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Portfolio (Quarterly) Guide ↗

Delos Wealth Advisors, LLC

· CIK 0001878326
13F Portfolio $175M AUM 260 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 55 Added 46 Reduced 68 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYRE SPYRE THERAPEUTICS INC Healthcare 250.0 $13K 0.01% NEW $50.44 +46.0%
42 ROKU ROKU INC Communication Services 130.0 $12K 0.01% NEW $94.62 +34.9%
43 FLY FIREFLY AEROSPACE INC Industrials 400.0 $11K 0.01% NEW $28.47 +106.6%
44 ARM ARM HOLDINGS PLC Technology 75.0 $11K 0.01% NEW $151.28 +112.3%
45 TPYP TORTOISE CAPITAL SERIES TRUS 250.0 $11K 0.01% NEW $42.36 +2.1%
46 VINFAST AUTO LTD 2,500.0 $10K 0.01% NEW $3.85
47 AXTI AXT INC Technology 100.0 $6K 0.00% NEW $56.98 +132.7%
48 HYCROFT MINING HOLDING CORP 150.0 $5K 0.00% NEW $35.20
49 ASTS AST SPACEMOBILE INC Technology 59.0 $5K 0.00% NEW $82.88 +44.4%
50 DECK DECKERS OUTDOOR CORP Consumer Cyclical 47.0 $5K 0.00% NEW $100.11 +11.3%
51 HBM HUDBAY MINERALS INC Basic Materials 221.0 $5K 0.00% NEW $20.90 +27.0%
52 EAT BRINKER INTL INC Consumer Cyclical 30.0 $4K 0.00% NEW $142.80 -2.2%
53 ARKQ ARK ETF TR 38.0 $4K 0.00% NEW $112.47 +24.2%
54 SCHD SCHWAB STRATEGIC TR 133.0 $4K 0.00% NEW $30.71 +6.4%
55 ONDS ONDAS INC Technology 438.0 $4K 0.00% NEW $9.04 +8.1%
56 VTI VANGUARD INDEX FDS 11.0 $4K 0.00% NEW $320.82 +15.2%
57 SOUN CALL SOUNDHOUND AI INC Technology 400.0 $3K 0.00% NEW $7.46 +9.0%
58 KSA ISHARES TR 73.0 $3K 0.00% NEW $39.75 -2.7%
59 QBTS CALL D-WAVE QUANTUM INC Technology 200.0 $3K 0.00% NEW $14.43 +92.7%
60 SES SES AI CORPORATION Consumer Cyclical 2,500.0 $2K 0.00% NEW $0.96 +29.9%
Page 3 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Financial Services 16.4%
Basic Materials 14.3%
Consumer Defensive 13.3%
Utilities 9.5%
Communication Services 6.4%
Consumer Cyclical 5.0%
Energy 4.9%
Industrials 1.6%
Healthcare 1.5%