13F Insight
DOSSIER · 13F-HR · Q3 2026

Delap Wealth Advisory, LLC

$291M in tracked AUM across 80 positions as of Q3 2026.

DW
CIK 0001927705 · last filed Sep 30, 2026
Total AUM
$291M
as of Q3 2026
Holdings
80
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Delap Wealth Advisory, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$37M224K12.8%02
IDEV
ISHARES TR
$25M276K8.5%03
DFAC
DIMENSIONAL ETF TRUST
$17M392K6.0%04
VEA
VANGUARD TAX-MANAGED FDS
$16M224K5.5%05
DFEM
DIMENSIONAL ETF TRUST
$15M390K5.3%06
AVDV
AMERICAN CENTY ETF TR
$15M139K5.3%07
BOXX
EA SERIES TRUST
$14M119K4.9%08
VTI
VANGUARD INDEX FDS
$13M35K4.5%09
VGIT
VANGUARD SCOTTSDALE FDS
$13M231K4.5%10
DISV
DIMENSIONAL ETF TRUST
$9M199K3.0%

Filing history

2026Q3Sep 30
$291M▼ 1.8%
80 positionsView →2026Q2Jun 30
$296M▲ 11.4%
90 positionsView →2026Q1Mar 31
$266M▲ 2.6%
86 positionsView →2025Q4Dec 31
$259M▲ 9.1%
95 positionsView →2025Q3Sep 30
$238M▲ 14.0%
83 positionsLocked2025Q2Jun 30
$208M▲ 16.1%
78 positionsLocked2025Q1Mar 31
$179M▲ 7.2%
78 positionsLocked2024Q4Dec 31
$167M▲ 5.8%
75 positionsLocked2024Q3Sep 30
$158M▼ 27.2%
63 positionsLocked2024Q2Jun 30
$217M▼ 12.2%
119 positionsLocked2024Q1Mar 31
$247M▲ 12.0%
261 positionsLocked2023Q4Dec 31
$221M▲ 112.7%
95 positionsLocked
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