Delap Wealth Advisory, LLC Purchases and Sells in Q2 2025

Delap Wealth Advisory, LLC

$208 Billion
Q2 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	23.9K + 14.12%	$108.12 - $135.04 $2.58M - $3.22M	193K $26B
DISV	121K + 128.12%	$25.93 - $32.91 $3.13M - $3.97M	215K $7.07B
SPDW	80.7K + 97.81%	$32.66 - $40.75 $2.63M - $3.29M	163K $6.61B
VEA	29.6K + 13.05%	$45.65 - $57.01 $1.35M - $1.69M	257K $14.6B
VWO	33.7K + 78.8%	$39.89 - $49.46 $1.34M - $1.67M	76.5K $3.78B
EA SERIES TRUST	82.9K + 63.14%	N/A	214K $4.36B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTM	84K New	$60.34 - $74.89 $5.07M - $6.29M	84K $6.29B
DFSV	48.8K New	$24.21 - $29.47 $1.18M - $1.44M	48.8K $1.44B
AVEM	20.5K New	$53.08 - $68.54 $1.09M - $1.4M	20.5K $1.4B
IQLT	13.1K New	$35.9 - $43.76 $469K - $572K	13.1K $565M
DFAU	11.2K New	$34.04 - $42.36 $382K - $475K	11.2K $475M
USMV	4.82K New	$85.42 - $94.39 $411K - $455K	4.82K $452M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-15.7K - 89.08%	$172.42 - $223.89 $2.71M - $3.52M	1.93K $396M
AVDV	-30.6K - 19.16%	$61.76 - $79.32 $1.89M - $2.42M	129K $10.2B
AVUV	-11.2K - 30.95%	$75.17 - $91.21 $842K - $1.02M	25K $2.28B
LLY	-835 - 62.78%	$713.71 - $898.95 $596K - $751K	495 $386M
TSLA	-2.6K - 78.78%	$221.86 - $362.89 $576K - $943K	700 $222M
DIHP	-19.3K - 63.69%	$24.32 - $29.74 $470K - $575K	11K $325M

Activity Summary All Purchases 31 New Holdings 11 Increased Positions 20 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.