DeLarme Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Palos Verdes Estates, CA
CIK
0002070361
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 63 155,263 VTV, DFAI, DFCF, IVV 13F-HR 4/23/2026 000175496026000317
Q4 2025 62 140,814 VTV, DFAI, DFCF, IVV 13F-HR 1/26/2026 000175496026000112