Delos Wealth Advisors, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 151,634
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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.