Delos Wealth Advisors, LLC
Delos Wealth Advisors, LLC is a registered investment advisor headquartered in Dallas, Texas. Incorporated in 2021, the firm manages portfolios for its clients through discretionary investment strategies based on SEC 13F disclosures. With an asset base of around $128 million, Delos serves a variety of investors seeking professional wealth and asset management in the United States. The firm tracks over 250 portfolio positions and actively adjusts holdings to align with its ongoing assessment of market opportunities and risks.
Investment Strategy
Delos Wealth Advisors, LLC employs a diversified investment approach, managing portfolios across multiple asset classes including equities, ETFs, and fixed income products. The firm demonstrates dynamic portfolio management by adding, reducing, and initiating positions based on perceived growth opportunities, risk tolerance, and sector outlook. Their strategy is built on a disciplined review of market conditions and a commitment to risk-adjusted performance for client portfolios, as evidenced by quarterly rebalancing and responsive allocation changes following global economic trends.
Top Holdings
Equity Positions (256)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BILS | SPDR SERIES TRUST | 8.68% | $11.1M | 112,105 | $99.58 | $99.43 | -$495.6K |
M MSFT | MICROSOFT CORP | 5.32% | $6.8M | 13,739 | $392.84 | $497.41 | +$1.6M |
F FXU | FIRST TR EXCHANGE TRADED FD | 4.61% | $5.9M | 139,692 | $33.49 | $42.38 | -$101.9K |
G GLD | SPDR GOLD TR | 4.26% | $5.5M | 17,949 | $199.99 | $304.83 | -$149.4K |
T TAXX | BONDBLOXX ETF TRUST | 4.24% | $5.4M | 106,692 | $50.40 | $51.05 | -$1.6M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | New | Call | $237.0K | 15 | $157.99 | $157.99 | +15 | +$237.0K |
Q QBTS | D-WAVE QUANTUM INC | New | Call | $29.3K | 20 | $14.64 | $14.64 | +20 | +$29.3K |
T TTWO | TAKE-TWO INTERACTIVE SOFTWAR | New | Call | $24.3K | 1 | $242.85 | $242.85 | +1 | +$24.3K |
T TIGO | MILLICOM INTL CELLULAR S A | New | Call | $11.2K | 3 | $37.47 | $37.47 | +3 | +$11.2K |