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Portfolio (Quarterly) Guide ↗

Delos Wealth Advisors, LLC

· CIK 0001878326
13F Portfolio $175M AUM 260 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 55 Added 46 Reduced 68 Exited
Page 11 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AXTI AXT INC Technology 100.0 $6K 0.00% NEW $56.98 +132.7%
202 BBJP J P MORGAN EXCHANGE TRADED F 80.0 $6K 0.00% -126.0 -61.2% $68.91 +9.5%
203 KD KYNDRYL HLDGS INC Technology 420.0 $6K 0.00% $13.12 -8.3%
204 APLD APPLIED DIGITAL CORP Technology 232.0 $6K 0.00% $23.74 +90.1%
205 GD GENERAL DYNAMICS CORP Industrials 16.0 $5K 0.00% $343.25 +0.4%
206 HYCROFT MINING HOLDING CORP 150.0 $5K 0.00% NEW $35.20
207 ASTS AST SPACEMOBILE INC Technology 59.0 $5K 0.00% NEW $82.88 +44.4%
208 DECK DECKERS OUTDOOR CORP Consumer Cyclical 47.0 $5K 0.00% NEW $100.11 +11.3%
209 HBM HUDBAY MINERALS INC Basic Materials 221.0 $5K 0.00% NEW $20.90 +27.0%
210 ITW ILLINOIS TOOL WKS INC Industrials 17.0 $4K 0.00% $260.29 -3.8%
211 AAL AMERICAN AIRLINES GROUP INC Industrials 411.0 $4K 0.00% $10.74 +38.2%
212 RDW REDWIRE CORPORATION Industrials 511.0 $4K 0.00% $8.50 +159.3%
213 EAT BRINKER INTL INC Consumer Cyclical 30.0 $4K 0.00% NEW $142.80 -2.2%
214 COPX GLOBAL X FDS 56.0 $4K 0.00% $76.36 +14.6%
215 ARKQ ARK ETF TR 38.0 $4K 0.00% NEW $112.47 +24.2%
216 SPGI S&P GLOBAL INC Financial Services 10.0 $4K 0.00% $425.40 -3.0%
217 PLTR PALANTIR TECHNOLOGIES INC Technology 29.0 $4K 0.00% -71.0 -71.0% $146.31 -6.6%
218 NNE NANO NUCLEAR ENERGY INC Industrials 200.0 $4K 0.00% $20.48 +41.9%
219 SCHD SCHWAB STRATEGIC TR 133.0 $4K 0.00% NEW $30.71 +6.4%
220 ONDS ONDAS INC Technology 438.0 $4K 0.00% NEW $9.04 +8.1%
Page 11 of 13  ·  260 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Financial Services 16.4%
Basic Materials 14.3%
Consumer Defensive 13.3%
Utilities 9.5%
Communication Services 6.4%
Consumer Cyclical 5.0%
Energy 4.9%
Industrials 1.6%
Healthcare 1.5%