Delos Wealth Advisors, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Delos Wealth Advisors, LLC maintained a portfolio of 319 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 0.5%. Conversely, Delos Wealth Advisors, LLC completely exited their position in INVESCO QQQ TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
319
Quarter
2025 Q4
Top Holding
BILS (7.8%)
Top 10 Concentration
45.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 319
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BILS
SPDR SERIES TRU...
ETF 7.84% 8.05% #1
Prev: #1
5.6 -354 -0.3%
P
S
119,781 $11,884,671 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 4.99% 4.61% #2 2
Prev: #4
4.0 -152 -0.8%
P
S
19,111 $7,573,881 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.71% 4.49% #3 3
Prev: #6
3.4 124 0.5%
P
S
26,291 $7,147,472 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FXU
FIRST TR EXCHAN...
ETF 4.62% 4.68% #4 1
Prev: #3
2.8 2,716 1.8%
P
S
155,511 $6,999,551 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AEM
AGNICO EAGLE MI...
Basic Materials 4.37% 4.56% #5
Prev: #5
2.7 -1,080 -2.7%
P
S
39,095 $6,627,776 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 4.31% 4.71% #6 4
Prev: #2
2.2 9 0.1%
P
S
13,520 $6,538,630 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TAXX
BONDBLOXX ETF T...
ETF 4.02% 3.96% #7
Prev: #7
2.1 4,906 4.3%
P
S
120,238 $6,098,472 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 3.79% 3.67% #8
Prev: #8
2.0 -1,373 -2.6%
P
S
51,527 $5,740,624 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 3.34% 2.98% #9 3
Prev: #12
1.8 912 2.9%
P
S
32,747 $5,069,236 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 3.14% 3.07% #10 1
Prev: #9
1.8 524 2.2%
P
S
23,956 $4,758,141 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JQUA
J P MORGAN EXCH...
ETF 3.04% 3.05% #11 1
Prev: #10
1.7 952 1.3%
P
S
72,900 $4,605,822 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNT
ALLIANT ENERGY ...
Utilities 2.91% 3.03% #12 1
Prev: #11
1.7 1,172 1.8%
P
S
67,812 $4,408,459 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TDTT
FLEXSHARES TR
ETF 2.74% 2.77% #13
Prev: #13
1.6 3,597 2.1%
P
S
172,540 $4,151,313 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPHD
INVESCO EXCH TR...
ETF 2.36% 2.41% #14
Prev: #14
1.4 2,210 3.1%
P
S
74,635 $3,582,480 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
POWA
INVESCO EXCH TR...
Unknown 2.26% 2.26% #15
Prev: #15
1.4 1,047 2.8%
P
S
38,140 $3,430,491 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
SELECT SECTOR S...
Unknown 2.15% 2.15% #16
Prev: #16
1.4 1,361 3.3%
P
S
42,047 $3,266,211 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 2.14% 1.76% #17 7
Prev: #24
1.4 -353 -3.3%
P
S
10,367 $3,244,871 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USMV
ISHARES TR
ETF 2.12% 2.09% #18
Prev: #18
1.3 1,494 4.6%
P
S
34,105 $3,211,327 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTCS
FIRST TR EXCHAN...
ETF 2.11% 2.11% #19 2
Prev: #17
1.3 1,029 3.1%
P
S
34,527 $3,194,148 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JMOM
J P MORGAN EXCH...
Bond/Debt 2.04% 2.04% #20 1
Prev: #19
1.3 790 1.8%
P
S
45,354 $3,090,876 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KBWB
INVESCO EXCH TR...
ETF 2.02% 1.87% #21 1
Prev: #20
1.3 896 2.5%
P
S
36,415 $3,069,421 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 1.87% 1.86% #22 1
Prev: #21
1.2 215 1.5%
P
S
14,764 $2,828,192 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QTEC
FIRST TR EXCHAN...
Unknown 1.84% 1.84% #23 1
Prev: #22
1.2 188 1.6%
P
S
12,099 $2,785,311 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 1.83% 1.84% #24 1
Prev: #23
1.2 530 1.9%
P
S
27,724 $2,769,074 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK ETF TRUS...
ETF 1.74% 1.64% #25 2
Prev: #27
1.2 -127 -1.7%
P
S
7,316 $2,634,712 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
CALL
CALL Option 0.00% 0.12%
Sold All 😨
(Was: #61)
0.0 -300 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SBUX
STARBUCKS CORP
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #70)
0.0 -1,461 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RR
RICHTECH ROBOTI...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #83)
0.0 -19,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OPEN
OPENDOOR TECHNO...
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #85)
0.0 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 0.00% 0.05%
Sold All 😨
(Was: #86)
0.0 -315 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SLB
SCHLUMBERGER LT...
Energy 0.00% 0.05%
Sold All 😨
(Was: #89)
0.0 -2,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPMO
INVESCO EXCH TR...
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #90)
0.0 -551 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMR
NUSCALE PWR COR...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #101)
0.0 -1,550 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #116)
0.0 -110 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 0.00% 0.03%
Sold All 😨
(Was: #117)
0.0 -50 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOOG
VANGUARD ADMIRA...
ETF 0.00% 0.02%
Sold All 😨
(Was: #124)
0.0 -80 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BB
BLACKBERRY LTD
Technology 0.00% 0.02%
Sold All 😨
(Was: #125)
0.0 -7,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 0.00% 0.02%
Sold All 😨
(Was: #129)
0.0 -200 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZENA
ZENATECH INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #145)
0.0 -5,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #153)
0.0 -137 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IDU
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #156)
0.0 -150 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETR
ENTERGY CORP NE...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #173)
0.0 -140 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHYS
SPROTT ASSET MA...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #174)
0.0 -436 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMNRD
BITMINE IMMERSI...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #179)
0.0 -200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENB
ENBRIDGE INC
Energy 0.00% 0.01%
Sold All 😨
(Was: #180)
0.0 -203 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OTIS
OTIS WORLDWIDE ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #181)
0.0 -110 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #185)
0.0 -15 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOV
NOV INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #194)
0.0 -500 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OPEN
OPENDOOR TECHNO...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #195)
0.0 -800 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MAR
MARRIOTT INTL I...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #196)
0.0 -24 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #197)
0.0 -28 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITT
ITT INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #199)
0.0 -33 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #202)
0.0 -214 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CIEN
CIENA CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #205)
0.0 -37 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLUG
PLUG POWER INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #208)
0.0 -2,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PATH
UIPATH INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #213)
0.0 -362 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALTS
ALT5 SIGMA CORP
ETF 0.00% 0.00%
Sold All 😨
(Was: #216)
0.0 -1,666 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #221)
0.0 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INTW
GRANITESHARES E...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #224)
0.0 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LYV
LIVE NATION ENT...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #226)
0.0 -22 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #227)
0.0 -132 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBAI
BIGBEAR AI HLDG...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #230)
0.0 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VXF
VANGUARD INDEX ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #231)
0.0 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXC
EXELON CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #233)
0.0 -66 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QDEL
QUIDELORTHO COR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #234)
0.0 -99 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFG
ISHARES TR
Warrant 0.00% 0.00%
Sold All 😨
(Was: #235)
0.0 -25 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TXNM
TXNM ENERGY INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #237)
0.0 -49 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHTR
CHARTER COMMUNI...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #238)
0.0 -9 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LHX
L3HARRIS TECHNO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #245)
0.0 -6 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #254)
0.0 -43 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MAT
MATTEL INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #256)
0.0 -63 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPE
HEWLETT PACKARD...
Technology 0.00% 0.00%
Sold All 😨
(Was: #258)
0.0 -43 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FISV
FISERV INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #260)
0.0 -8 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PCG
PG&E CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #262)
0.0 -66 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMY
BRISTOL-MYERS S...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #263)
0.0 -22 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEN
GEN DIGITAL INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #266)
0.0 -33 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDLZ
MONDELEZ INTL I...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #270)
0.0 -13 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ODFL
OLD DOMINION FR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #276)
0.0 -4 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WBD
WARNER BROS DIS...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #278)
0.0 -27 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HST
HOST HOTELS & R...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #280)
0.0 -18 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VAC
MARRIOTT VACATI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #282)
0.0 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIAV
VIAVI SOLUTIONS...
Technology 0.00% 0.00%
Sold All 😨
(Was: #283)
0.0 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DXC
DXC TECHNOLOGY ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #285)
0.0 -3 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 319 holdings

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