Delos Wealth Advisors, LLC has filed its 13F form on August 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Million distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 3 12 Month T Bi with a value of $11.1M, Microsoft Corp with a value of $6.83M, First Tr Exchange Traded Fd Ut with a value of $5.92M, Spdr Gold Trust with a value of $5.47M, and Apple Inc. with a value of $5.27M.
Examining the 13F form we can see an increase of $3.79M in the current position value, from $116M to 119M.
Delos Wealth Advisors, LLC is based out at Dallas, TX
Below you can find more details about Delos Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$119 Million
ETFs: $80 Million
Technology: $14.9 Million
Consumer Defensive: $5.72 Million
Basic Materials: $4.87 Million
Utilities: $4 Million
Consumer Cyclical: $2.79 Million
Energy: $2.69 Million
Communication Services: $2.4 Million
Other: $2.01 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
