Delta Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
46
- Value ($000)
$127,793
- Date Filed10/21/2025
- Form type13F-HR
- CIK0001970701
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $16.96 M | 13 % | 726,014 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.57 M | 13 % | 27,059 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $11.07 M | 9 % | 482,462 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $10.03 M | 8 % | 128,012 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $7.05 M | 6 % | 164,661 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.79 M | 5 % | 30,506 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $5.71 M | 5 % | 87,438 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $5.64 M | 4 % | 120,590 | ||
SPVU INVESCO EXCH TRADED FD TR II | S&P 500 ENHNCD | 46138E396 | $5.25 M | 4 % | 95,714 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $5.01 M | 4 % | 41,412 |
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