13F Insight
DOSSIER · 13F-HR · Q2 2026

Delap Wealth Advisory, LLC

$296M in tracked AUM across 90 positions as of Q2 2026.

DW
CIK 0001927705 · last filed Jun 30, 2026
Total AUM
$296M
as of Q2 2026
Holdings
90
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Delap Wealth Advisory, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$37M224K12.5%02
IDEV
ISHARES TR
$24M274K8.3%03
DFAC
DIMENSIONAL ETF TRUST
$18M400K6.0%04
DFEM
DIMENSIONAL ETF TRUST
$16M400K5.5%05
VEA
VANGUARD TAX-MANAGED FDS
$16M227K5.5%06
VGIT
VANGUARD SCOTTSDALE FDS
$16M267K5.3%07
AVDV
AMERICAN CENTY ETF TR
$15M148K5.2%08
VTI
VANGUARD INDEX FDS
$13M36K4.6%09
BOXX
EA SERIES TRUST
$9M76K3.0%10
BSVO
EA SERIES TRUST
$8M273K2.7%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$104M▲ 1.8%
55 positionsLocked
Showing 12 of 15