DELAP WEALTH ADVISORY, LLC

Q1 2023 13F Detailed Holdings

Location
Lake Oswego, OR
Holdings as of
3/31/2023
Value ($000)
$97,533
Num holdings
58
Date filed
8/8/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/13/2023
Next filing
8/8/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 BUCKINGHAM STRATEGIC PARTNERS, LLC 28-21711