0001725547-23-000129.txt : 20230515
0001725547-23-000129.hdr.sgml : 20230515
20230515093616
ACCESSION NUMBER: 0001725547-23-000129
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230515
DATE AS OF CHANGE: 20230515
EFFECTIVENESS DATE: 20230515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Delap Wealth Advisory, LLC
CENTRAL INDEX KEY: 0001927705
IRS NUMBER: 811519589
STATE OF INCORPORATION: OR
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22928
FILM NUMBER: 23919095
BUSINESS ADDRESS:
STREET 1: 5885 MEADOWS ROAD
STREET 2: SUITE 200
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97035
BUSINESS PHONE: 503-697-4118
MAIL ADDRESS:
STREET 1: 5885 MEADOWS ROAD
STREET 2: SUITE 200
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97035
13F-HR
1
primary_doc.xml
X0202
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0001927705
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03-31-2023
03-31-2023
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DELAP WEALTH ADVISORY, LLC
5885 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR
97035
13F HOLDINGS REPORT
028-22928
000282312
801-118278
N
Lincoln Bach
Chief Compliance Officer
971-233-7601
Lincoln Bach
Lake Oswego
OR
05-15-2023
1
81
112026461
false
1
28-21711
000143319
801-67641
BUCKINGHAM STRATEGIC PARTNERS, LLC
INFORMATION TABLE
2
Form13fInfoTable.xml
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COM
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COM
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EA SERIES TRUST
EA BRIDGEWAY OMN
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ALPHABET INC
CAP STK CL C
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ALPHABET INC
CAP STK CL A
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AMAZON COM INC
COM
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INTL SMCP VLU
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APPLE INC
COM
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ATRICURE INC
COM
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AUTOZONE INC
COM
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COM
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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LILLY ELI & CO
COM
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LOCKHEED MARTIN CORP
COM
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MARATHON PETE CORP
COM
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MARSH & MCLENNAN COS INC
COM
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COM
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COM
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NIKE INC
CL B
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COM
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COM
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COM
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COM
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COM
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DEERE & CO
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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1-5 US TIP IDX
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PROCTER AND GAMBLE CO
COM
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RAYTHEON TECHNOLOGIES CORP
COM
75513E101
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PORTFOLIO DEVLPD
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COM
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TESLA INC
COM
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COM
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COM
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COM
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