StockDriftsStockDriftsTop 46 Delta Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBTG | ISHARES TR | 10.74% | 615.9K | $14.1M | +25.03%(+123.29K) | $22.92(-0.23%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 9% | 19.8K | $11.8M | -2.31%(-468) | $482.36(+41.47%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 8.3% | 239.0K | $10.9M | +11.66%(+24.96K) | $38.27(+31.37%) | 2026-03-31 | |
| IBTH | ISHARES TR | 6.37% | 372.9K | $8.4M | +7.60%(+26.33K) | $22.49(-0.52%) | 2026-03-31 | |
| HEFA | ISHARES TR | 5.24% | 162.0K | $6.9M | +12.94%(+18.55K) | $35.44(+26.76%) | 2026-03-31 | |
| IBHF | ISHARES TR | 4.95% | 283.5K | $6.5M | +118.19%(+153.55K) | $23.12(-1.70%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 4.82% | 134.9K | $6.3M | +8.11%(+10.12K) | $38.35(+36.18%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.29% | 83.5K | $5.6M | -3.69%(-3.20K) | $58.31(+25.42%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.2% | 28.7K | $5.5M | +0.90%(+257) | $172.11(+17.90%) | 2026-03-31 | |
| IBDR | ISHARES TR | 4.05% | 219.4K | $5.3M | +31.14%(+52.09K) | $24.26(-0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.67% | +28.34% |
| Top 20 Holdings Unweighted | +8.16% | +26.54% |
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