DeLarme Wealth Management, Inc. - Portfolio Stock Holdings
DeLarme Wealth Management, Inc. disclosed 68 stock positions in a recent SEC 13F filing. $172,064,124 of stock holdings were filed, with the largest holdings including VTV, DFAI, and DFCF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $256,500,641 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
68Est. Stock Holding Value:
$172,064,124Top Stock Holdings By Sector
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Portfolio Stock Holdings - DeLarme Wealth Management, Inc.
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