Delap Wealth Advisory, LLC
Q3 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
83
- Value ($000)
$237,530
- Date Filed11/06/2025
- Form type13F-HR
- CIK0001927705
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $29.63M | 13 % | 202,695 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $19.91M | 8 % | 246,835 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $15.78M | 7 % | 408,142 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $14.92M | 6 % | 247,212 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.37M | 5 % | 37,576 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $12.18M | 5 % | 202,964 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $11.88M | 5 % | 133,528 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $11.8M | 5 % | 365,089 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $7.47M | 3 % | 208,591 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $7.02M | 3 % | 162,776 |
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