DeLarme Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Palos Verdes Estates, CA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$177,771
Net value change ($000)
+5,312 (3.1%)
New positions
9
Sold out positions
6
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SGOV 1,382 19.9%
DFCF 673 5.5%
DFAI 640 3.8%
AAPL 620 18.1%
J P MORGAN EXCHANGE TRADED F 511 NEW
EXXONMOBIL HOLDINGS CORP 459 NEW
AVDV 421 10.9%
MEAR 389 6.0%
IVV 383 4.0%
IBHF 377 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFSV -708 -100.0%
VTEC -634 -19.4%
AVUV -522 -7.5%
VBK -451 -11.2%
XOM -395 -100.0%
JCPB -290 -19.3%
USFR -237 -100.0%
EEM -222 -100.0%
VYM -221 -100.0%
MCD -207 -100.0%
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