De Larme Wealth Management, Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $19.3B, Dimensional ETF Tr with a value of $14.8B, Dimensional ETF Tr Core Fxd In with a value of $8.72B, Ishares Core S&P 500 ETF with a value of $8.37B, and Dimensional ETF Tr with a value of $6.69B.

Examining the 13F form we can see an increase of $141B in the current position value.

De Larme Wealth Management, Inc. is based out at Palos Verdes Estates, CA

Below you can find more details about De Larme Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $116 Billion
Technology: $3.43 Billion
Financial Services: $1.02 Billion
Communication Services: $874 Million
Consumer Cyclical: $708 Million
Healthcare: $467 Million
Energy: $355 Million
Consumer Defensive: $210 Million
Other: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $141 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 62 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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