Delap Wealth Advisory, LLC Reduced Holdings in Q2 2025

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-15.7K
- 89.08%
$172.42 - $223.89 $2.71M - $3.52M
1.93K $396M
AVDV
American Centy ETF Tr Avantis

ETFs
-30.6K
- 19.16%
$61.76 - $79.32 $1.89M - $2.42M
129K $10.2B
AVUV
American Centy ETF Tr Avantis

ETFs
-11.2K
- 30.95%
$75.17 - $91.21 $842K - $1.02M
25K $2.28B
LLY
Eli Lilly & CO

Healthcare
-835
- 62.78%
$713.71 - $898.95 $596K - $751K
495 $386M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.6K
- 78.78%
$221.86 - $362.89 $576K - $943K
700 $222M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-19.3K
- 63.69%
$24.32 - $29.74 $470K - $575K
11K $325M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.03K
- 20.31%
$77.74 - $78.78 $468K - $475K
23.6K $1.86B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.09K
- 35.56%
$167.32 - $223.3 $349K - $466K
3.78K $829M
IEMG
Ishares Inc

ETFs
-10.9K
- 16.23%
N/A
56.5K $3.39B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3
- 0.03%
$212.1 - $244.27 $636 - $733
9.57K $2.09B
IVV
Ishares Core S&P 500 ETF

ETFs
-669
- 19.15%
$498.8 - $620.9 $334K - $415K
2.82K $1.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-353
- 20.94%
$456.74 - $568.03 $161K - $201K
1.33K $757M
VB
Vanguard Small Cap ETF

ETFs
-548
- 28.99%
$193.73 - $237.37 $106K - $130K
1.34K $318M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-102
- 17.14%
$483.48 - $539.8 $49.3K - $55.1K
493 $239M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-424
- 1.86%
$116.93 - $119.39 $49.6K - $50.6K
22.4K $2.67B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-843
- 4.77%
$36.25 - $42.28 $30.6K - $35.6K
16.8K $711M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-815
- 9.7%
$29.36 - $35.56 $23.9K - $29K
7.59K $270M
DFSB
Dimensional ETF Tr Dimensional
-97
- 1.18%
N/A
8.14K $427M
EFV
Msci Eafe Value ETF

ETFs
-20
- 0.27%
$52.4 - $64.65 $1.05K - $1.29K
7.32K $464M
GOOGL
Alphabet Inc.

Communication Services
-96
- 3.78%
$144.7 - $178.6 $13.9K - $17.1K
2.44K $430M
META
Meta Platforms, Inc.

Communication Services
-110
- 14.77%
$484.66 - $738.09 $53.3K - $81.2K
635 $469M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.6%
$908.13 - $1056.85 $6.36K - $7.4K
1.16K $1.15B
EEM
Ishares Msci Emerging Markets

ETFs
-178
- 1.47%
$38.52 - $48.28 $6.86K - $8.59K
11.9K $576M
WFC
Wells Fargo & Company

Financial Services
-825
- 4.54%
$60.98 - $80.12 $50.3K - $66.1K
17.3K $1.39B
WMT
Walmart Inc.

Consumer Defensive
-244
- 1.58%
$81.79 - $99.98 $20K - $24.4K
15.2K $1.48B
DFIV
Dimensional ETF Tr

ETFs
-756
- 1.06%
$34.67 - $43.21 $26.2K - $32.7K
70.5K $3.02B
IDEV
Ishares Core Msci Intl Develop

ETFs
-17.8K
- 7.64%
$61.79 - $76.67 $1.1M - $1.37M
216K $16.4B
NVDA
Nvidia Corp

Technology
-105
- 1.39%
$94.31 - $157.99 $9.9K - $16.6K
7.46K $1.18B
DFAX
Dimensional ETF Tr
-11.1K
- 4.9%
$23.37 - $29.39 $259K - $326K
215K $6.32B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-12.7K
- 3.5%
$23.4 - $29.68 $298K - $377K
351K $10.4B
VTI
Vanguard Total Stock Market Et

ETFs
-145
- 0.4%
$243.75 - $303.93 $35.3K - $44.1K
36.5K $11.1B
MSFT
Microsoft Corp

Technology
-51
- 0.57%
$354.56 - $497.45 $18.1K - $25.4K
8.94K $4.44B
Activity Summary
Buys All Purchases 31 New Holdings 11 Increased Positions 20 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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