Delta Wealth Advisors LLC reported 46 holdings worth US$140M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Delta Wealth Advisors LLC reported 46 holdings worth US$140M as of Jun 30, 2026. Largest: Apple Inc, Jp Morgan Chase & Co. and Eli Lilly And Company. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$140M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,129 | US$1.48M | 1.1% |
| Jp Morgan Chase & Co. | 3,477 | US$1.14M | 0.81% |
| Eli Lilly And Company | 935 | US$1.12M | 0.80% |
| Alphabet Inc (google) Class C | 1,851 | US$661K | 0.47% |
| Nvidia Corporation | 2,884 | US$577K | 0.41% |
| Microsoft Corp. | 1,397 | US$521K | 0.37% |
| Amazon.com, Inc. | 1,573 | US$375K | 0.27% |
| Abbvie Inc. | 1,487 | US$374K | 0.27% |
| Constellation Energy Corporation | 1,226 | US$305K | 0.22% |
| Merck & Company, Inc. | 2,169 | US$279K | 0.20% |
| Philip Morris International Inc | 1,464 | US$265K | 0.19% |
| Berkshire Hathaway Inc. | 448 | US$224K | 0.16% |
| Denison Mines Corp. | 0 | US$0 | 0.00% |