DeLarme Wealth Management, Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value: $178M
Positions: 71
Quarter ended: September 30, 2026
Filed: October 30, 2026

Reported portfolio value by quarter (4 quarters reported)

$178M $141M

Q4 25 Q1 26 Q2 26 Q3 26

$141M in Q4 2025 → $178M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	12.8%	Added 0.4%	104,930	$22.7M
DE Dimensional ETF Trust	9.9%	Added 3.3%	423,900	$17.6M
DE Dimensional ETF Trust	7.3%	Added 11%	322,081	$12.9M
IT Ishares Tr	5.6%	Added 1.7%	13,056	$10M
DE Dimensional ETF Trust	5.0%	Added 5.8%	227,959	$8.96M
IT Ishares Tr	4.7%	Added 20%	82,865	$8.34M
VB Vanguard Bd Index Fds	4.1%	Added 5.2%	146,775	$7.27M
IU Ishares U S ETF Tr	3.8%	Added 7.6%	137,637	$6.83M
AC American Centy ETF Tr	3.6%	Trimmed 2.0%	54,388	$6.41M
DE Dimensional ETF Trust	3.5%	Added 1.7%	109,937	$6.14M
BE Blackrock ETF Trust Ii	2.8%	Added 2.2%	98,541	$4.91M
IT Ishares Tr	2.4%	Trimmed 0.3%	34,704	$4.35M
DE Dimensional ETF Trust	2.4%	Added 6.8%	55,306	$4.28M
AC American Centy ETF Tr	2.4%	Added 4.5%	39,062	$4.27M
Apple Inc	2.3%	Added 2.6%	12,142	$4.04M
VI Vanguard Index Fds	2.0%	Trimmed 3.9%	10,552	$3.56M
IT Ishares Tr	1.9%	Added 5.0%	95,297	$3.4M
VW Vanguard Whitehall Fds	1.7%	Added 8.0%	47,905	$3.02M
VC Vanguard Calif Tax Free Fds	1.5%	Trimmed 14%	28,017	$2.64M
VI Vanguard Index Fds	1.3%	Added 5.4%	26,219	$2.36M
VM Vanguard Mun Bd Fds	1.3%	Added 5.9%	46,976	$2.22M
BE Blackrock ETF Trust Ii	1.2%	Added 0.9%	96,956	$2.07M
VM Vanguard Malvern Fds	1.1%	Added 2.5%	26,984	$1.99M
DE Dimensional ETF Trust	1.0%	Added 2.6%	48,279	$1.79M
VI Vanguard Intl Equity Index F	0.8%	Trimmed 0.5%	24,029	$1.43M
VW Vanguard Whitehall Fds	0.8%	Trimmed 1.1%	14,887	$1.41M
AE Amplify ETF Tr	0.7%	Added 0.4%	26,368	$1.23M
JP J P Morgan Exchange Traded F	0.7%	Trimmed 15%	27,109	$1.21M
VI Vanguard Index Fds	0.7%	Added 0.4%	3,988	$1.16M
VI Vanguard Index Fds	0.7%	Trimmed 11%	5,923	$1.16M
TE Tcw ETF Trust	0.6%	Added 24%	29,955	$1.14M
Microsoft Corp	0.6%	Added 7.3%	2,111	$1.08M
BE Blackrock ETF Trust Ii	0.6%	Added 0.5%	22,255	$1.02M
VI Vanguard Index Fds	0.5%	Unchanged	2,296	$859K
SS State Str SPDR S&P 500 ETF T	0.4%	Added 6.9%	941	$717K
Alphabet Inc	0.4%	Added 0.2%	1,939	$667K
Nvidia Corporation	0.4%	Trimmed 3.9%	2,772	$633K
VI Vanguard Index Fds	0.3%	Added 6.8%	2,631	$608K
IT Ishares Tr	0.3%	Added 0.5%	5,808	$579K
BH Berkshire Hathaway Inc Del	0.3%	Added 22%	1,157	$576K
Broadcom Inc	0.3%	Added 2.0%	1,567	$550K
JP J P Morgan Exchange Traded F	0.3%	New	10,790	$511K
Amazon Com Inc	0.3%	Trimmed 11%	1,976	$492K
Advanced Micro Devices Inc	0.3%	Unchanged	795	$486K
DE Dbx ETF Tr	0.3%	Added 28%	14,654	$474K
Jpmorgan Chase & Co	0.3%	Added 1.0%	1,396	$462K
Exxonmobil Holdings Corp	0.3%	New	2,822	$459K
IT Ishares Tr	0.2%	Added 5.7%	7,335	$397K
IT Ishares Tr	0.2%	Trimmed 6.2%	3,799	$395K
IT Ishares Tr	0.2%	Added 0.1%	1,403	$390K
IT Ishares Tr	0.2%	New	16,732	$377K
Caterpillar Inc	0.2%	New	463	$375K
DE Dimensional ETF Trust	0.2%	New	7,825	$373K
VB Vanguard Bd Index Fds	0.2%	Added 18%	4,984	$350K
Micron Technology Inc	0.2%	Added 29%	310	$330K
IT Ishares Tr	0.2%	Trimmed 2.3%	2,204	$300K
SS Select Sector SPDR Tr	0.2%	Added 30%	7,145	$292K
Meta Platforms Inc	0.2%	Trimmed 23%	381	$276K
Abbvie Inc	0.2%	New	1,031	$270K
Johnson & Johnson	0.2%	Added 8.4%	1,014	$268K

Showing top 60 of 71 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 30, 2026

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+13,714	+$1.38M	4.7%
DE Dimensional ETF Trust	Added	+31,892	+$1.28M	7.3%
DE Dimensional ETF Trust	Exited	−18,240	−$708K	—
DE Dimensional ETF Trust	Added	+13,677	+$567K	9.9%
JP J P Morgan Exchange Traded F	New	+10,790	+$511K	0.3%
DE Dimensional ETF Trust	Added	+12,467	+$490K	5.0%
IU Ishares U S ETF Tr	Added	+9,773	+$485K	3.8%
Exxonmobil Holdings Corp	New	+2,822	+$459K	0.3%
VC Vanguard Calif Tax Free Fds	Trimmed	−4,540	−$428K	1.5%
Exxon Mobil Corp	Exited	−2,890	−$395K	—

Showing the 10 largest of 72 changes.

Q2 2026

quarter ended June 30, 2026 · filed August 10, 2026

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+26,140	+$3.25M	2.5%
VI Vanguard Index Fds	Added	+20,689	+$1.78M	1.2%
DE Dimensional ETF Trust	Added	+30,361	+$1.28M	7.1%
VC Vanguard Calif Tax Free Fds	Added	+6,672	+$671K	1.9%
Advanced Micro Devices Inc	New	+795	+$462K	0.3%
VI Vanguard Index Fds	Added	+2,032	+$443K	13.2%
DE Dimensional ETF Trust	Added	+9,431	+$389K	9.8%
IT Ishares Tr	Added	+3,711	+$374K	4.0%
BE Blackrock ETF Trust Ii	Added	+7,239	+$366K	2.8%
VM Vanguard Mun Bd Fds	Added	+6,832	+$346K	1.3%

Showing the 10 largest of 61 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 24, 2026

Company	Action	Shares changed	Value of change	% of portfolio
IT Ishares Tr	Added	+33,647	+$3.39M	4.2%
DE Dimensional ETF Trust	Added	+54,980	+$2.32M	7.1%
Apple Inc	Added	+6,383	+$1.62M	1.9%
VC Vanguard Calif Tax Free Fds	Added	+10,703	+$1.06M	1.7%
BE Blackrock ETF Trust Ii	Added	+19,211	+$969K	2.9%
AC American Centy ETF Tr	Trimmed	−4,776	−$528K	4.1%
DE Dimensional ETF Trust	Added	+11,946	+$465K	10.1%
AC American Centy ETF Tr	Added	+4,449	+$444K	2.3%
VW Vanguard Whitehall Fds	Added	+6,633	+$436K	1.8%
DE Dimensional ETF Trust	Added	+12,186	+$413K	4.7%

Showing the 10 largest of 65 changes.

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