account_balance
Investment manager · 13F filer · SEC CIK 1970701
Delta Wealth Advisors LLC
Reported value$146Mas of Sep 30, 2026
Positions48 2 new, 0 sold out
Top 10 weight63.1%IBTI alone is 12%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IBTIiShares Tr
12.5%Added +1139%
SPDWSPDR Index SHS FDS
9.0%
VOOVanguard Index FDS
8.6%Trimmed −4%
IBTHiShares Tr
5.9%
SPEMSPDR Index SHS FDS
5.6%
HEFAiShares Tr
5.3%Added +3%
IBHFiShares Tr
4.6%
IBDRiShares Tr
4.0%Added +4%
RSPInvesco Exchange Traded Fd T
4.0%
IJHiShares Tr
3.8%
IBHIiShares Tr
3.7%
VOOVVanguard Admiral FDS Inc
3.5%
IBTIiShares Tr
12.5%Added +1139%
SPDWSPDR Index SHS FDS
9.0%
VOOVanguard Index FDS
8.6%Trimmed −4%
IBTHiShares Tr
5.9%
SPEMSPDR Index SHS FDS
5.6%
HEFAiShares Tr
5.3%
IBHFiShares Tr
4.6%
IBDRiShares Tr
4.0%
RSPInvesco Exchange Traded Fd T
4.0%
IJH3.8%
IBHI
VOOV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IBTI iShares Tr 12.5% Added +1139%
SPDW SPDR Index SHS FDS 9.0% Held
VOO Vanguard Index FDS 8.6% Trimmed −4%
IBTH iShares Tr 5.9% Held
SPEM SPDR Index SHS FDS 5.6% Held
HEFA iShares Tr 5.3% Added +3%
IBHF iShares Tr 4.6% Held
IBDR iShares Tr 4.0% Added +4%
RSP Invesco Exchange Traded Fd T 4.0% Held
IJH iShares Tr 3.8% Held
IBHI iShares Tr 3.7% Held
VOOV Vanguard Admiral FDS Inc 3.5% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.