DeLarme Wealth Management, Inc.
Net buyer this quarter
$172M
24
+$1.64M
8.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CALI | $4.87M | 2.82% | Not reported | +8.1% | Q4 2025 |
 AAPL | $3.42M | 1.98% | 0.00% | +1.2% | Q4 2025 |
 DFAX | $1.73M | 1.01% | Not reported | -0.8% | Q4 2025 |
 VOT | $1.22M | 0.71% | Not reported | +8.7% | Q4 2025 |
 FLXR | $944K | 0.55% | 0.01% | +3.5% | Q4 2025 |
 MSFT | $734K | 0.43% | 0.00% | +0.3% | Q4 2025 |
 GOOGL | $692K | 0.40% | 0.00% | -2.4% | Q4 2025 |
 SPY | $657K | 0.38% | Not reported | Not reported | Q4 2025 |
 AVGO | $580K | 0.34% | 0.00% | -3.3% | Q4 2025 |
 NVDA | $577K | 0.33% | 0.00% | -5.7% | Q4 2025 |
 AMZN | $531K | 0.31% | 0.00% | +6.7% | Q4 2025 |
 BRK.B | $476K | 0.28% | Not reported | +5.5% | Q4 2025 |
 AMD | $462K | 0.27% | 0.00% | New | Q2 2026 |
 JPM | $452K | 0.26% | 0.00% | -3.3% | Q4 2025 |
 XOM | $395K | 0.23% | 0.00% | +1.6% | Q4 2025 |
 VCYT | $294K | 0.17% | 0.01% | Not reported | Q4 2025 |
 META | $278K | 0.16% | Not reported | +15.2% | Q4 2025 |
 MU | $277K | 0.16% | 0.00% | New | Q2 2026 |
 JNJ | $237K | 0.14% | 0.00% | Not reported | Q4 2025 |
| VYM | $221K | 0.13% | Not reported | Not reported | Q4 2025 |
 COST | $218K | 0.13% | 0.00% | +5.9% | Q4 2025 |
 RTX | $216K | 0.13% | 0.00% | +0.5% | Q4 2025 |
 LLY | $215K | 0.12% | 0.00% | New | Q2 2026 |
 MCD | $207K | 0.12% | 0.00% | -3.5% | Q4 2025 |
| Q1 2026 | |||||
| CALI | $4.5M | 2.90% | Not reported | +27.5% | Q4 2025 |
| AAPL | $2.97M | 1.91% | 0.00% | +120.3% | Q4 2025 |
| DFAX | $1.61M | 1.04% | Not reported | -5.5% | Q4 2025 |
| VOT | $941K | 0.61% | Not reported | -1.5% | Q4 2025 |
| FLXR | $914K | 0.59% | 0.01% | +3.9% | Q4 2025 |
| MSFT | $726K | 0.47% | 0.00% | +4.5% | Q4 2025 |
| SPY | $572K | 0.37% | Not reported | +44.5% | Q4 2025 |
| GOOGL | $570K | 0.37% | 0.00% | +0.1% | Q4 2025 |
| NVDA | $534K | 0.34% | 0.00% | +12.5% | Q4 2025 |
| AVGO | $492K | 0.32% | 0.00% | -4.6% | Q4 2025 |
| XOM | $483K | 0.31% | 0.00% | -3.6% | Q4 2025 |
| AMZN | $434K | 0.28% | 0.00% | +4.7% | Q4 2025 |
| BRK.B | $432K | 0.28% | Not reported | +0.2% | Q4 2025 |
| JPM | $420K | 0.27% | 0.00% | +1.8% | Q4 2025 |
| MCD | $247K | 0.16% | 0.00% | -2.1% | Q4 2025 |
| META | $245K | 0.16% | Not reported | +11.2% | Q4 2025 |
| JNJ | $229K | 0.15% | 0.00% | -9.9% | Q4 2025 |
| COST | $219K | 0.14% | 0.00% | -9.5% | Q4 2025 |
| RTX | $219K | 0.14% | 0.00% | +0.5% | Q4 2025 |
| VYM | $207K | 0.13% | Not reported | Not reported | Q4 2025 |
 NOC | $205K | 0.13% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| CALI | $3.53M | 2.51% | Not reported | New | Q4 2025 |
| DFAX | $1.64M | 1.17% | Not reported | New | Q4 2025 |
| AAPL | $1.44M | 1.02% | 0.00% | New | Q4 2025 |
| VOT | $1.04M | 0.74% | Not reported | New | Q4 2025 |
| MSFT | $908K | 0.64% | 0.00% | New | Q4 2025 |
| FLXR | $887K | 0.63% | 0.01% | New | Q4 2025 |
| GOOGL | $620K | 0.44% | 0.00% | New | Q4 2025 |
| AVGO | $576K | 0.41% | 0.00% | New | Q4 2025 |
| NVDA | $507K | 0.36% | 0.00% | New | Q4 2025 |
| AMZN | $460K | 0.33% | 0.00% | New | Q4 2025 |
| BRK.B | $452K | 0.32% | Not reported | New | Q4 2025 |
| JPM | $452K | 0.32% | 0.00% | New | Q4 2025 |
| SPY | $415K | 0.29% | Not reported | New | Q4 2025 |
| XOM | $355K | 0.25% | 0.00% | New | Q4 2025 |
| META | $254K | 0.18% | Not reported | New | Q4 2025 |
| VCYT | $253K | 0.18% | 0.01% | New | Q4 2025 |
| MCD | $248K | 0.18% | 0.00% | New | Q4 2025 |
| JNJ | $215K | 0.15% | 0.00% | New | Q4 2025 |
| COST | $210K | 0.15% | 0.00% | New | Q4 2025 |
| RTX | $207K | 0.15% | 0.00% | New | Q4 2025 |
| VYM | $201K | 0.14% | Not reported | New | Q4 2025 |
| DSU | $116K | 0.08% | Not reported | New | Q4 2025 |