BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

DeLarme Wealth Management, Inc.

· CIK 0002070361
13F Portfolio $155M AUM 63 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 33 Added 19 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 VV VANGUARD INDEX FDS 830 $261K 0.19% SOLD
2 VCYT VERACYTE INC Healthcare 6,000 $253K 0.18% SOLD
3 SDY SPDR SERIES TRUST 1,518 $211K 0.15% SOLD
4 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 11,366 $116K 0.08% SOLD
Sector Allocation
Technology 55.1%
Financial Services 11.6%
Communication Services 9.5%
Consumer Cyclical 8.0%
Energy 5.6%
Industrials 4.9%
Healthcare 2.7%
Consumer Defensive 2.6%