Delta Wealth Advisors LLC — 13F holdings

Delta Wealth Advisors LLC reported 48 holdings worth $146M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. IBTI ISHARES TR — $18.1M (12.5%)
  2. SPDW SPDR INDEX SHS FDS — $13.1M (9.0%)
  3. VOO VANGUARD INDEX FDS — $12.5M (8.6%)
  4. IBTH ISHARES TR — $8.55M (5.9%)
  5. SPEM SPDR INDEX SHS FDS — $8.09M (5.6%)
  6. HEFA ISHARES TR — $7.68M (5.3%)
  7. IBHF ISHARES TR — $6.75M (4.6%)
  8. IBDR ISHARES TR — $5.79M (4.0%)
  9. RSP INVESCO EXCHANGE TRADED FD T — $5.76M (4.0%)
  10. IJH ISHARES TR — $5.50M (3.8%)