Delta Investment Management, LLC

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    268

  • Value ($000)

    $558,054

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0001757043
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SFLR
SFLR

INNOVATOR ETFS TRUST

QUITY MANAGD FLR
$30.99M
6 %

860,218

MSFT
MSFT

MICROSOFT CORP

COM
$28.37M
5 %

54,769

MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$24.14M
4 %

239,767

BSJQ
BSJQ

INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26
$23.85M
4 %

1,019,057

COWG
COWG

PACER FDS TR

US LRG CP CASH
$19.83M
4 %

546,328

CGDV
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
$15.72M
3 %

373,913

---

VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL
$15.67M
3 %

207,219

AAPL
AAPL

APPLE INC

COM
$15.34M
3 %

60,238

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$14.17M
3 %

21,166

---

FEDERATED HERMES ETF TRUST

MDT LARGE CAP
$13.70M
3 %

427,545

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