Delta Wealth Advisors Q2 2026 Portfolio Activity: Key Purchases and Sales
Delta Wealth Advisors Llc made significant adjustments to its holdings during the second quarter of 2026, including notable purchases and sales.
As reported for Delta Wealth Advisors Llc as of June 30, 2026, the investment firm has shown active management within its portfolio. The data indicates a mix of buying and selling activities across various exchange-traded funds (ETFs) and individual stocks.
The most significant purchase during this quarter appears to be shares in JPM, although the specific ETF name linked under that symbol isn't provided here. Another major addition is the stock associated with the ticker SMH. These actions suggest confidence in certain large-cap or sector-specific opportunities.
Conversely, Delta Wealth Advisors Llc also divested a substantial position during Q2. The stock linked to the ticker LLY, identified as Eli Lilly & Co., was sold with an 80.32% decrease in its portfolio allocation, indicating a significant exit from this pharmaceutical company.
Other notable buying activity includes increasing positions in several ETFs: SPEM, SPDW, IBHF, and IBHI. These ETFs experienced percentage changes in their holdings ranging from 10.0% to a substantial 6.25%, reflecting strategic additions.
On the selling side, besides the large sale of LLY, Delta also reduced positions in other ETFs such as IBTG (-5.26%), IJH (-7.22%), and SPMD (noted but no specific stock name provided). These adjustments, while varying in magnitude, show the firm's dynamic approach to portfolio rebalancing.
The overall portfolio turnover rate for Delta Wealth Advisors Llc this quarter was influenced by these changes. The investor has a history of making substantial buying and selling decisions, as evidenced by the 'has_large_buys' and 'has_large_sells' flags being true in their indicators.