Delta Wealth Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationindianapolis, IN
- CIK0001970701
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
46 | $127.79 M | IBTF, VOO, IBTG, KRE | 13F-HR | Oct 21, 2025 | 000208585325000120 | ||
45 | $119.39 M | IBTF, VOO, IBTG, KRE | 13F-HR | Oct 10, 2025 | 000208585325000065 | ||
40 | $110.19 M | VOO, IBTF, IBTG, KRE | 13F-HR | Oct 10, 2025 | 000208585325000064 | ||
40 | $106.11 M | VOO, IBTF, IBTG, KRE | 13F-HR | Oct 10, 2025 | 000208585325000063 | ||
40 | $104.41 M | IBTE, VOO, IBTF, IJH | 13F-HR | Oct 10, 2025 | 000208585325000062 | ||
45 | $102.07 M | IBTE, VOO, IBTF, EUSA | 13F-HR | Oct 10, 2025 | 000208585325000061 | ||
47 | $96.83 M | IBTE, VOO, EUSA, IJH | 13F-HR | Oct 10, 2025 | 000208585325000060 |