Delap Wealth Advisory, LLC Portfolio Holdings

Delap Wealth Advisory, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 63 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 $22.5B, Dimensional ETF Tr U S Core Eq with a value of $13.8B, Ishares Core Msci Intl Develop with a value of $13.4B, Vanguard Ftse Developed Market with a value of $11.5B, and Dimensional ETF Tr Emerging Mk with a value of $8.11B.

Examining the 13F form we can see an decrease of $59.1B in the current position value, from $217B to 158B.

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.