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Portfolio (Quarterly) Guide ↗

Delta Wealth Advisors LLC

· CIK 0001970701
13F Portfolio $131M AUM 46 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 20 Added 20 Reduced 3 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPMD SPDR SERIES TRUST 22,176.0 $1.3M 1.00% +848.0 +4.0% $59.22 +7.9%
22 AAPL APPLE INC Technology 5,133.0 $1.3M 0.99% -495.0 -8.8% $253.81 +20.2%
23 ISHARES TR 53,490.0 $1.2M 0.91% -340.0 -0.6% $22.28
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,551.0 $1.0M 0.77% -218.0 -12.3% $650.34 +14.2%
25 SPSM SPDR SERIES TRUST 18,134.0 $876K 0.67% -755.0 -4.0% $48.32 +9.7%
26 SPYM SPDR SERIES TRUST 11,201.0 $857K 0.65% -23K -67.7% $76.54 +14.2%
27 EUSA ISHARES INC 7,912.0 $805K 0.61% -687.0 -8.0% $101.77 +8.0%
28 RVT ROYCE SMALL CAP TRUST INC Financial Services 40,866.0 $678K 0.52% $16.60 +9.2%
29 MBB ISHARES TR 5,540.0 $526K 0.40% -30.0 -0.5% $94.95 -1.1%
30 JPM JPMORGAN CHASE & CO Financial Services 1,776.0 $523K 0.40% +57.0 +3.3% $294.21 +3.0%
31 NVDA NVIDIA CORPORATION Technology 2,849.0 $497K 0.38% -316.0 -10.0% $174.40 +25.9%
32 GOOGL ALPHABET INC Communication Services 1,719.0 $494K 0.38% -21.0 -1.2% $287.56 +34.8%
33 QVMT INVESCO EXCH TRADED FD TR II 8,111.0 $482K 0.37% -82K -91.0% $59.45 +10.6%
34 MSFT MICROSOFT CORP Technology 1,297.0 $480K 0.36% -21.0 -1.6% $370.17 +13.2%
35 SHYG ISHARES TR 11,334.0 $480K 0.36% +523.0 +4.8% $42.31 +0.3%
36 IEFA ISHARES TR 4,896.0 $443K 0.34% +295.0 +6.4% $90.53 +7.5%
37 AMZN AMAZON COM INC Consumer Cyclical 1,761.0 $367K 0.28% +11.0 +0.6% $208.27 +28.9%
38 IEMG ISHARES INC 4,910.0 $342K 0.26% +195.0 +4.1% $69.75 +15.5%
39 CEG CONSTELLATION ENERGY CORP Utilities 1,226.0 $342K 0.26% $279.25 +2.4%
40 ABBV ABBVIE INC Healthcare 1,487.0 $323K 0.25% -100.0 -6.3% $217.49 -1.3%
Page 2 of 3  ·  46 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
Healthcare 45.3%
Technology 20.9%
Financial Services 20.2%
Communication Services 4.5%
Consumer Cyclical 3.4%
Utilities 3.1%
Consumer Defensive 2.2%
Energy 0.4%