DeLarme Wealth Management, Inc. reported 22 positions worth $12.52M for the quarter ended Sep 30, 2026, up 21.9% on the prior quarter. It opened 5 new positions, added to 11, trimmed 5 and exited 1. Its largest holding is Apple Inc. at 32.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | +463 | – | $375.40K | 3% |
| ABBV AbbVie Inc. | +1,031 | – | $269.70K | 2.15% |
| V Visa Inc. | +665 | – | $238.95K | 1.91% |
| KO Coca Cola Co | +2,480 | – | $213.48K | 1.71% |
| PG PROCTER & GAMBLE Co | +1,469 | – | $213.42K | 1.71% |
| AAPL Apple Inc. | +312 | +2.6% | $103.90K | 32.31% |
| BRK-B Berkshire Hathaway Inc | +205 | +21.5% | $102.08K | 4.6% |
| MU Micron Technology Inc | +70 | +29.2% | $74.57K | 2.64% |
| MSFT Microsoft Corp | +144 | +7.3% | $73.86K | 8.65% |
| JNJ Johnson & Johnson | +79 | +8.4% | $20.91K | 2.14% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MCD Mcdonalds Corp | -766 | -100.0% | $207.06K | Exited |
| META Meta Platforms, Inc. | -112 | -22.7% | $81.22K | 2.21% |
| AMZN Amazon Com Inc | -250 | -11.2% | $62.29K | 3.93% |
| NVDA Nvidia Corp | -113 | -3.9% | $25.81K | 5.06% |
| VCYT Veracyte, Inc. | -280 | -5.6% | $12.89K | 1.74% |
| XOM ExxonMobil Holdings Corp | -68 | -2.4% | $11.07K | 3.67% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MCD Mcdonalds Corp | -766 | $207.06K | 2.02% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 12.1K | $4.04M | 32.31% | +312 | +2.6% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 2,111 | $1.08M | 8.65% | +144 | +7.3% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 1,939 | $667.17K | 5.33% | +4 | +0.2% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 2,772 | $633.07K | 5.06% | -113 | -3.9% | Reduced | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,157 | $576.13K | 4.6% | +205 | +21.5% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 1,567 | $550.32K | 4.4% | +31 | +2.0% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 1,976 | $492.32K | 3.93% | -250 | -11.2% | Reduced | 0% |
| 8 | AMD Advanced Micro Devices Inc | Technology | 795 | $486.35K | 3.89% | 0 | 0.0% | Unchanged | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 1,396 | $461.84K | 3.69% | +14 | +1.0% | Added | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 2,822 | $459.28K | 3.67% | -68 | -2.4% | Reduced | 0% |
| 11 | CAT Caterpillar Inc | Industrials | 463 | $375.40K | 3% | +463 | – | New | 0% |
| 12 | MU Micron Technology Inc | Technology | 310 | $330.24K | 2.64% | +70 | +29.2% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 381 | $276.29K | 2.21% | -112 | -22.7% | Reduced | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 1,031 | $269.70K | 2.15% | +1,031 | – | New | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 1,014 | $268.45K | 2.14% | +79 | +8.4% | Added | 0% |
Tip. Select a row to see that position’s full history at DeLarme Wealth Management.
As of its Q3 2026 13F filing, DeLarme Wealth Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 32.3%, Microsoft Corp (MSFT) at 8.7%, Alphabet Inc. (GOOGL) at 5.3%, Nvidia Corp (NVDA) at 5.1%, Berkshire Hathaway Inc (BRK-B) at 4.6% of the reported portfolio.
DeLarme Wealth Management, Inc. reported a 13F portfolio worth $12.52M across 22 positions for Q3 2026. That is up 21.9% from the previous quarter.
Its largest purchases by value were Caterpillar Inc ($375.40K), AbbVie Inc. ($269.70K), Visa Inc. ($238.95K). It opened 5 new positions.
Its largest sales by value were Mcdonalds Corp ($207.06K), Meta Platforms, Inc. ($81.22K), Amazon Com Inc ($62.29K). It exited 1 positions entirely.
From the Form 13F-HR reports DeLarme Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.