Filed: 1/26/2026ACC: 0001754960-26-000112
📋 What this filing means
DELARME WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $140.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$140.81M
Total AUM (reported)
2.11M
Total Shares
Allocation by class
VALUE ETF$19.28M13.7%
INTL CORE EQT MK$14.82M10.5%
CORE FIXED INCOM$8.72M6.2%
CORE S&P500 ETF$8.37M5.9%
EMGR CRE EQT MNG$6.69M4.8%
VANGUARD ULTRA$6.47M4.6%
US SML CP VALU$6.36M4.5%
Portfolio Concentration
Top 3$42.82M30.4%
4–10$43.53M30.9%
11–25$35.56M25.3%
Rest$18.91M13.4%
Top 3 weight
30.4%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
VANGUARD INDEX FDS
SOLEShares100.97K
TypeSH
Market value$19.28M
13.69%
Sole
0.00
Shared
0.00
None
100.97K
DIMENSIONAL ETF TRUST
SOLEShares388.85K
TypeSH
Market value$14.82M
10.52%
Sole
0.00
Shared
0.00
None
388.85K
DIMENSIONAL ETF TRUST
SOLEShares204.85K
TypeSH
Market value$8.72M
6.19%
Sole
0.00
Shared
0.00
None
204.85K
ISHARES TR
SOLEShares12.22K
TypeSH
Market value$8.37M
5.94%
Sole
0.00
Shared
0.00
None
12.22K
DIMENSIONAL ETF TRUST
SOLEShares205.47K
TypeSH
Market value$6.69M
4.75%
Sole
0.00
Shared
0.00
None
205.47K
VANGUARD BD INDEX FDS
SOLEShares129.78K
TypeSH
Market value$6.47M
4.59%
Sole
0.00
Shared
0.00
None
129.78K
AMERICAN CENTY ETF TR
SOLEShares62.38K
TypeSH
Market value$6.36M
4.52%
Sole
0.00
Shared
0.00
None
62.38K
ISHARES U S ETF TR
SOLEShares118.30K
TypeSH
Market value$5.95M
4.23%
Sole
0.00
Shared
0.00
None
118.30K
DIMENSIONAL ETF TRUST
SOLEShares112.72K
TypeSH
Market value$5.62M
3.99%
Sole
0.00
Shared
0.00
None
112.72K
ISHARES TR
SOLEShares8.58K
TypeSH
Market value$4.06M
2.88%
Sole
0.00
Shared
0.00
None
8.58K
DIMENSIONAL ETF TRUST
SOLEShares53.68K
TypeSH
Market value$3.74M
2.66%
Sole
0.00
Shared
0.00
None
53.68K
VANGUARD INDEX FDS
SOLEShares11.74K
TypeSH
Market value$3.55M
2.52%
Sole
0.00
Shared
0.00
None
11.74K
BLACKROCK ETF TRUST II
SOLEShares69.95K
TypeSH
Market value$3.53M
2.51%
Sole
0.00
Shared
0.00
None
69.95K
ISHARES TR
SOLEShares92.51K
TypeSH
Market value$3.46M
2.46%
Sole
0.00
Shared
0.00
None
92.51K
ISHARES TR
SOLEShares31.79K
TypeSH
Market value$3.19M
2.27%
Sole
0.00
Shared
0.00
None
31.79K
AMERICAN CENTY ETF TR
SOLEShares31.52K
TypeSH
Market value$2.96M
2.10%
Sole
0.00
Shared
0.00
None
31.52K
VANGUARD WHITEHALL FDS
SOLEShares37.07K
TypeSH
Market value$2.50M
1.78%
Sole
0.00
Shared
0.00
None
37.07K
VANGUARD INDEX FDS
SOLEShares3.53K
TypeSH
Market value$1.72M
1.22%
Sole
0.00
Shared
0.00
None
3.53K
VANGUARD MALVERN FDS
SOLEShares21.35K
TypeSH
Market value$1.66M
1.18%
Sole
0.00
Shared
0.00
None
21.35K
VANGUARD MUN BD FDS
SOLEShares32.72K
TypeSH
Market value$1.65M
1.17%
Sole
0.00
Shared
0.00
None
32.72K
DIMENSIONAL ETF TRUST
SOLEShares50.18K
TypeSH
Market value$1.64M
1.17%
Sole
0.00
Shared
0.00
None
50.18K
BLACKROCK ETF TRUST II
SOLEShares71.82K
TypeSH
Market value$1.60M
1.13%
Sole
0.00
Shared
0.00
None
71.82K
VANGUARD CALIF TAX FREE FDS
SOLEShares15.18K
TypeSH
Market value$1.52M
1.08%
Sole
0.00
Shared
0.00
None
15.18K
APPLE INC
SOLEShares5.30K
TypeSH
Market value$1.44M
1.02%
Sole
0.00
Shared
0.00
None
5.30K
J P MORGAN EXCHANGE TRADED F
SOLEShares29.50K
TypeSH
Market value$1.40M
0.99%
Sole
0.00
Shared
0.00
None
29.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 100.97K | SH | $19.28M 13.69% | 0.00 | 0.00 | 100.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 388.85K | SH | $14.82M 10.52% | 0.00 | 0.00 | 388.85K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 204.85K | SH | $8.72M 6.19% | 0.00 | 0.00 | 204.85K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.22K | SH | $8.37M 5.94% | 0.00 | 0.00 | 12.22K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 205.47K | SH | $6.69M 4.75% | 0.00 | 0.00 | 205.47K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 129.78K | SH | $6.47M 4.59% | 0.00 | 0.00 | 129.78K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 62.38K | SH | $6.36M 4.52% | 0.00 | 0.00 | 62.38K |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 118.30K | SH | $5.95M 4.23% | 0.00 | 0.00 | 118.30K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 112.72K | SH | $5.62M 3.99% | 0.00 | 0.00 | 112.72K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.58K | SH | $4.06M 2.88% | 0.00 | 0.00 | 8.58K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 53.68K | SH | $3.74M 2.66% | 0.00 | 0.00 | 53.68K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 11.74K | SH | $3.55M 2.52% | 0.00 | 0.00 | 11.74K |
BLACKROCK ETF TRUST IISOLE | ISHARES SHORT-TE | 69.95K | SH | $3.53M 2.51% | 0.00 | 0.00 | 69.95K |
ISHARES TRSOLE | BROAD USD HIGH | 92.51K | SH | $3.46M 2.46% | 0.00 | 0.00 | 92.51K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 31.79K | SH | $3.19M 2.27% | 0.00 | 0.00 | 31.79K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 31.52K | SH | $2.96M 2.10% | 0.00 | 0.00 | 31.52K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 37.07K | SH | $2.50M 1.78% | 0.00 | 0.00 | 37.07K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.53K | SH | $1.72M 1.22% | 0.00 | 0.00 | 3.53K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 21.35K | SH | $1.66M 1.18% | 0.00 | 0.00 | 21.35K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 32.72K | SH | $1.65M 1.17% | 0.00 | 0.00 | 32.72K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 50.18K | SH | $1.64M 1.17% | 0.00 | 0.00 | 50.18K |
BLACKROCK ETF TRUST IISOLE | SHORT DURATION H | 71.82K | SH | $1.60M 1.13% | 0.00 | 0.00 | 71.82K |
VANGUARD CALIF TAX FREE FDSSOLE | TAX EXEMPT BD FD | 15.18K | SH | $1.52M 1.08% | 0.00 | 0.00 | 15.18K |
APPLE INCSOLE | COM | 5.30K | SH | $1.44M 1.02% | 0.00 | 0.00 | 5.30K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 29.50K | SH | $1.40M 0.99% | 0.00 | 0.00 | 29.50K |
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