Delap Wealth Advisory, LLC Reduced Holdings in Q3 2025

Delap Wealth Advisory, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.22K
- 12.77%
$196.15 - $217.83 $240K - $266K
8.35K $1.68B
SPY
Spdr S&P 500 ETF Trust

ETFs
-628
- 42.09%
$617.65 - $666.84 $388K - $419K
864 $578M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.83K
- 8.18%
$117.65 - $120.08 $215K - $220K
20.6K $2.46B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.05K
- 8.69%
$78.11 - $79.07 $160K - $162K
21.6K $1.7B
MSFT
Microsoft Corp

Technology
-609
- 6.82%
$491.09 - $535.64 $299K - $326K
8.33K $4.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-191
- 14.33%
$567.77 - $614.76 $108K - $117K
1.14K $702M
ET
Energy Transfer LP

Energy
-1.48K
- 10.25%
$17.11 - $18.16 $25.3K - $26.9K
12.9K $220M
KR
Kroger CO

Consumer Defensive
-131
- 2.47%
$64.52 - $74.35 $8.45K - $9.74K
5.17K $344M
EFV
Msci Eafe Value ETF

ETFs
-548
- 7.49%
$62.79 - $68.42 $34.4K - $37.5K
6.77K $462M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-754
- 3.24%
$26.38 - $27.95 $19.9K - $21.1K
22.5K $621M
XLK
Technology Sector Spdr

ETFs
-27
- 1.9%
$250.97 - $282.66 $6.78K - $7.63K
1.4K $397M
EEM
Ishares Msci Emerging Markets

ETFs
-98
- 0.82%
$48.07 - $53.4 $4.71K - $5.23K
11.8K $637M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.12K
- 1.89%
$30.76 - $33.01 $34.6K - $37.1K
58.3K $1.92B
DFIV
Dimensional ETF Tr

ETFs
-3.6K
- 5.11%
$42.66 - $46.53 $154K - $168K
66.9K $3.1B
GOOGL
Alphabet Inc.

Communication Services
-18
- 0.74%
$174.36 - $254.72 $3.14K - $4.58K
2.42K $594M
DFAT
Dimensional ETF Tr U S Target

ETFs
-168
- 0.36%
$53.36 - $59.69 $8.96K - $10K
46.2K $2.7B
AVUV
American Centy ETF Tr Avantis

ETFs
-108
- 0.43%
$90.37 - $102.12 $9.76K - $11K
24.9K $2.49B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.13K
- 2.78%
$49.43 - $54.52 $105K - $116K
74.4K $4.05B
VEA
Vanguard Ftse Developed Market

ETFs
-9.55K
- 3.72%
$56.02 - $60.3 $535K - $576K
247K $14.9B
DISV
Dimensional ETF Tr Dimensional

ETFs
-6.09K
- 2.83%
$32.78 - $35.79 $199K - $218K
209K $7.47B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-355
- 0.22%
$39.8 - $42.86 $14.1K - $15.2K
163K $7.02B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-589
- 0.7%
$74.93 - $80.73 $44.1K - $47.5K
83.4K $6.75B
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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