DELTA FINANCIAL ADVISORS LLC

Q4 2025 13F Holdings

  • Location
    metairie, LA
  • Num holdings

    149

  • Value ($000)

    $384,568

  • Date Filed
    02/06/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL

APPLE INC

COM
$22.16M
6 %

81,508

SPY

SPDR S&P 500 ETF TR

TR UNIT
$20.93M
5 %

30,689

MSFT

MICROSOFT CORP

COM
$17.57M
5 %

36,332

NVDA

NVIDIA CORPORATION

COM
$16.02M
4 %

85,913

GOOG

ALPHABET INC

CAP STK CL C
$14.55M
4 %

46,382

---

TJX COS INC NEW

COM
$9.36M
2 %

60,955

V

VISA INC

COM CL A
$8.97M
2 %

25,590

AMAT

APPLIED MATLS INC

COM
$8.41M
2 %

32,726

GS

GOLDMAN SACHS GROUP INC

COM
$7.98M
2 %

9,073

AMZN

AMAZON COM INC

COM
$7.45M
2 %

32,269

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