Manager record

Delta Wealth Advisors LLC

Indianapolis, IN · CIK 1970701 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$145.59MReported 13F valueQ3 2026 · as filed

48Holdings listed

+4.0%vs prior quartervalue change includes market moves

5Quarters on record

Oct 09Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Oct 09 2026 13F-HR · period Q3 2026

$145.59M · 48 holdings listed · View original SEC filing ↗

Jul 14 2026 13F-HR · period Q2 2026

$139.99M · 46 holdings listed · View original SEC filing ↗

Apr 21 2026 13F-HR · period Q1 2026

$131.41M · 46 holdings listed · View original SEC filing ↗

Jan 28 2026 13F-HR · period Q4 2025

$119.45M · 47 holdings listed · View original SEC filing ↗

Oct 21 2025 13F-HR · period Q3 2025

$127.79M · 46 holdings listed · View original SEC filing ↗