Delta Wealth Advisors LLC reported 48 holdings worth US$146M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Delta Wealth Advisors LLC reported 48 holdings worth US$146M as of Sep 30, 2026. Largest: Apple Inc, Jp Morgan Chase & Co. and Eli Lilly And Company. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$146M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,129 | US$1.71M | 1.2% |
| Jp Morgan Chase & Co. | 3,477 | US$1.15M | 0.79% |
| Eli Lilly And Company | 935 | US$1.08M | 0.74% |
| Microsoft Corp. | 1,397 | US$717K | 0.49% |
| Nvidia Corporation | 2,884 | US$659K | 0.45% |
| Alphabet Inc (google) Class C | 1,851 | US$637K | 0.44% |
| Amazon.com, Inc. | 1,573 | US$392K | 0.27% |
| Abbvie Inc. | 1,487 | US$389K | 0.27% |
| Merck & Company, Inc. | 2,169 | US$315K | 0.22% |
| Constellation Energy Corporation | 1,226 | US$311K | 0.21% |
| Philip Morris International Inc | 1,464 | US$279K | 0.19% |
| Berkshire Hathaway Inc. | 448 | US$223K | 0.15% |