Delta Financial Group, Inc. 13F Holdings

CIK 0001965718 · BASKING RIDGE, NJ

As of Mar 31, 2025, Delta Financial Group, Inc. reported 258 positions worth $425.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology459,850 01.5K23.86%
MICROSOFT CORPMSFTTechnology51,179$20.1K4.73%
VANGUARD GROWTH INDEX FUNDVUG—44,522 7.3K4.07%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services30,195 5.9K3.73%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—18,244 0.5K2.47%
VANGUARD VALUE INDEX FUNDVTV—50,390$8.8K2.07%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—101,930$8.3K1.95%
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFCGXU—293,543$7.6K1.78%
JPMORGAN ULTRA-SHORT INCOMEJPST—145,061$7.3K1.72%
CAPITAL GROUP DIVIDEND VALUE ETFCGDV—188,067$6.9K1.61%
NVIDIA CORPNVDATechnology55,197$6.7K1.58%
EXXON MOBIL CORPXOMEnergy53,693$6.2K1.46%
ELI LILLY & COLLYHealthcare6,871$5.9K1.40%
JPMORGAN CHASE & COJPMFinancial Services22,474$5.6K1.31%
ALPHABET INCGOOGEquity28,639$4.9K1.14%
VANGUARD HEALTH CARE INDEX FUNDVHT—17,509$4.7K1.11%
AMAZON.COM INCAMZNEquity22,925$4.7K1.10%
VANGUARD ENERGY INDEX FUNDVDE—33,150$4.3K1.01%
JOHNSON & JOHNSONJNJHealthcare25,209$4.1K0.97%
PROCTER & GAMBLE COPGConsumer Defensive23,183$3.8K0.90%
VERIZON COMMUNICATIONS INCBACCommunication Services80,014$3.5K0.82%
VANGUARD UTILITIES INDEX FUNDVPU—20,102$3.4K0.81%
FIDELITY TOTAL BOND ETFFBND—70,305$3.2K0.75%
ALPHABET INCGOOGLEquity18,433$3.1K0.73%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,290$3.0K0.72%