BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CEG CONSTELLATION ENERGY CORP Utilities 1,226.0 $305K 0.22% $248.37 +11.4%
42 SMH VANECK ETF TRUST 450.0 $295K 0.21% NEW $655.89 -15.7%
43 MRK MERCK & CO INC Healthcare 2,169.0 $279K 0.20% $128.50 +15.4%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 1,464.0 $265K 0.19% $180.91 +6.1%
45 IDLV INVESCO EXCH TRADED FD TR II 7,063.0 $244K 0.17% +421.0 +6.3% $34.49 +4.3%
46 BERKSHIRE HATHAWAY INC DEL 448.0 $224K 0.16% -50.0 -10.0% $500.39
Page 3 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
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%