Shares
96,134
+8%
Vanguard Index FDSVUG
Share
1.2%
Value
$2m
Shares
24,866
Held
Vanguard Malvern FDSVCRB
Share
1.2%
Value
$2m
Shares
26,315
Held
Dimensional ETF TrustDFAX
Share
1.0%
Value
$2m
Shares
47,056
Held
J P Morgan Exchange Traded FJCPB
Share
0.9%
Value
$2m
Shares
32,040
+4%
Vanguard Intl Equity Index FVWO
Share
0.8%
Value
$1m
Shares
24,154
Held
Vanguard Whitehall FDSVIGI
Share
0.8%
Value
$1m
Shares
15,047
+6%
Vanguard Index FDSVOE
Share
0.8%
Value
$1m
Shares
6,683
Held
Vanguard Index FDSVOT
Share
0.7%
Value
$1m
Shares
3,973
+9%
Amplify ETF TRDIVO
Share
0.7%
Value
$1m
Shares
26,267
-7%
Blackrock ETF Trust IIHIMU
Share
0.6%
Value
$1m
Shares
22,144
+17%
TCW ETF TrustFLXR
Share
0.5%
Value
$944,373
Shares
24,085
+3%
Vanguard Index FDSVTI
Share
0.5%
Value
$849,691
Shares
2,296
Held
MicrosoftMSFT
Share
0.4%
Value
$733,588
Shares
1,967
Held
Dimensional ETF TrustDFSV
Share
0.4%
Value
$707,530
Shares
18,240
-11%
AlphabetGOOGL
Share
0.4%
Value
$691,511
Shares
1,935
-2%
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$657,317
Shares
880
Held
Vanguard Index FDSVBR
Share
0.3%
Value
$598,727
Shares
2,464
Held
Ishares TRSTIP
Share
0.3%
Value
$590,280
Shares
5,778
+10%
BroadcomAVGO
Share
0.3%
Value
$580,224
Shares
1,536
-3%
NvidiaNVDA
Share
0.3%
Value
$577,260
Shares
2,885
-6%
Amazon.comAMZN
Share
0.3%
Value
$530,545
Shares
2,226
+7%
Berkshire HathawayBRK-B
Share
0.3%
Value
$476,371
Shares
952
+6%
Advanced Micro DevicesAMD
Share
0.3%
Value
$461,823
Shares
795
New
JPMorgan ChaseJPM
Share
0.3%
Value
$452,445
Shares
1,382
-3%
Ishares TRIWM
Share
0.2%
Value
$421,176
Shares
1,402
Held
Ishares TREFA
Share
0.2%
Value
$420,909
Shares
4,052
Held
Ishares TRCMF
Share
0.2%
Value
$400,022
Shares
6,940
+7%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$395,121
Shares
2,890
Held
DBX ETF TRHDEF
Share
0.2%
Value
$368,999
Shares
11,481
Held
Ishares TRIJR
Share
0.2%
Value
$334,667
Shares
2,257
-8%
Vanguard BD Index FDSBND
Share
0.2%
Value
$308,983
Shares
4,209
+15%
VeracyteVCYT
Share
0.2%
Value
$293,650
Shares
5,000
New
Meta PlatformsMETA
Share
0.2%
Value
$277,702
Shares
493
+15%
Micron TechnologyMU
Share
0.2%
Value
$277,051
Shares
240
New
Select Sector Spdr TRXLRE
Share
0.1%
Value
$242,165
Shares
5,500
Held
Johnson & JohnsonJNJ
Share
0.1%
Value
$237,462
Shares
935
Held
Wisdomtree TRUSFR
Share
0.1%
Value
$236,695
Shares
4,701
Held
Vanguard Scottsdale FDSVONE
Share
0.1%
Value
$229,991
Shares
679
Held
Vanguard Intl Equity Index FVEU
Share
0.1%
Value
$227,381
Shares
2,715
Held
Ishares TREEM
Share
0.1%
Value
$222,393
Shares
3,251
New
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$220,926
Shares
1,398
Held
Costco WholesaleCOST
Share
0.1%
Value
$217,991
Shares
233
+6%
RTXRTX
Share
0.1%
Value
$216,202
Shares
1,140
Held
Eli LillyLLY
Share
0.1%
Value
$214,875
Shares
179
New
Pimco ETF TRMUNI
Share
0.1%
Value
$214,292
Shares
4,074
Held
Dimensional ETF TrustDFUS
Share
0.1%
Value
$211,077
Shares
2,576
New
McDonald'sMCD
Share
0.1%
Value
$207,057
Shares
766
-4%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTV	13.2%	$23m	104,526	Held
Dimensional ETF TrustDFAI	9.8%	$17m	410,223	+2%
Dimensional ETF TrustDFCF	7.1%	$12m	290,189	+12%
Ishares TRIVV	5.6%	$10m	12,841	Held
Dimensional ETF TrustDFAE	5.0%	$9m	215,492	Held
Ishares TRSGOV	4.0%	$7m	69,151	+6%
Vanguard BD Index FDSVUSB	4.0%	$7m	139,499	+4%
American Centy ETF TRAVUV	4.0%	$7m	55,522	-4%
Ishares U S ETF TRMEAR	3.7%	$6m	127,864	+2%
Dimensional ETF TrustDFIV	3.4%	$6m	108,113	-3%
Blackrock ETF Trust IICALI	2.8%	$5m	96,404	+8%
Ishares TRIWF	2.5%	$4m	34,794	Held
Dimensional ETF TrustDFAS	2.5%	$4m	51,763	Held
Vanguard Index FDSVBK	2.3%	$4m	10,982	-3%
American Centy ETF TRAVDV	2.2%	$4m	37,384	+4%
AppleAAPL	2.0%	$3m	11,830	Held
Ishares TRUSHY	1.9%	$3m	90,790	Held
Vanguard Calif TAX Free FDSVTEC	1.9%	$3m	32,557	+26%
Vanguard Whitehall FDSVWOB	1.7%	$3m	44,355	Held
Vanguard MUN BD FDSVTEB	1.3%	$2m	44,339	+18%
Blackrock ETF Trust IISHYM	1.3%	$2m	96,134	+8%
Vanguard Index FDSVUG	1.2%	$2m	24,866	Held
Vanguard Malvern FDSVCRB	1.2%	$2m	26,315	Held
Dimensional ETF TrustDFAX	1.0%	$2m	47,056	Held
J P Morgan Exchange Traded FJCPB	0.9%	$2m	32,040	+4%
Vanguard Intl Equity Index FVWO	0.8%	$1m	24,154	Held
Vanguard Whitehall FDSVIGI	0.8%	$1m	15,047	+6%
Vanguard Index FDSVOE	0.8%	$1m	6,683	Held
Vanguard Index FDSVOT	0.7%	$1m	3,973	+9%
Amplify ETF TRDIVO	0.7%	$1m	26,267	-7%
Blackrock ETF Trust IIHIMU	0.6%	$1m	22,144	+17%
TCW ETF TrustFLXR	0.5%	$944,373	24,085	+3%
Vanguard Index FDSVTI	0.5%	$849,691	2,296	Held
MicrosoftMSFT	0.4%	$733,588	1,967	Held
Dimensional ETF TrustDFSV	0.4%	$707,530	18,240	-11%
AlphabetGOOGL	0.4%	$691,511	1,935	-2%
State STR Spdr S&P 500 ETF TSPY	0.4%	$657,317	880	Held
Vanguard Index FDSVBR	0.3%	$598,727	2,464	Held
Ishares TRSTIP	0.3%	$590,280	5,778	+10%
BroadcomAVGO	0.3%	$580,224	1,536	-3%
NvidiaNVDA	0.3%	$577,260	2,885	-6%
Amazon.comAMZN	0.3%	$530,545	2,226	+7%
Berkshire HathawayBRK-B	0.3%	$476,371	952	+6%
Advanced Micro DevicesAMD	0.3%	$461,823	795	New
JPMorgan ChaseJPM	0.3%	$452,445	1,382	-3%
Ishares TRIWM	0.2%	$421,176	1,402	Held
Ishares TREFA	0.2%	$420,909	4,052	Held
Ishares TRCMF	0.2%	$400,022	6,940	+7%
ExxonMobil HoldingsXOM	0.2%	$395,121	2,890	Held
DBX ETF TRHDEF	0.2%	$368,999	11,481	Held
Ishares TRIJR	0.2%	$334,667	2,257	-8%
Vanguard BD Index FDSBND	0.2%	$308,983	4,209	+15%
VeracyteVCYT	0.2%	$293,650	5,000	New
Meta PlatformsMETA	0.2%	$277,702	493	+15%
Micron TechnologyMU	0.2%	$277,051	240	New
Select Sector Spdr TRXLRE	0.1%	$242,165	5,500	Held
Johnson & JohnsonJNJ	0.1%	$237,462	935	Held
Wisdomtree TRUSFR	0.1%	$236,695	4,701	Held
Vanguard Scottsdale FDSVONE	0.1%	$229,991	679	Held
Vanguard Intl Equity Index FVEU	0.1%	$227,381	2,715	Held
Ishares TREEM	0.1%	$222,393	3,251	New
Vanguard Whitehall FDSVYM	0.1%	$220,926	1,398	Held
Costco WholesaleCOST	0.1%	$217,991	233	+6%
RTXRTX	0.1%	$216,202	1,140	Held
Eli LillyLLY	0.1%	$214,875	179	New
Pimco ETF TRMUNI	0.1%	$214,292	4,074	Held
Dimensional ETF TrustDFUS	0.1%	$211,077	2,576	New
McDonald'sMCD	0.1%	$207,057	766	-4%

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 22.5% since 31 December 2025.

Where the money is

Technology3.5%

Media & telecom0.6%

Financial services0.5%

Health care0.4%

Retail & consumer0.4%

Energy0.2%

Everyday goods0.1%

Industrials0.1%

Other94.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.