Delta Financial Advisors LLC Portfolio Holdings
Delta Financial Advisors LLC
- $349 Million
- Q3 2025
Delta Financial Advisors LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $349 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.7M, Apple Inc. with a value of $19.7M, Microsoft Corp with a value of $17.8M, Nvidia Corp with a value of $16M, and Alphabet Inc. with a value of $11.4M.
Examining the 13F form we can see an increase of $68.4M in the current position value, from $280M to 349M.
Below you can find more details about Delta Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$349 Million
Technology: $80.1 Million
ETFs: $63.4 Million
Financial Services: $50.8 Million
Consumer Cyclical: $29.9 Million
Industrials: $26.3 Million
Healthcare: $23.2 Million
Communication Services: $22.5 Million
Consumer Defensive: $22.3 Million
Other: $30.3 Million