test

Aryn Sands

Delarme Wealth Management, Inc.

Assets Managed
$155.263M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
10.27%(2Q avg: 5.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Delarme Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Delarme Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.263M in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 5.14%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 1.52%
12.96%
$20.109M
102,494 shares@ $196.2 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 3.08%
10.06%
$15.615M
400,792 shares@ $38.96 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 26.84%
7.07%
$10.97M
259,828 shares@ $42.22 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.97%
5.35%
$8.297M
12,701 shares@ $653.23 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 5.94%
4.75%
$7.37M
217,654 shares@ $33.86 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 2.96%
4.29%
$6.652M
133,611 shares@ $49.79 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 105.84%
4.25%
$6.587M
65,440 shares@ $100.67 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -7.65%
4.1%
$6.364M
57,608 shares@ $110.47 avg price
MEAR
Ishrs Short Mmba Etf Usd Inc
Recent Activity
Increased 5.51%
4.05%
$6.283M
124,805 shares@ $50.34 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.1%
3.79%
$5.884M
111,474 shares@ $52.78 avg price

1-10 of 63