Delos Wealth Advisors, LLC

CIK: 0001878326Latest portfolio: $151.6M · Q4 2025

Holdings

261

Total Value

$151.6M

New Positions

31

Closed Positions

57

#StockSharesValue% PortfolioChangeType
1
BILSSPDR SERIES TRUST
119,781$11.9M7.84%-354
2
GQ9SPDR GOLD TR
19,111$7.6M4.99%-152
3
AAPLAPPLE INC
26,291$7.1M4.71%+124
4
FXUFIRST TR EXCHANGE TRADED FD
155,511$7.0M4.62%+3K
5
AEMAGNICO EAGLE MINES LTD
39,095$6.6M4.37%-1,080
6
MSFTMICROSOFT CORP
13,520$6.5M4.31%+9
7
TAXXBONDBLOXX ETF TRUST
120,238$6.1M4.02%+5K
8
WMTWALMART INC
51,527$5.7M3.79%-1,373
9
XLVSELECT SECTOR SPDR TR
32,747$5.1M3.34%+912
10
QUALISHARES TR
23,956$4.8M3.14%+524
11
JQUAJ P MORGAN EXCHANGE TRADED F
72,900$4.6M3.04%+952
12
LNTALLIANT ENERGY CORP
67,812$4.4M2.91%+1K
13
TDTTFLEXSHARES TR
172,540$4.2M2.74%+4K
14
SPHDINVESCO EXCH TRADED FD TR II
74,635$3.6M2.36%+2K
15
POWAINVESCO EXCH TRD SLF IDX FD
38,140$3.4M2.26%+1K
16
XLFISELECT SECTOR SPDR TR
42,047$3.3M2.15%+1K
17
GOOGLALPHABET INC
10,367$3.2M2.14%-353
18
USMVISHARES TR
34,105$3.2M2.12%+1K
19
FTCSFIRST TR EXCHANGE-TRADED FD
34,527$3.2M2.11%+1K
20
JMOMJ P MORGAN EXCHANGE TRADED F
45,354$3.1M2.04%+790
21
KBWBINVESCO EXCH TRADED FD TR II
36,415$3.1M2.02%+896
22
RSPINVESCO EXCHANGE TRADED FD T
14,764$2.8M1.87%+215
23
QTECFIRST TR EXCHANGE-TRADED FD
12,099$2.8M1.84%+188
24
AGGISHARES TR
27,724$2.8M1.83%+530
25
SMHVANECK ETF TRUST
7,316$2.6M1.74%-127

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ET62K+13K
TAXX120K+5K
MLTX6K+4K
TDTT173K+4K
EMLC75K+3K
FXU156K+3K
TLT9K+3K
INDA45K+2K
SPHD75K+2K
USMV34K+1K

Decreased Positions

NameSharesChange
COP1K-5800
WMT52K-1373
AEM39K-1080
KBA15K-779
VSAT1K-500
BILS120K-354
GOOGL10K-353
UUP3K-326
JPM16-308
CCO100-300

Sector Breakdown

Financial Services0.0% ($1.188469996098507e+265T)
Technology0.0% ($7.147653812624954e+49T)
Industrials0.0% ($164113393422117666816.0T)
Healthcare0.0% ($47811879696347414528.0T)
Consumer Cyclical0.0% ($26052994944363.1T)
Unknown0.0% ($7573326631294.6T)
Energy0.0% ($1023460238162.1T)
Communication Services0.0% ($324454014.8T)
Basic Materials0.0% ($66271603.0T)
Consumer Defensive0.0% ($57404463.1T)
Utilities0.0% ($44081378.9T)
Real Estate0.0% ($331.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$151.6M262
Q3 2025Nov 14, 2025$148.4B290
Q2 2025Aug 19, 2025$128.4B265
Q1 2025May 13, 2025$126.3B52
Q4 2024Feb 12, 2025$125.5B199

Fund Information

CIK0001878326
Most Recent FilingFeb 17, 2026
Number of Filings5

Delos Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $151.6M across 261 holdings. The largest position is SPDR SERIES TRUST (BILS), representing 7.8% of the portfolio. Compared to the previous quarter, the fund opened 36 new positions and closed 61 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.