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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Delta Wealth Advisors LLC

Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0002085853-25-000062

Total Value
$104.4M
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46436E874684,675$16.4M15.74%
2VANGUARD INDEX FDS92290836325,157$13.3M12.71%
3ISHARES TR46436E866432,528$10.1M9.70%
4ISHARES TR46428750797,769$6.1M5.84%
5INVESCO EXCHANGE TRADED FD TIVZ31,511$5.6M5.41%
6SPDR INDEX SHS FDS78463X889139,542$5.2M5.02%
7INVESCO EXCH TRADED FD TR IIIVZ101,406$5.0M4.84%
8SPDR INDEX SHS FDS78463X509117,841$4.9M4.66%
9ISHARES TR46432F33926,282$4.7M4.51%
10INVESCO EXCH TRADED FD TR IIIVZ49,044$4.4M4.26%
11ISHARES TR46428780433,928$4.0M3.80%
12ISHARES TR46434V803107,665$3.8M3.65%
13ISHARES TR46429B69734,998$3.2M3.06%
14ISHARES TR46435U184109,444$2.5M2.44%
15INVESCO EXCH TRADED FD TR IIIVZ100,522$2.2M2.07%
16APPLE INCAAPL6,585$1.5M1.47%
17ISHARES INC46428668115,207$1.5M1.39%
18SPDR SER TR78464A84719,411$1.1M1.02%
19ELI LILLY & COLLY1,120$992,2530.95%
20SPDR SER TR78468R85316,740$761,8370.73%
21MICROSOFT CORPMSFT1,694$728,7370.70%
22ISHARES TR46434VBG428,762$725,0900.69%
23ISHARES TR4642885884,421$423,5760.41%
24ISHARES TR46435U69716,100$420,2100.40%
25VANGUARD ADMIRAL FDS INC9219327032,135$407,1870.39%
26JPMORGAN CHASE & CO.VYLD1,688$355,9320.34%
27ISHARES TR4642884143,273$355,5460.34%
28SPDR S&P 500 ETF TRSPY601$344,8300.33%
29MERCK & CO INCMRK2,957$335,7970.32%
30ISHARES TR4642882813,457$323,5060.31%
31CONSTELLATION ENERGY CORPCEG1,226$318,7850.31%
32ISHARES TR46432F3961,569$318,1300.30%
33ABBVIE INCABBV1,601$316,1650.30%
34BLACKSTONE INCBX2,023$309,7560.30%
35ISHARES TR46436E85813,057$301,1600.29%
36ALPHABET INCGOOG1,740$288,5790.28%
37AMAZON COM INCAMZN1,480$275,7680.26%
38NVIDIA CORPORATIONNVDA1,980$240,4510.23%
39BERKSHIRE HATHAWAY INC DELBRK-A470$216,3220.21%
40DENISON MINES CORPDNN12,703$23,2460.02%