Delap Wealth Advisory, LLC - Q42025 Holdings

Delap Wealth Advisory, LLC holds 96 stocks with a total portfolio value of $ 284.24M as of Q42025. In Q42025, Delap Wealth Advisory, LLC added 14 new positions, increased stakes in 34 stocks, reduced 25 holdings, and fully exited 1 position. The largest holding is Ishares Tr (ITOT), representing 11.00% of the total portfolio.