DeLarme Wealth Management, Inc.
Long book
$155.3M
Q1 2026
Positions
63
Top-10 weight
61%
concentration
Last quarter
+8.0%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsDeLarme Wealth Management, Inc. is a wealth-management firm allocating client money, specialised in technology (68% of the long book), running a $155.3M US long book across 63 positions.
The portfolio is concentrated: the top 10 names carry 61% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD VALUE ETF, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL CORE FIXED INC, ISHARES CORE S&P 500 ETF, DIMENSIONAL EMERGING CORE EQ.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.9%
Q1 2026
+8.0%
Sector allocation
Technology 68%
Consumer discretionary 11%
Financials 10%
Energy 6%
Healthcare 3%
Industrials 3%
Long book by quarter
What does DeLarme Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 11.7K | $3.0M | 1.9% | +120.3% |
| MSFT MICROSOFT CORP | Technology | 2.0K | $726K | 0.5% | +4.5% |
| GOOGL ALPHABET INC-CL A | Technology | 2.0K | $570K | 0.4% | +0.1% |
| NVDA NVIDIA CORP | Technology | 3.1K | $534K | 0.3% | +12.5% |
| AVGO BROADCOM INC | Technology | 1.6K | $492K | 0.3% | -4.6% |
| XOM EXXON MOBIL CORP | Energy | 2.8K | $483K | 0.3% | -3.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.1K | $434K | 0.3% | +4.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 902 | $432K | 0.3% | +0.2% |
| JPM JPMORGAN CHASE & CO | Financials | 1.4K | $420K | 0.3% | +1.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 794 | $247K | 0.2% | -2.1% |
| META META PLATFORMS INC-CLASS A | Technology | 428 | $245K | 0.2% | +11.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 935 | $229K | 0.1% | -9.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 220 | $219K | 0.1% | -9.5% |
| RTX RTX CORP | Industrials | 1.1K | $219K | 0.1% | +0.5% |
| NOC NORTHROP GRUMMAN CORP | Technology | 300 | $205K | 0.1% | New |