Institutional Fund
Delarme Wealth Management, Inc.
Palos Verdes Estates, CACIK 20703612 filings on record
Portfolio Value
$155.26M
Q1 2026
Holdings
63
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+10.3%
from $140.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.0%
- Dimensional ETF Trust10.1%
- Dimensional ETF Trust7.1%
- Ishares Tr5.3%
- Dimensional ETF Trust4.7%
- Vanguard Bd Index Fds4.3%
- Other55.6%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 102.5K | $20.11M | 13.0% | +1.5K | Added |
| 2 | Dimensional ETF Trust | 400.8K | $15.61M | 10.1% | +11.9K | Added |
| 3 | Dimensional ETF Trust | 259.8K | $10.97M | 7.1% | +55.0K | Added |
| 4 | Ishares Tr | 12.7K | $8.30M | 5.3% | +484 | Added |
| 5 | Dimensional ETF Trust | 217.7K | $7.37M | 4.7% | +12.2K | Added |
| 6 | Vanguard Bd Index Fds | 133.6K | $6.65M | 4.3% | +3.8K | Added |
| 7 | Ishares Tr | 65.4K | $6.59M | 4.2% | +33.6K | Added |
| 8 | American Centy ETF Tr | 57.6K | $6.36M | 4.1% | −4.8K | Reduced |
| 9 | Ishares U S ETF Tr | 124.8K | $6.28M | 4.0% | +6.5K | Added |
| 10 | Dimensional ETF Trust | 111.5K | $5.88M | 3.8% | −1.2K | Reduced |
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