DeLarme Wealth Management, Inc.: 13F holdings
CIK 20703612026Q2
| Positions | 68 |
|---|---|
| Reported value | $172.5m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTV VANGUARD INDEX FDS | 104,526 | $22.8m | 13.2% |
| DFAI DIMENSIONAL ETF TRUST | 410,223 | $16.9m | 9.8% |
| DFCF DIMENSIONAL ETF TRUST | 290,189 | $12.2m | 7.1% |
| IVV ISHARES TR | 12,841 | $9.6m | 5.6% |
| DFAE DIMENSIONAL ETF TRUST | 215,492 | $8.7m | 5.0% |
| SGOV ISHARES TR | 69,151 | $7.0m | 4.0% |
| VUSB VANGUARD BD INDEX FDS | 139,499 | $6.9m | 4.0% |
| AVUV AMERICAN CENTY ETF TR | 55,522 | $6.9m | 4.0% |
| ISHARES U S ETF TR | 127,864 | $6.4m | 3.7% |
| DFIV DIMENSIONAL ETF TRUST | 108,113 | $5.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2070361")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.