Delap Wealth Advisory, LLC Portfolio Holdings
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
Delap Wealth Advisory, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 75 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 $23B, Ishares Core Msci Intl Develop with a value of $14.2B, Dimensional ETF Tr U S Core Eq with a value of $13.3B, Vanguard Ftse Developed Market with a value of $10.1B, and Vanguard Intermediate Term Tre with a value of $8.6B.
Examining the 13F form we can see an increase of $9.21B in the current position value, from $158B to 167B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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