Delta Financial Group, Inc. - Portfolio overview

Delta Financial Group, Inc. has 258 reported holdings in this dataset, with the latest filing dated 2025-05-09.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 23.20%
2. MSFT - MICROSOFT CORP, 4.60%
3. VUG - VANGUARD INDEX FDS, 3.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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