DELAP WEALTH ADVISORY, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lake Oswego, OR
CIK
0001927705
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 63 158,163 ITOT, DFAC, IDEV, VEA 13F-HR 11/12/2024 000172554724006349
Q2 2024 119 217,290 DFAC, IDEV, ITOT, DFEM 13F-HR 8/13/2024 000172554724003927
Q1 2024 261 247,437 ITOT, DFAC, MSFT, IDEV 13F-HR 5/14/2024 000172554724002147
Q4 2023 95 220,858 ITOT, MSFT, VEA, IDEV 13F-HR 2/14/2024 000172554724000560
Q3 2023 54 103,458 DFAC, ITOT, IDEV, VEA RESTATEMENT 12/11/2023 000172554723002738
Q2 2023 50 101,976 VEA, DFAC, ITOT, DFIV 13F-HR 8/8/2023 000172554723000208
Q1 2023 58 97,532 DFAC, VEA, ITOT, IDEV RESTATEMENT 8/8/2023 000172554723000209
Q4 2022 66 95,643 DFAC, VEA, ITOT, BSV 13F-HR 2/13/2023 000172554723000062
Additional filings from Delap Wealth Advisory, LLC that have since been restated