Delta Wealth Advisors LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 145,594
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 48 | 145,594 | 13F-HR | Delta Wealth Advisors LLC |
| Q2 2026 | 7/14/2026 | 46 | 139,994 | 13F-HR | Delta Wealth Advisors LLC |
| Q1 2026 | 4/21/2026 | 46 | 131,414 | 13F-HR | Delta Wealth Advisors LLC |
| Q4 2025 | 1/28/2026 | 47 | 119,449 | 13F-HR | Delta Wealth Advisors LLC |
| Q3 2025 | 10/21/2025 | 46 | 127,793 | 13F-HR | Delta Wealth Advisors LLC |
| Q2 2025 | 10/10/2025 | 45 | 119,391 | 13F-HR | Delta Wealth Advisors LLC |
| Q1 2025 | 10/10/2025 | 40 | 110,187 | 13F-HR | Delta Wealth Advisors LLC |
| Q4 2024 | 10/10/2025 | 40 | 106,106 | 13F-HR | Delta Wealth Advisors LLC |
| Q3 2024 | 10/10/2025 | 40 | 104,409 | 13F-HR | Delta Wealth Advisors LLC |
| Q2 2024 | 10/10/2025 | 45 | 102,074 | 13F-HR | Delta Wealth Advisors LLC |
| Q1 2024 | 10/10/2025 | 47 | 96,832 | 13F-HR | Delta Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.88 K | 8.2% | 606 | 0 | 606 |
| ETFs | 92.97 K | 63.9% | 0 | 1.522 K | -1.522 K |
| Debt | 40.75 K | 28.0% | 6.516 K | 0 | 6.516 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
145,594
Holdings
48
QoQ value change ($000)
5,600
(4.0%)
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.