Delap Wealth Advisory, LLC Portfolio Holdings

Delap Wealth Advisory, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $29.6B, Ishares Core Msci Intl Develop with a value of $19.9B, Dimensional ETF Tr U S Core Eq with a value of $15.8B, Vanguard Ftse Developed Market with a value of $14.9B, and Vanguard Total Stock Market Et with a value of $12.4B.

Examining the 13F form we can see an increase of $29.3B in the current position value, from $208B to 238B.

Delap Wealth Advisory, LLC is based out at Lake Oswego, OR

Below you can find more details about Delap Wealth Advisory, LLC portfolio as well as his latest detailed transactions.