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Delta Financial Group, Inc.

Q1 2025 13F Holdings

  • Location
    basking ridge, NJ
  • Num holdings

    258

  • Value ($000)

    $438

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001965718
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$101.5K
23 %

459,850

M
MSFT

MICROSOFT CORP

COM
594918104
$20.12K
5 %

51,179

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$17.33K
4 %

44,522

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$15.88K
4 %

30,195

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$10.5K
2 %

18,244

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$8.8K
2 %

50,390

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$8.29K
2 %

101,930

C
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI
14019W109
$7.58K
2 %

293,543

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$7.33K
2 %

145,061

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$6.86K
2 %

188,067

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