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Dino Efthimiou

Delta Wealth Advisors Llc

Assets Managed
$139.994M
Holdings
46
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
6.53%(2Q avg: 8.28%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Delta Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Delta Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 139.994M in assets, with a quarterly growth rate of 6.53% and a 2-quarter average growth rate of 8.28%. The portfolio is managed by Dino Efthimiou, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IBTG
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -5.25%
9.55%
$13.358M
583,557 shares@ $22.9 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 7.74%
9.27%
$12.977M
257,524 shares@ $50.39 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -6.51%
9.09%
$12.712M
18,509 shares@ $686.82 avg price
IBTH
Ishares Ibonds Dec 2027 Term
Recent Activity
Increased 0.88%
6.02%
$8.415M
376,171 shares@ $22.38 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 14.15%
5.7%
$7.973M
153,984 shares@ $51.78 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Decreased -0.36%
5.41%
$7.572M
161,372 shares@ $46.93 avg price
IBHF
Ishares Ibond 2026 Hy & Inc
Recent Activity
Increased 6.45%
4.89%
$6.834M
301,742 shares@ $22.66 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -7.21%
4.27%
$5.973M
77,466 shares@ $77.11 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -3.8%
4.21%
$5.88M
27,638 shares@ $212.77 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Increased 4.46%
3.97%
$5.552M
229,154 shares@ $24.23 avg price

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