—

DELTA FINANCIAL ADVISORS LLC

Q1 2026 13F Holdings

  • Location
    metairie, LA
  • Num holdings

    149

  • Value ($000)

    $383,815

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$20.55M
5 %

80,982

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$20.05M
5 %

30,827

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.96M
4 %

85,807

M
MSFT

MICROSOFT CORP

COM
594918104
$13.4M
4 %

36,187

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$13.01M
3 %

45,360

A
AMAT

APPLIED MATLS INC

COM
038222105
$10.67M
3 %

31,220

---

TJX COS INC NEW

COM
872540109
$9.64M
3 %

60,341

V
V

VISA INC

COM CL A
92826C839
$7.72M
2 %

25,527

G
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$7.68M
2 %

9,082

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$7.16M
2 %

81,171

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 149