DELTA FINANCIAL ADVISORS LLC - Portfolio overview

DELTA FINANCIAL ADVISORS LLC has 156 reported holdings in this dataset, with the latest filing dated 2026-05-05.

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, 5.31%
  2. SPY - STATE STR SPDR S&P 500 ETF T, 5.18%
  3. NVDA - NVIDIA CORPORATION, 3.87%

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

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