Delos Wealth Advisors, LLC
Filing Date
Global Rank
#6,636
/ 8,623
▲ 226
· as of Mar 2026
Top Industry
Gold
16.0%
3Y Alpha vs SPY
+4.8%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
20 quarters · since Jun 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+86.2%
SPY
+65.3%
Annualised alpha
+4.8%
Max drawdown
−14.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
138 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.1%
+0.0 pts
Top 5
60.6%
−1.8 pts
Top 10
82.3%
−3.4 pts
HHI
889
Diversified−39
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.1% | $15,932,907 |
| Unclassified | 14.7% | $8,668,707 |
| Basic Materials | 14.3% | $8,420,485 |
| Consumer Defensive | 13.3% | $7,833,331 |
| Utilities | 9.5% | $5,569,837 |
| Communication Services | 5.7% | $3,339,990 |
| Consumer Cyclical | 5.0% | $2,967,017 |
| Energy | 5.0% | $2,913,942 |
| Financial Services | 2.2% | $1,286,290 |
| Industrials | 1.6% | $928,919 |
| Healthcare | 1.5% | $904,737 |
| Real Estate | 0.1% | $34,128 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LNT | Alliant Energy Corp | +4,822 | 72,634 | $5,212,215 | |
| WMT | Walmart Inc. | +3,200 | 54,727 | $6,801,471 | |
| AVGO | Broadcom Inc. | +2,253 | 2,260 | $699,492 | |
| AAPL | Apple Inc. | +1,860 | 28,151 | $7,144,442 | |
| XOM | ExxonMobil Holdings Corp | +1,807 | 5,637 | $956,373 | |
| MPC | Marathon Petroleum Corp | +1,130 | 1,279 | $312,306 | |
| MSFT | Microsoft Corp | +1,116 | 14,636 | $5,417,808 | |
| ETN | Eaton Corp plc | +986 | 990 | $354,093 | |
| JPM | Jpmorgan Chase & Co | +950 | 966 | $284,158 | |
| AMZN | Amazon Com Inc | +658 | 11,946 | $2,487,993 | |
| APD | Air Products & Chemicals, Inc. | +500 | 511 | $148,440 | |
| NFLX | Netflix Inc | +497 | 596 | $57,305 | |
| GOOGL | Alphabet Inc. | +403 | 10,770 | $3,097,021 | |
| AEM | Agnico Eagle Mines Ltd | +357 | 39,452 | $8,007,966 | |
| NVDA | Nvidia Corp | +290 | 723 | $126,091 | |
| GLD | Spdr Gold Trust | +128 | 19,239 | $8,278,349 | |
| NXPI | NXP Semiconductors N.V. | +79 | 237 | $46,655 | |
| FXY | Invesco CurrencyShares Japanese Yen Trust | +70 | 1,377 | $79,700 | |
| UDN | Invesco Db US Dollar Index Bearish Fund | +55 | 3,140 | $56,520 | |
| STLD | Steel Dynamics Inc | +28 | 977 | $175,860 | |
| ORCL | Oracle Corp | +20 | 2,560 | $376,601 | |
| AXON | Axon Enterprise, Inc. | +10 | 50 | $21,234 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ET | Energy Transfer LP | −19,202 | 42,841 | $826,831 | |
| MLTX | MoonLake Immunotherapeutics | −5,000 | 1,000 | $18,640 | |
| INTC | Intel Corp | −2,400 | 9,035 | $398,714 | |
| OPEN | Opendoor Technologies Inc. | −2,000 | 500 | $2,340 | |
| HOOD | Robinhood Markets, Inc. | −602 | 48 | $3,326 | |
| QBTS | D-Wave Quantum Inc. | −450 | 450 | $6,493 | |
| NEE | Nextera Energy Inc | −342 | 734 | $68,173 | |
| T | At&T Inc. | −318 | 430 | $12,465 | |
| TSCO | Tractor Supply Co /De/ | −294 | 196 | $8,878 | |
| ICE | Intercontinental Exchange, Inc. | −150 | 132 | $20,760 | |
| PEP | Pepsico Inc | −145 | 2,966 | $460,590 | |
| IBM | International Business Machines Corp | −99 | 4,164 | $1,009,311 | |
| SYK | Stryker Corp | −97 | 22 | $7,228 | |
| HON | Honeywell International Inc | −93 | 110 | $24,863 | |
| TXN | Texas Instruments Inc | −81 | 197 | $38,245 | |
| MCD | Mcdonalds Corp | −71 | 908 | $282,197 | |
| PLTR | Palantir Technologies Inc. | −71 | 29 | $4,242 | |
| MA | Mastercard Inc | −65 | 44 | $21,985 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −49 | 51 | $17,235 | |
| ACN | Accenture plc | −41 | 110 | $21,811 | |
| SPY | Spdr S&P 500 ETF Trust | −34 | 80 | $52,027 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −33 | 115 | $19,946 | |
| META | Meta Platforms, Inc. | −32 | 40 | $22,885 | |
| CAT | Caterpillar Inc | −30 | 257 | $182,074 | |
| HD | Home Depot, Inc. | −30 | 76 | $24,995 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSI | Motorola Solutions, Inc. | 648 | $281,212 | |
| CB | Chubb Ltd | 720 | $234,669 | |
| CSCO | Cisco Systems, Inc. | 2,289 | $177,603 | |
| CME | Cme Group Inc. | 570 | $168,349 | |
| UNP | Union Pacific Corp | 690 | $167,407 | |
| DRI | Darden Restaurants Inc | 620 | $121,544 | |
| GLDM | World Gold Trust | 546 | $50,608 | |
| NU | Nu Holdings Ltd. | 2,500 | $35,925 | |
| AMD | Advanced Micro Devices Inc | 154 | $31,328 | |
| ASST | Strive, Inc. | 3,000 | $30,060 | |
| CENX | Century Aluminum Co | 425 | $24,943 | |
| SYRE | Spyre Therapeutics, Inc. | 250 | $12,610 | |
| ROKU | Roku, Inc | 130 | $12,300 | |
| FLY | Firefly Aerospace Inc. | 400 | $11,388 | |
| ARM | Arm Holdings PLC /Uk | 75 | $11,346 | |
| VFS | VinFast Auto Ltd. | 2,500 | $9,625 | |
| AXTI | Axt Inc | 100 | $5,698 | |
| HYMC | Hycroft Mining Holding Corp | 150 | $5,280 | |
| ASTS | AST SpaceMobile, Inc. | 59 | $4,889 | |
| DECK | Deckers Outdoor Corp | 47 | $4,704 | |
| HBM | Hudbay Minerals Inc. | 221 | $4,618 | |
| IBRX | ImmunityBio, Inc. | 600 | $4,602 | |
| EAT | Brinker International, Inc | 30 | $4,283 | |
| ONDS | Ondas Inc. | 438 | $3,959 | |
| SOUN | Soundhound Ai, Inc. | 400 | $2,748 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 641 | $98,803 | |
| JANX | Janux Therapeutics, Inc. | 5,000 | $69,000 | |
| CG | Carlyle Group Inc. | 1,003 | $59,287 | |
| TSLA | Tesla, Inc. | 100 | $44,972 | |
| VSAT | Viasat Inc | 1,200 | $41,352 | |
| INTU | Intuit Inc. | 59 | $39,082 | |
| RACE | Ferrari N.V. | 100 | $36,956 | |
| BE | Bloom Energy Corp | 400 | $34,756 | |
| DKNG | DraftKings Inc. | 900 | $31,014 | |
| APO | Apollo Global Management, Inc. | 174 | $25,188 | |
| REAL | TheRealReal, Inc. | 1,250 | $19,725 | |
| RF | Regions Financial Corp | 575 | $15,582 | |
| BBAI | BigBear.ai Holdings, Inc. | 2,500 | $13,500 | |
| RITM | Rithm Capital Corp. | 1,174 | $12,796 | |
| AXP | American Express Co | 30 | $11,098 | |
| RKT | Rocket Companies, Inc. | 500 | $9,680 | |
| CCJ | Cameco Corp | 100 | $9,149 | |
| ETHA | iShares Ethereum Trust ETF | 400 | $8,972 | |
| UPS | United Parcel Service Inc | 75 | $7,439 | |
| FIVE | Five Below, Inc | 32 | $6,027 | |
| CRL | Charles River Laboratories International, Inc. | 29 | $5,784 | |
| MTZ | Mastec Inc | 25 | $5,434 | |
| GEHC | GE HealthCare Technologies Inc. | 65 | $5,331 | |
| ZM | Zoom Communications, Inc. | 60 | $5,177 | |
| TTAN | ServiceTitan, Inc. | 43 | $4,579 | |
| No positions match the current search. | ||||
138 tracked positions ·
$58,800,290 total
· filing declares
260 positions · $174,724,008
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 138 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 19,239 | $8,278,349 | 14.08% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 39,452 | $8,007,966 | 13.62% | |
| AAPL |
Apple Inc.
Technology
|
Added | 28,151 | $7,144,442 | 12.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 54,727 | $6,801,471 | 11.57% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,636 | $5,417,808 | 9.21% | |
| LNT |
Alliant Energy Corp
Utilities
|
Added | 72,634 | $5,212,215 | 8.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 10,770 | $3,097,021 | 5.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,946 | $2,487,993 | 4.23% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,164 | $1,009,311 | 1.72% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,637 | $956,373 | 1.63% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 42,841 | $826,831 | 1.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,260 | $699,492 | 1.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,313 | $565,389 | 0.96% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,966 | $460,590 | 0.78% | |
| INTC |
Intel Corp
Technology
|
Reduced | 9,035 | $398,714 | 0.68% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,560 | $376,601 | 0.64% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 990 | $354,093 | 0.60% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 4,500 | $342,225 | 0.58% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,567 | $324,212 | 0.55% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 1,279 | $312,306 | 0.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 621 | $297,583 | 0.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 966 | $284,158 | 0.48% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 908 | $282,197 | 0.48% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 648 | $281,212 | 0.48% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 1,000 | $247,080 | 0.42% | |
| CB |
Chubb Ltd
Financial Services
|
NEW | 720 | $234,669 | 0.40% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 257 | $182,074 | 0.31% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,289 | $177,603 | 0.30% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Added | 977 | $175,860 | 0.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,170 | $168,994 | 0.29% | |
| CME |
Cme Group Inc.
Financial Services
|
NEW | 570 | $168,349 | 0.29% | |
| UNP |
Union Pacific Corp
Industrials
|
NEW | 690 | $167,407 | 0.28% | |
| COP |
Conocophillips
Energy
|
Reduced | 1,250 | $165,000 | 0.28% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 511 | $148,440 | 0.25% | |
| VST |
Vistra Corp.
Utilities
|
Held | 854 | $128,381 | 0.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 723 | $126,091 | 0.21% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 1,295 | $124,812 | 0.21% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
NEW | 620 | $121,544 | 0.21% | |
| WM |
Waste Management Inc
Industrials
|
Held | 515 | $118,341 | 0.20% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 208 | $95,885 | 0.16% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 1,200 | $95,328 | 0.16% | |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
Held | 3,376 | $93,785 | 0.16% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 517 | $85,082 | 0.14% | |
| FXY |
Invesco CurrencyShares Japanese Yen Trust
|
Added | 1,377 | $79,700 | 0.14% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 734 | $68,173 | 0.12% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 305 | $65,166 | 0.11% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 136 | $64,360 | 0.11% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 351 | $58,034 | 0.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 100 | $57,718 | 0.10% | |
| NFLX |
Netflix Inc
CALL
+ SHARES
Communication Services
|
Added | 596 | $57,305 | 0.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.