DeLarme Wealth Management, Inc.
•CIK: 2070361•Filing: Q4 2025
**DeLarme Wealth Management, Inc.** manages $141M across a diversified portfolio of 62 positions. The firm maintains significant exposure to core market indices and sector leaders, evidenced by the top holdings including VTV at $19.3M and DFAI at $14.8M. Notable allocations also feature DFCF ($8.7M), IVV ($8.4M), and DFAE ($6.7M). This positioning suggests a tactical approach emphasizing established market breadth and targeted sector overweighting.
Total AUM
$140.8M
QoQ Performance
N/A
Positions
36
Top 10 Concentration
61.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
DFAI
DFCF
IVV
VTV13.7%
DFAI10.5%
DFCF6.2%
IVV5.9%
DFAE4.8%
VUSB4.6%
AVUV4.5%
MEAR4.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.9%
ETF6.2%
Technology3.1%
Consumer0.7%
Financial0.6%
Energy0.3%
Healthcare0.2%
Industrial0.1%