DeLarme Wealth Management, Inc. has recently submitted its 13F-HR filing, detailing a total of $177.77 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and positions across various sectors.

DeLarme Wealth Management, Inc., incorporated in California, focuses on managing wealth for its clients. The firm operates under the Central Index Key (CIK) number 0002070361. Its recent filings include a series of 13F-HR forms, with the latest being submitted on October 30, 2026, and covering the reporting period ending September 30, 2026.

The filing states, "The total value of the reported assets is $177,771,022, with 71 positions held." This indicates a diversified investment approach, likely aimed at optimizing returns while managing risk for clients. The firm has been proactive in its reporting, having submitted previous 13F-HR filings in August and April of the same year.

This update may impact various stakeholders, including clients, potential investors, and competitors in the wealth management industry. By revealing its asset allocation and investment choices, DeLarme Wealth Management provides a benchmark for other firms in the sector, especially those focusing on technology and healthcare investments.

As for what’s next, the filing does not specify any upcoming actions or changes. However, it is expected that DeLarme will continue to monitor and adjust its investment strategies in response to market conditions and client needs.