DeLarme Wealth Management, Inc. - Portfolio overview

DeLarme Wealth Management, Inc. has 63 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 12.95%
2. DFAI - DIMENSIONAL ETF TRUST, 10.06%
3. DFCF - DIMENSIONAL ETF TRUST, 7.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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