DeLarme Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationpalos verdes estates, CA
- Num holdings
62
- Value ($000)
$140,815
- Date Filed01/26/2026
- Form type13F-HR
- CIK0002070361
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $19.28M | 14 % | 100,969 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $14.82M | 11 % | 388,846 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $8.72M | 6 % | 204,848 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.37M | 6 % | 12,217 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $6.69M | 5 % | 205,468 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $6.47M | 5 % | 129,779 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.36M | 5 % | 62,384 | ||
ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $5.95M | 4 % | 118,296 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.62M | 4 % | 112,717 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.06M | 3 % | 8,578 |
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