DeLarme Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Palos Verdes Estates, CA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$172,459
Net value change ($000)
+17,196 (11.1%)
New positions
6
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTV 2,670 13.3%
IVV 1,319 15.9%
DFAI 1,307 8.4%
DFAE 1,295 17.6%
DFCF 1,279 11.7%
VTEC 710 27.7%
IWF 630 17.1%
VBK 599 17.5%
AVUV 563 8.8%
DFAS 559 15.1%
Top Reduces (Value $000, Stocks/ETFs)
NOC -205 -100.0%
XOM -88 -18.2%
DIVO -73 -5.7%
DFIV -44 -0.7%
MCD -40 -16.2%
DFSV -6 -0.8%
HDEF -4 -1.1%
RTX -3 -1.4%
COST -1 -0.5%
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