Delta Wealth Advisors LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 119,449
- 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 |
|---|---|---|---|---|---|
| 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 | 61.84 K | 51.8% | 0 | 5.521 K | -5.521 K |
| ETFs | 26.22 K | 22.0% | 0 | 4.254 K | -4.254 K |
| Debt | 31.05 K | 26.0% | 1.468 K | 0 | 1.468 K |
| Other | 332 | 0.3% | 0 | 38 | -38 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
119,449
Holdings
47
QoQ value change ($000)
-8,344
(-6.5%)
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.