Delos Wealth Advisors, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 174,724
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 260 | 174,724 | 13F-HR | Delos Wealth Advisors, LLC |
| Q4 2025 | 2/17/2026 | 262 | 151,634 | 13F-HR | Delos Wealth Advisors, LLC |
| Q3 2025 | 11/14/2025 | 290 | 148,441 | 13F-HR | Delos Wealth Advisors, LLC |
| Q2 2025 | 8/19/2025 | 265 | 128,409 | 13F-HR | Delos Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
65
(0.0% of total reported value)
· QoQ Δ:
-106
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.68 K | 38.8% | 0 | 63.34 K | -63.34 K |
| ETFs | 107 K | 61.2% | 86.58 K | 0 | 86.58 K |
| Debt | 0 | 0.0% | 0 | 43 | -43 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
174,724
Holdings
260
QoQ value change ($000)
23,090
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.