Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DELAP WEALTH ADVISORY, LLC (CIK 1927705) reported $265.7M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($30.8M, 11.59%), IDEV ($22.3M, 8.41%), DFAC ($15.7M, 5.90%), VGIT ($15.2M, 5.74%), VEA ($14.8M, 5.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $30.8M | 11.59% | 216,296 | Added |
| 2 | IDEV | ISHARES TR | $22.3M | 8.41% | 267,257 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $15.7M | 5.90% | 403,552 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $15.2M | 5.74% | 256,069 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $14.8M | 5.59% | 231,609 | Trimmed |
| 6 | AVDV | AMERICAN CENTY ETF TR | $14.0M | 5.28% | 140,608 | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $13.7M | 5.15% | 396,178 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $12.0M | 4.51% | 37,380 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $7.9M | 2.96% | 199,108 | Trimmed |
| 10 | BOXX | EA SERIES TRUST | $7.7M | 2.90% | 66,219 | New |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $7.2M | 2.69% | 149,518 | Added |
| 12 | SPDW | SPDR INDEX SHS FDS | $7.1M | 2.67% | 155,186 | Trimmed |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $7.1M | 2.65% | 207,624 | Trimmed |
| 14 | BSVO | EA SERIES TRUST | $6.8M | 2.56% | 268,258 | Added |
| 15 | SPTM | SPDR SERIES TRUST | $6.4M | 2.42% | 81,364 | Trimmed |
| 16 | AAPL | APPLE INC | $5.6M | 2.10% | 22,027 | Trimmed |
| 17 | VTIP | VANGUARD MALVERN FDS | $5.0M | 1.87% | 99,691 | Added |
| 18 | IEMG | ISHARES INC | $4.3M | 1.63% | 61,948 | Trimmed |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $3.5M | 1.33% | 66,885 | Hold |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.28% | 62,973 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $3.2M | 1.19% | 8,551 | Trimmed |
| 22 | WMT | WALMART INC | $3.1M | 1.17% | 24,994 | Added |
| 23 | AVUV | AMERICAN CENTY ETF TR | $2.8M | 1.06% | 25,616 | Added |
| 24 | DFAT | DIMENSIONAL ETF TRUST | $2.7M | 1.00% | 42,592 | Trimmed |
| 25 | IEI | ISHARES TR | $2.4M | 0.90% | 20,081 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31