DeLarme Wealth Management, Inc.
All 13F Filings
- Location
- Palos Verdes Estates, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 177,771
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 71 | 177,771 | 13F-HR | DeLarme Wealth Management, Inc. |
| Q2 2026 | 8/10/2026 | 68 | 172,459 | 13F-HR | DeLarme Wealth Management, Inc. |
| Q1 2026 | 4/23/2026 | 63 | 155,263 | 13F-HR | DeLarme Wealth Management, Inc. |
| Q4 2025 | 1/26/2026 | 62 | 140,815 | 13F-HR | DeLarme Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.51 K | 7.0% | 2.01 K | 0 | 2.01 K |
| ETFs | 165.3 K | 93.0% | 3.3 K | 0 | 3.3 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
177,771
Holdings
71
QoQ value change ($000)
5,312
(3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.