Delap Wealth Advisory, LLC
Q2 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
78
- Value ($000)
$208,272
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001927705
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $26.05M | 13 % | 192,900 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $16.40M | 8 % | 215,655 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $14.64M | 7 % | 256,764 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $14.25M | 7 % | 397,638 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.11M | 5 % | 36,544 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $10.87M | 5 % | 181,686 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10.41M | 5 % | 350,705 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $10.22M | 5 % | 128,926 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $7.07M | 3 % | 214,677 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $6.61M | 3 % | 163,131 |
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