Delta Wealth Advisors LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2025 Ter with a value of $17B, Vanguard Index Fds S&P 500 ETF with a value of $16.6B, Ishares Tr Ibonds Dec 2026 Ter with a value of $11.1B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.05B.
Examining the 13F form we can see an increase of $8.4B in the current position value, from $119B to 128B.
Delta Wealth Advisors LLC is based out at Indianapolis, IN
Below you can find more details about Delta Wealth Advisors LLC portfolio as well as his latest detailed transactions.
