Delta Wealth Advisors LLC - Portfolio Stock Holdings

Delta Wealth Advisors LLC disclosed 47 stock positions in a recent SEC 13F filing. $139,993,835 of stock holdings were filed, with the largest holdings including IBTG, SPDW, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $151,829,886 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.