DOSSIER · 13F-HR · Q1 2026
Delta Wealth Advisors LLC
Delta Wealth's hedge fund based in New York, NY — $131M in tracked AUM across 46 positions as of Q1 2026.
DW
Delta Wealth·New York, NY·Hedge Fund
CIK 0001970701 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: Delta Wealth Advisors LLC
1. Portfolio Overview
Delta Wealth Advisors LLC has reported a substantial expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 140.0%, rising from $49.78 million to $119.45 million. This significant growth indicates a potential influx of new client capital or a major restructuring of existing accounts. The portfolio currently consists of 47 holdings, reflecting a div...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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