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Wesley McDowell

Delos Wealth Advisors, Llc

Assets Managed
$174.724M
Holdings
258
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
15.23%(2Q avg: 8.69%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Delos Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 258 positions.

Assets under management

The assets under management (AUM) of Delos Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.724M in assets, with a quarterly growth rate of 15.23% and a 2-quarter average growth rate of 8.69%. The portfolio is managed by Wesley McDowell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 5.43%
7.19%
$12.557M
126,275 shares@ $99.44 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.67%
4.74%
$8.278M
19,239 shares@ $430.3 avg price
FXU
First Trust Utilities Alphad
Recent Activity
Increased 5.1%
4.64%
$8.105M
163,441 shares@ $49.6 avg price
AEM
Agnico Eagle Mines Ltd
Recent Activity
Increased 0.92%
4.59%
$8.008M
39,452 shares@ $202.99 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.08%
4.09%
$7.144M
28,151 shares@ $253.8 avg price
WMT
Walmart Inc
Recent Activity
Increased 6.22%
3.9%
$6.801M
54,727 shares@ $124.29 avg price
TAXX
Bblx Irm Tax-aware S Dur Etf
Recent Activity
Increased 10.95%
3.86%
$6.744M
133,399 shares@ $50.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.26%
3.11%
$5.418M
14,636 shares@ $370.18 avg price
XLV
Health Care Select Sector
Recent Activity
Increased 11.98%
3.08%
$5.376M
36,669 shares@ $146.62 avg price
LNT
Alliant Energy Corp
Recent Activity
Increased 7.12%
2.99%
$5.212M
72,634 shares@ $71.77 avg price

1-10 of 258