DELARME WEALTH MANAGEMENT, INC.

Filed: 4/24/2026ACC: 0001754960-26-000317

📋 What this filing means

DELARME WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $155.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$155.26M

Total AUM (reported)

2.31M

Total Shares

Allocation by class

VALUE ETF$20.11M13.0%

INTL CORE EQT MK$15.61M10.1%

CORE FIXED INCOM$10.97M7.1%

CORE S&P500 ETF$8.30M5.3%

EMGR CRE EQT MNG$7.37M4.7%

COM$7.17M4.6%

VANGUARD ULTRA$6.65M4.3%

Portfolio Concentration

Top 3$46.69M30.1%

4–10$47.44M30.6%

11–25$41.41M26.7%

Rest$19.72M12.7%

Top 3 weight

30.1%

Top 10 weight

60.6%

Voting Authority Distribution

Total shares with voting rights: 2.31M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.31M

% of voting shares100.0%

Investment Discretion (by position count)

Sole63

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings63

Rows:

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares102.49K

TypeSH

Market value$20.11M

12.95%

Sole

0.00

Shared

0.00

None

102.49K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares400.79K

TypeSH

Market value$15.61M

10.06%

Sole

0.00

Shared

0.00

None

400.79K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares259.83K

TypeSH

Market value$10.97M

7.07%

Sole

0.00

Shared

0.00

None

259.83K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares12.70K

TypeSH

Market value$8.30M

5.34%

Sole

0.00

Shared

0.00

None

12.70K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares217.65K

TypeSH

Market value$7.37M

4.75%

Sole

0.00

Shared

0.00

None

217.65K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares133.61K

TypeSH

Market value$6.65M

4.28%

Sole

0.00

Shared

0.00

None

133.61K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares65.44K

TypeSH

Market value$6.59M

4.24%

Sole

0.00

Shared

0.00

None

65.44K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares57.61K

TypeSH

Market value$6.36M

4.10%

Sole

0.00

Shared

0.00

None

57.61K

ISHARES U S ETF TR

SOLE

SHORT MATURITY M

Shares124.81K

TypeSH

Market value$6.28M

4.05%

Sole

0.00

Shared

0.00

None

124.81K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares111.47K

TypeSH

Market value$5.88M

3.79%

Sole

0.00

Shared

0.00

None

111.47K

BLACKROCK ETF TRUST II

SOLE

ISHARES SHORT-TE

Shares89.17K

TypeSH

Market value$4.50M

2.90%

Sole

0.00

Shared

0.00

None

89.17K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares52.06K

TypeSH

Market value$3.70M

2.38%

Sole

0.00

Shared

0.00

None

52.06K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares8.65K

TypeSH

Market value$3.69M

2.38%

Sole

0.00

Shared

0.00

None

8.65K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares35.97K

TypeSH

Market value$3.59M

2.31%

Sole

0.00

Shared

0.00

None

35.97K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares11.30K

TypeSH

Market value$3.42M

2.20%

Sole

0.00

Shared

0.00

None

11.30K

ISHARES TR

SOLE

BROAD USD HIGH

Shares91.15K

TypeSH

Market value$3.36M

2.16%

Sole

0.00

Shared

0.00

None

91.15K

APPLE INC

SOLE

COM

Shares11.69K

TypeSH

Market value$2.97M

1.91%

Sole

0.00

Shared

0.00

None

11.69K

VANGUARD WHITEHALL FDS

SOLE

EM MK GOV BD ETF

Shares43.71K

TypeSH

Market value$2.87M

1.85%

Sole

0.00

Shared

0.00

None

43.71K

VANGUARD CALIF TAX FREE FDS

SOLE

TAX EXEMPT BD FD

Shares25.89K

TypeSH

Market value$2.56M

1.65%

Sole

0.00

Shared

0.00

None

25.89K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares26.24K

TypeSH

Market value$2.03M

1.31%

Sole

0.00

Shared

0.00

None

26.24K

BLACKROCK ETF TRUST II

SOLE

SHORT DURATION H

Shares89.08K

TypeSH

Market value$1.96M

1.26%

Sole

0.00

Shared

0.00

None

89.08K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares37.51K

TypeSH

Market value$1.87M

1.21%

Sole

0.00

Shared

0.00

None

37.51K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares4.18K

TypeSH

Market value$1.82M

1.18%

Sole

0.00

Shared

0.00

None

4.18K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares47.43K

TypeSH

Market value$1.61M

1.04%

Sole

0.00

Shared

0.00

None

47.43K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares30.95K

TypeSH

Market value$1.46M

0.94%

Sole

0.00

Shared

0.00

None

30.95K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	VALUE ETF	102.49K	SH	$20.11M 12.95%	102.49K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	400.79K	SH	$15.61M 10.06%	400.79K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	259.83K	SH	$10.97M 7.07%	259.83K
ISHARES TRSOLE	CORE S&P500 ETF	12.70K	SH	$8.30M 5.34%	12.70K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	217.65K	SH	$7.37M 4.75%	217.65K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	133.61K	SH	$6.65M 4.28%	133.61K
ISHARES TRSOLE	0-3 MNTH TREASRY	65.44K	SH	$6.59M 4.24%	65.44K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	57.61K	SH	$6.36M 4.10%	57.61K
ISHARES U S ETF TRSOLE	SHORT MATURITY M	124.81K	SH	$6.28M 4.05%	124.81K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	111.47K	SH	$5.88M 3.79%	111.47K
BLACKROCK ETF TRUST IISOLE	ISHARES SHORT-TE	89.17K	SH	$4.50M 2.90%	89.17K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	52.06K	SH	$3.70M 2.38%	52.06K
ISHARES TRSOLE	RUS 1000 GRW ETF	8.65K	SH	$3.69M 2.38%	8.65K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	35.97K	SH	$3.59M 2.31%	35.97K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	11.30K	SH	$3.42M 2.20%	11.30K
ISHARES TRSOLE	BROAD USD HIGH	91.15K	SH	$3.36M 2.16%	91.15K
APPLE INCSOLE	COM	11.69K	SH	$2.97M 1.91%	11.69K
VANGUARD WHITEHALL FDSSOLE	EM MK GOV BD ETF	43.71K	SH	$2.87M 1.85%	43.71K
VANGUARD CALIF TAX FREE FDSSOLE	TAX EXEMPT BD FD	25.89K	SH	$2.56M 1.65%	25.89K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	26.24K	SH	$2.03M 1.31%	26.24K
BLACKROCK ETF TRUST IISOLE	SHORT DURATION H	89.08K	SH	$1.96M 1.26%	89.08K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	37.51K	SH	$1.87M 1.21%	37.51K
VANGUARD INDEX FDSSOLE	GROWTH ETF	4.18K	SH	$1.82M 1.18%	4.18K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	47.43K	SH	$1.61M 1.04%	47.43K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	30.95K	SH	$1.46M 0.94%	30.95K

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