Delta Wealth Advisors LLC: 13F holdings
CIK 19707012026Q2
| Positions | 46 |
|---|---|
| Reported value | $140.0m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ISHARES TR | 583,557 | $13.4m | 9.5% |
| EWU SPDR INDEX SHS FDS | 257,524 | $13.0m | 9.3% |
| VOO VANGUARD INDEX FDS | 18,509 | $12.7m | 9.1% |
| ISHARES TR | 376,171 | $8.4m | 6.0% |
| SPEM SPDR INDEX SHS FDS | 153,984 | $8.0m | 5.7% |
| HEFA ISHARES TR | 161,372 | $7.6m | 5.4% |
| ISHARES TR | 301,742 | $6.8m | 4.9% |
| IJH ISHARES TR | 77,466 | $6.0m | 4.3% |
| RSP INVESCO EXCHANGE TRADED FD T | 27,638 | $5.9m | 4.2% |
| IBDR ISHARES TR | 229,154 | $5.6m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1970701")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.