Delos Wealth Advisors, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 195,029
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 304 | 195,029 | 13F-HR | Delos Wealth Advisors, LLC |
| 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):
427
(0.2% of total reported value)
· QoQ Δ:
+362
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.95 K | 38.5% | 7.271 K | 0 | 7.271 K |
| ETFs | 119.6 K | 61.5% | 12.67 K | 0 | 12.67 K |
| Debt | 6 | 0.0% | 6 | 0 | 6 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
195,029
Holdings
304
QoQ value change ($000)
20,305
(11.6%)
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.