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Delta Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    indianapolis, IN
  • Num holdings

    46

  • Value ($000)

    $131,414

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001970701
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IBTG

ISHARES TR

IBONDS 26 TRM TS
46436E858
$14.11M
11 %

615,926

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$11.83M
9 %

19,799

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$10.91M
8 %

239,035

I
IBTH

ISHARES TR

IBONDS 27 TRM TS
46436E841
$8.36M
6 %

372,920

H
HEFA

ISHARES TR

HDG MSCI EAFE
46434V803
$6.88M
5 %

161,958

I
IBHF

ISHARES TR

IBONDS 2026 TERM
46436E528
$6.51M
5 %

283,464

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$6.33M
5 %

134,906

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$5.64M
4 %

83,490

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$5.51M
4 %

28,730

I
IBDR

ISHARES TR

IBONDS DEC2026
46435GAA0
$5.32M
4 %

219,375

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