# EDGAR Filing Document

**Accession Number:** 0001970701
**File Stem:** 0002085853-26-000437
**Filing Date:** 2026-4
**Character Count:** 8418
**Document Hash:** 138f57940912da08d9dd41e23e9bf680
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000437.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0002085853-26-000437

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Delta Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0001970701

**ORGANIZATION NAME:**
- **EIN:** 823257441
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25796
- **FILM NUMBER:** 26880531

**BUSINESS ADDRESS:**
- **STREET 1:** 3755 E 82ND ST SUITE 100
- **CITY:** INDIANAPOLIS
- **STATE:** IN
- **ZIP:** 46240
- **BUSINESS PHONE:** 317-735-6445

**MAIL ADDRESS:**
- **STREET 1:** 3755 E 82ND ST SUITE 100
- **CITY:** INDIANAPOLIS
- **STATE:** IN
- **ZIP:** 46240

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Delta Wealth Advisors, LLC
- **DATE OF NAME CHANGE:** 20230323

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Delta Wealth Advisors LLC<br>**Address:** 3755 E 82ND ST SUITE 100<br>INDIANAPOLIS, IN 46240

**Form 13F File Number:** 028-25796

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Dino Efthimiou<br>**Title:** Chief Compliance Officer<br>**Phone:** 317-201-1696

**Signature, Place, and Date of Signing:**

/s/ Dino Efthimiou  Indianapolis, IN  04-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 46

**Form 13F Information Table Value Total:** $131414494

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 323408 | 1487 | SH |  | SOLE |  | 0 | 0 | 1487 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 494316 | 1719 | SH |  | SOLE |  | 0 | 0 | 1719 |
| AMAZON COM INC | COM | 023135106 |  | 366763 | 1761 | SH |  | SOLE |  | 0 | 0 | 1761 |
| APPLE INC | COM | 037833100 |  | 1302787 | 5133 | SH |  | SOLE |  | 0 | 0 | 5133 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 238642 | 498 | SH |  | SOLE |  | 0 | 0 | 498 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 342361 | 1226 | SH |  | SOLE |  | 0 | 0 | 1226 |
| DENISON MINES CORP | COM | 248356107 |  | 42660 | 12085 | SH |  | SOLE |  | 0 | 0 | 12085 |
| ELI LILLY  CO | COM | 532457108 |  | 4369827 | 4751 | SH |  | SOLE |  | 0 | 0 | 4751 |
| INVESCO EXCH TRADED FD TR II | S INTL LOW | 46138E230 |  | 228851 | 6642 | SH |  | SOLE |  | 0 | 0 | 6642 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 3889756 | 34696 | SH |  | SOLE |  | 0 | 0 | 34696 |
| INVESCO EXCH TRADED FD TR II | S 500 CONCENTR | 46138E396 |  | 482162 | 8111 | SH |  | SOLE |  | 0 | 0 | 8111 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 |  | 318298 | 11806 | SH |  | SOLE |  | 0 | 0 | 11806 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 1518710 | 20198 | SH |  | SOLE |  | 0 | 0 | 20198 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 5513930 | 28730 | SH |  | SOLE |  | 0 | 0 | 28730 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 805204 | 7912 | SH |  | SOLE |  | 0 | 0 | 7912 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 342473 | 4910 | SH |  | SOLE |  | 0 | 0 | 4910 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 |  | 1191910 | 53490 | SH |  | SOLE |  | 0 | 0 | 53490 |
| ISHARES TR | MBS ETF | 464288588 |  | 526041 | 5540 | SH |  | SOLE |  | 0 | 0 | 5540 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 3403442 | 36699 | SH |  | SOLE |  | 0 | 0 | 36699 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 443235 | 4896 | SH |  | SOLE |  | 0 | 0 | 4896 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 5317660 | 219375 | SH |  | SOLE |  | 0 | 0 | 219375 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 479555 | 11334 | SH |  | SOLE |  | 0 | 0 | 11334 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 |  | 14113935 | 615926 | SH |  | SOLE |  | 0 | 0 | 615926 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3737830 | 30069 | SH |  | SOLE |  | 0 | 0 | 30069 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2715697 | 14158 | SH |  | SOLE |  | 0 | 0 | 14158 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 5638068 | 83490 | SH |  | SOLE |  | 0 | 0 | 83490 |
| ISHARES TR | IBONDS 29 TR HI | 46436E379 |  | 5085196 | 218408 | SH |  | SOLE |  | 0 | 0 | 218408 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3132142 | 4795 | SH |  | SOLE |  | 0 | 0 | 4795 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 6882390 | 161958 | SH |  | SOLE |  | 0 | 0 | 161958 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 |  | 8364585 | 372920 | SH |  | SOLE |  | 0 | 0 | 372920 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 6505500 | 283464 | SH |  | SOLE |  | 0 | 0 | 283464 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 522510 | 1776 | SH |  | SOLE |  | 0 | 0 | 1776 |
| MERCK  CO INC | COM | 58933Y105 |  | 260909 | 2169 | SH |  | SOLE |  | 0 | 0 | 2169 |
| MICROSOFT CORP | COM | 594918104 |  | 480110 | 1297 | SH |  | SOLE |  | 0 | 0 | 1297 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 496866 | 2849 | SH |  | SOLE |  | 0 | 0 | 2849 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 242058 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |
| ROYCE SMALL CAP TRUST INC | COM | 780910105 |  | 678376 | 40866 | SH |  | SOLE |  | 0 | 0 | 40866 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 10911949 | 239035 | SH |  | SOLE |  | 0 | 0 | 239035 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 6328443 | 134906 | SH |  | SOLE |  | 0 | 0 | 134906 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 876232 | 18134 | SH |  | SOLE |  | 0 | 0 | 18134 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 857300 | 11201 | SH |  | SOLE |  | 0 | 0 | 11201 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 1313248 | 22176 | SH |  | SOLE |  | 0 | 0 | 22176 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1008677 | 1551 | SH |  | SOLE |  | 0 | 0 | 1551 |
| VALUED ADVISERS TR | KOVITZ CORE EQT | 92046L353 |  | 2907790 | 114255 | SH |  | SOLE |  | 0 | 0 | 114255 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 4581533 | 22482 | SH |  | SOLE |  | 0 | 0 | 22482 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11831159 | 19799 | SH |  | SOLE |  | 0 | 0 | 19799 |

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