Delap Wealth Advisory, LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Lincoln Bach - Chief Compliance Officer
Location
Lake Oswego, OR
Holdings as of
December 31, 2022
Value $
$95.6M
Num holdings
66
Date filed
2/13/2023, 03:27 PM
Description
All US holdings of this investor are reported in this report.
Next filing
Q1 2023 - Aug 8, 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jared Siegel Chief Compliance Officer Lake Oswego, Oregon 2/13/2023

Other Included Managers (1):

Num Name File Number
1 BUCKINGHAM STRATEGIC PARTNERS, LLC 028-21711