Delos Wealth Advisors, LLC
RIA/Wealth
Delos Wealth Advisors, LLC is a RIA/Wealth based in Dallas, TX led by Cody Lee Lummus, reporting $162.2M in AUM as of Q3 2025 with 64% ETF concentration.
CEOCody Lee Lummus
- Portfolio Value
- $148.1M
- Positions
- 279
- Top Holding
- BILS at 8.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Delos Wealth Advisors, LLC's portfolio (45% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.0M | 8.07% | +$799.1K Bought | — 120.1K shares | |
Software - Infrastructure Technology | $7.0M | 4.72% | -$118.1K Sold | 0.00% 13.5K shares | |
ETF ETF | $6.9M | 4.69% | +$595.5K Bought | — 152.8K shares | |
Unknown Unknown | $6.8M | 4.62% | +$467.1K Bought | — 19.3K shares | |
Gold Basic Materials | $6.8M | 4.57% | +$96.6K Bought | 0.01% 40.2K shares | |
Consumer Electronics Technology | $6.7M | 4.50% | +$122.5K Bought | 0.00% 26.2K shares | |
ETF ETF | $5.9M | 3.97% | +$440.5K Bought | — 115.3K shares | |
Discount Stores Consumer Defensive | $5.5M | 3.68% | +$438.1K Bought | 0.00% 52.9K shares | |
ETF ETF | $4.6M | 3.08% | +$390.4K Bought | — 23.4K shares | |
ETF ETF | $4.5M | 3.06% | +$381.7K Bought | — 71.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Delos Wealth Advisors, LLC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Delos Wealth Advisors, LLC
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