Delta Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
47
- Value ($000)
$119,449
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $12.71M | 11 % | 20,267 | ||
ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $11.27M | 9 % | 492,638 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $9.51M | 8 % | 214,070 | ||
ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $7.79M | 7 % | 346,594 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $5.93M | 5 % | 143,408 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $5.84M | 5 % | 124,787 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $5.72M | 5 % | 86,689 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.45M | 5 % | 28,473 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 ENHNCD | 46138E396 | $5.13M | 4 % | 89,844 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $4.31M | 4 % | 36,122 |
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