DELTA FINANCIAL ADVISORS LLC 13F Holdings
CIK 0001790295 · NEW ORLEANS, LA
As of Sep 30, 2025, DELTA FINANCIAL ADVISORS LLC reported 145 positions worth $354.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 31,001 | $20.7M | 5.83% |
| APPLE INC | AAPL | Technology | 77,250 |