Delap Wealth Advisory, LLC - Q12026 Holdings

Delap Wealth Advisory, LLC holds 86 stocks with a total portfolio value of $ 265.72M as of Q12026. In Q12026, Delap Wealth Advisory, LLC added 3 new positions, increased stakes in 23 stocks, reduced 30 holdings, and fully exited 13 positions. The largest holding is Ishares Tr (ITOT), representing 11.59% of the total portfolio.