Delta Wealth Advisors LLC - Portfolio Stock Holdings

Delta Wealth Advisors LLC disclosed 48 stock positions in a recent SEC 13F filing. $145,593,761 of stock holdings were filed, with the largest holdings including IBTI, SPDW, and VOO. This filing represented positions held on Sept. 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.