Delap Wealth Advisory, LLC Incresed Positions in Q3 2025

Delap Wealth Advisory, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
15.7K
+ 815.04%
$202.38 - $256.87 $3.18M - $4.04M
17.6K $4.51B
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.8K
+ 5.08%
$135.0 - $146.02 $1.32M - $1.43M
203K $29.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
31.2K
+ 14.46%
$74.68 - $80.26 $2.33M - $2.5M
247K $19.9B
AVDV
American Centy ETF Tr Avantis

ETFs
4.6K
+ 3.57%
$79.24 - $89.03 $365K - $410K
134K $11.9B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.5K
+ 2.64%
$36.04 - $38.78 $379K - $407K
408K $15.8B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.4K
+ 4.1%
$29.55 - $32.52 $425K - $468K
365K $11.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
21.3K
+ 11.71%
$58.97 - $60.36 $1.25M - $1.28M
203K $12.2B
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 2.82%
$303.93 - $329.86 $314K - $340K
37.6K $12.4B
Ea Series Trust
30.3K
+ 14.16%
N/A
244K $5.55B
IEMG
Ishares Inc

ETFs
9.64K
+ 17.07%
N/A
66.1K $4.39B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
17K
+ 28.76%
$49.78 - $50.75 $846K - $863K
76.1K $3.81B
AMZN
Amazon Com Inc

Consumer Cyclical
2.14K
+ 56.64%
$211.65 - $238.24 $453K - $510K
5.92K $1.31B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
675
+ 134.19%
$567.09 - $607.37 $383K - $410K
1.18K $704M
NVDA
Nvidia Corp

Technology
140
+ 1.88%
$153.3 - $186.58 $21.5K - $26.1K
7.6K $1.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
243
+ 16.74%
$546.99 - $602.2 $133K - $146K
1.7K $1.02B
VB
Vanguard Small Cap ETF

ETFs
397
+ 29.58%
$237.58 - $259.17 $94.3K - $103K
1.74K $443M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.22K
+ 26.13%
$67.01 - $72.84 $81.6K - $88.6K
5.88K $427M
WMT
Walmart Inc.

Consumer Defensive
106
+ 0.7%
$94.4 - $104.27 $10K - $11.1K
15.3K $1.56B
Dimensional ETF Trust
2.17K
+ 10.98%
N/A
21.9K $601M
META
Meta Platforms, Inc.

Communication Services
114
+ 17.95%
$695.21 - $791.73 $79.3K - $90.3K
749 $537M
WFC
Wells Fargo & Company

Financial Services
650
+ 3.75%
$77.05 - $85.16 $50.1K - $55.4K
18K $1.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 21.3%
$459.11 - $506.91 $48.2K - $53.2K
598 $298M
VTV
Vanguard Value ETF

ETFs
19
+ 1.06%
$175.51 - $186.57 $3.33K - $3.54K
1.8K $337M
DFSB
Dimensional ETF Tr Dimensional
2
+ 0.02%
N/A
8.14K $434M
V
Visa Inc.

Financial Services
25
+ 3.21%
$332.09 - $358.86 $8.3K - $8.97K
805 $280M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.77%
$915.95 - $994.57 $8.24K - $8.95K
1.17K $1.08B
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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