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Delap Wealth Advisory, LLC
Delap Wealth Advisory, LLC is an Oregon-based SEC-registered investment adviser founded in 2016. Affiliated with Delap LLP, an accounting firm, DWA provides integrated wealth management, investment advisory, and financial planning services. The firm serves primarily high net worth individuals and select corporations, focusing on evidence-based investment management and fiduciary service. The team comprises approximately 9 employees. Delap Wealth Advisory aims to deliver financial clarity, combining experts in tax, accounting, and business advisory strategies under one roof to minimize client stress and complexity.
Investment Strategy
Delap Wealth Advisory follows an evidence-based, fiduciary investment management approach using institutional-quality research and peer-reviewed financial science. Their process integrates tax-efficient portfolio management, coordinated cross-disciplinary planning, and holistic advisory tailored to individual balance sheets. The firm does not sell insurance or securities products, thereby minimizing conflicts of interest, and delivers long-term investment strategies aligned with client values, delivering clarity and simplicity across clients' financial lives.
Latest 13F Filing Activity
Delap Wealth Advisory, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $208M. The fund increased holdings in SPDR Series Trust, Ishares TR, Dimensional Etf Trust among other positions. Delap Wealth Advisory, LLC reduced exposure to Apple Inc., Johnson & Johnson, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 12.51% | $26.0M | 192,900 | $105.55 | $135.04 | +$5.4M |
I IDEV | ISHARES TR | 7.87% | $16.4M | 215,655 | $63.36 | $76.04 | +$312.9K |
V VEA | VANGUARD TAX-MANAGED FDS | 7.03% | $14.6M | 256,764 | $47.71 | $57.01 | +$3.1M |
D DFAC | DIMENSIONAL ETF TRUST | 6.84% | $14.3M | 397,638 | $28.47 | $35.84 | +$1.4M |
V VTI | VANGUARD INDEX FDS | 5.33% | $11.1M | 36,544 | $270.12 | $303.93 | +$1.0M |
Industry Allocation
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