13F Filings History of Delta Wealth Advisors LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$119,449,158
Signature - Title
Dino Efthimiou - Chief Compliance Officer
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Delta Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Delta Wealth Advisors LLC reported 47 stock holdings with total value $119,449,158 as of Q4 2025. Top holdings included VOO, IBTG, SPDW, IBTH, and HEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $119,449,158 +$23,961,730 -$34,467,441 -$10,505,711 VOO, IBTG, SPDW, IBTH, HEFA 13F-HR 28 Jan 2026, 08:26
Q3 2025 46 $127,792,635 +$3,299,128 -$1,045,213 +$2,253,915 IBTF, VOO, IBTG, SPLG, SPDW 13F-HR 21 Oct 2025, 10:26
Q2 2025 45 $119,391,047 +$8,728,537 -$5,918,721 +$2,809,816 IBTF, VOO, IBTG, SPLG, SPDW 13F-HR 10 Oct 2025, 10:21
Q1 2025 40 $110,186,613 +$7,434,701 -$1,882,447 +$5,552,254 VOO, IBTF, IBTG, SPLG, SPDW 13F-HR 10 Oct 2025, 10:20
Q4 2024 40 $106,105,670 +$28,385,251 -$25,701,822 +$2,683,429 VOO, IBTF, IBTG, SPLG, RSP 13F-HR 10 Oct 2025, 10:19
Q3 2024 40 $104,409,429 +$10,914,462 -$12,775,598 -$1,861,136 IBTE, VOO, IBTF, IJH, RSP 13F-HR 10 Oct 2025, 10:17
Q2 2024 45 $102,073,633 +$13,526,797 -$9,004,649 +$4,522,148 IBTE, VOO, IBTF, EUSA, IJH 13F-HR 10 Oct 2025, 10:15
Q1 2024 47 $96,831,952 $0 $0 $0 IBTE, VOO, EUSA, IJH, IBTF 13F-HR 10 Oct 2025, 10:14