DeLarme Wealth Management, Inc. - Portfolio Stock Holdings

DeLarme Wealth Management, Inc. disclosed 76 stock positions in a recent SEC 13F filing. $177,770,667 of stock holdings were filed, with the largest holdings including VTV, DFAI, and DFCF. This filing represented positions held on Sept. 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.