Notify me when Delap Wealth Advisory, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 83 | $237,529,964 | +$18,215,432 | -$3,265,980 | +$14,949,452 | ITOT, IDEV, DFAC, VEA, VTI | 13F-HR | 06 Nov 2025, 08:48 |
| Q2 2025 | 78 | $208,271,719 | +$32,147,299 | -$18,923,510 | +$13,223,789 | ITOT, IDEV, VEA, DFAC, VTI | 13F-HR | 28 Jul 2025, 12:41 |
| Q1 2025 | 78 | $179,373,487 | +$21,602,810 | -$8,784,977 | +$12,817,833 | ITOT, IDEV, DFAC, VEA, AVDV | 13F-HR | 08 May 2025, 09:28 |
| Q4 2024 | 75 | $167,374,968 | +$15,921,402 | -$2,557,670 | +$13,363,732 | ITOT, IDEV, DFAC, VEA, VGIT | 13F-HR | 04 Feb 2025, 09:04 |
| Q3 2024 | 63 | $158,163,319 | +$11,899,005 | -$82,904,007 | -$71,005,002 | ITOT, DFAC, IDEV, VEA, DFEM | 13F-HR | 12 Nov 2024, 16:05 |
| Q2 2024 | 119 | $217,290,372 | +$71,268,936 | -$102,144,229 | -$30,875,293 | DFAC, IDEV, ITOT, DFEM, DFAX | 13F-HR | 13 Aug 2024, 15:15 |
| Q1 2024 | 261 | $247,437,980 | +$89,491,651 | -$76,644,205 | +$12,847,446 | ITOT, DFAC, MSFT, IDEV, VEA | 13F-HR | 14 May 2024, 14:36 |
| Q4 2023 | 95 | $220,858,699 | +$115,264,711 | -$6,723,030 | +$108,541,681 | ITOT, MSFT, VEA, IDEV, DFAC | 13F-HR | 14 Feb 2024, 17:59 |
| Q3 2023 | 54 | $103,458,745 | +$10,870,958 | -$6,313,136 | +$4,557,822 | DFAC, ITOT, IDEV, VEA, DFIV | Restatement | 11 Dec 2023, 16:09 |
| Q2 2023 | 50 | $101,976,378 | +$13,690,638 | -$12,812,036 | +$878,602 | VEA, DFAC, ITOT, DFIV, DFAX | 13F-HR | 08 Aug 2023, 13:59 |
| Q1 2023 | 58 | $97,532,509 | +$6,892,483 | -$10,002,675 | -$3,110,192 | DFAC, VEA, ITOT, IDEV, DFAX | Restatement | 08 Aug 2023, 14:00 |
| Q4 2022 | 66 | $95,643,541 | $0 | $0 | $0 | DFAC, VEA, ITOT, BSV, DFAX | 13F-HR | 13 Feb 2023, 15:27 |