Delos Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationdallas, TX
- Num holdings
265
- Value ($000)
$128,409
- Date Filed08/19/2025
- Form type13F-HR
- CIK0001878326
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 | $11.15 M | 9 % | 112,105 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.83 M | 5 % | 13,739 | ||
FXU FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 33734X184 | $5.92 M | 5 % | 139,692 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.47 M | 4 % | 17,949 | ||
TAXX BONDBLOXX ETF TRUST | IR M TAXAWARE | 09789C721 | $5.45 M | 4 % | 106,692 | ||
AAPL APPLE INC | COM | 037833100 | $5.27 M | 4 % | 25,686 | ||
WMT WALMART INC | COM | 931142103 | $4.76 M | 4 % | 48,649 | ||
AEM AGNICO EAGLE MINES LTD | COM | 008474108 | $4.71 M | 4 % | 39,602 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $3.96 M | 3 % | 65,880 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $3.92 M | 3 % | 21,425 |
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