DeLarme Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Palos Verdes Estates, CA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$155,263
Net value change ($000)
+14,448 (10.3%)
New positions
5
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 3,396 106.4%
DFCF 2,252 25.8%
AAPL 1,524 105.7%
VTEC 1,043 68.5%
CALI 967 27.4%
VTV 825 4.3%
DFAI 796 5.4%
DFAE 678 10.1%
AVDV 629 21.2%
HIMU 404 80.5%
Top Reduces (Value $000, Stocks/ETFs)
IWF -370 -9.1%
VV -261 -100.0%
VCYT -253 -100.0%
SDY -211 -100.0%
MSFT -182 -20.0%
VBK -129 -3.6%
DSU -116 -100.0%
USHY -101 -2.9%
DIVO -94 -6.9%
VOT -94 -9.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type