Delos Wealth Advisors, LLC

All 13F Filings

Location
Dallas, TX
Most recent 13F
Q4 2025
Holdings value ($000)
151,634
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 262 151,634 13F-HR Delos Wealth Advisors, LLC
Q3 2025 11/14/2025 290 148,441 13F-HR Delos Wealth Advisors, LLC
Q2 2025 8/19/2025 265 128,409 13F-HR Delos Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 171 (0.1% of total reported value) · QoQ Δ: -103
Type Value ($000) Share % Inflow Outflow Net
Stocks 131 K 86.5% 2.253 K 0 2.253 K
ETFs 20.4 K 13.5% 1.04 K 0 1.04 K
Debt 43 0.0% 0 0 0
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
151,634
Holdings
262
QoQ value change ($000)
3,193 (2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.