Long-term investor
Delta Wealth Advisors LLC @deltawealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001970701).
Record
- Tracked since 2025-06-30 (454 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +944.6% · all +944.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E858 · 9.5% · long · since 2025-06-30
- 78463X889 · 9.3% · long · since 2025-06-30
- 922908363 · 9.1% · long · since 2025-06-30
- 46436E841 · 6.0% · long · since 2025-12-31
- 78463X509 · 5.7% · long · since 2025-06-30
- 46434V803 · 5.4% · long · since 2025-06-30
- 46436E528 · 4.9% · long · since 2025-06-30
- 464287507 · 4.3% · long · since 2025-06-30
- 46137V357 · 4.2% · long · since 2025-06-30
- 46435GAA0 · 4.0% · long · since 2025-12-31
- 46436E379 · 3.9% · long · since 2025-12-31
- 46138E339 · 3.6% · long · since 2025-06-30