DELTA FINANCIAL ADVISORS LLC

Q3 2025 13F Holdings

  • Location
    metairie, LA
  • Num holdings

    145

  • Value ($000)

    $354,100

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001790295
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$20.65 M
6 %

31,001

AAPL
AAPL

APPLE INC

COM
037833100
$19.67 M
6 %

77,250

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$17.77 M
5 %

34,301

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.04 M
5 %

85,992

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$11.36 M
3 %

46,644

---

TJX COS INC NEW

COM
872540109
$8.96 M
3 %

61,959

V
V

VISA INC

COM CL A
92826C839
$8.89 M
3 %

26,054

ORCL
ORCL

ORACLE CORP

COM
68389X105
$7.56 M
2 %

26,894

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$7.04 M
2 %

14,000

AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$6.82 M
2 %

33,333

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