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Portfolio (Quarterly) Guide ↗

Delta Wealth Advisors LLC

· CIK 0001970701
13F Portfolio $140M AUM 46 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 19 Added 18 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISHARES TR 583,557.0 $13.4M 9.54% -32K -5.3% $22.89
2 VOO VANGUARD INDEX FDS 18,509.0 $12.7M 9.08% -1K -6.5% $686.81 +3.0%
3 IJH ISHARES TR 77,466.0 $6.0M 4.27% -6K -7.2% $77.11 -1.8%
4 RSP INVESCO EXCHANGE TRADED FD T 27,638.0 $5.9M 4.20% -1K -3.8% $212.77 +3.7%
5 SPMO INVESCO EXCH TRADED FD TR II 31,225.0 $5.0M 3.60% -3K -10.0% $161.54 -9.1%
6 IJR ISHARES TR 28,612.0 $4.2M 3.03% -1K -4.8% $148.31 -1.8%
7 IVV ISHARES TR 4,229.0 $3.2M 2.26% -566.0 -11.8% $748.89 +3.2%
8 QUAL ISHARES TR 12,094.0 $2.7M 1.90% -2K -14.6% $219.43 +1.9%
9 LLY ELI LILLY & CO Healthcare 935.0 $1.1M 0.80% -4K -80.3% $1199.43 -2.2%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,286.0 $960K 0.69% -265.0 -17.1% $746.77 +3.0%
11 EUSA ISHARES INC 7,800.0 $891K 0.64% -112.0 -1.4% $114.19 +3.2%
12 AMZN AMAZON COM INC Consumer Cyclical 1,573.0 $375K 0.27% -188.0 -10.7% $238.34 +11.8%
13 MBB ISHARES TR 3,822.0 $361K 0.26% -2K -31.0% $94.52 -1.4%
14 IEFA ISHARES TR 3,628.0 $350K 0.25% -1K -25.9% $96.58 +4.0%
15 QVMT INVESCO EXCH TRADED FD TR II 4,781.0 $334K 0.24% -3K -41.1% $69.89 -6.7%
16 IEMG ISHARES INC 3,932.0 $326K 0.23% -978.0 -19.9% $82.84 -1.2%
17 BAB INVESCO EXCH TRADED FD TR II 11,501.0 $309K 0.22% -305.0 -2.6% $26.84 -1.9%
18 BERKSHIRE HATHAWAY INC DEL 448.0 $224K 0.16% -50.0 -10.0% $500.39

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
Financial Services 32.4%
Technology 29.3%
Healthcare 20.1%
Communication Services 7.5%
Consumer Cyclical 4.3%
Utilities 3.5%
Consumer Defensive 3.0%