DELTA FINANCIAL ADVISORS LLC
DELTA FINANCIAL ADVISORS LLC reported 152 positions worth $421.0M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AAPL (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $23.2M | 5.51% | 80,120 | — | — | |
| ▸ 2 | SPY | SH | $22.5M | 5.34% | 30,116 | — | — | |
| ▸ 3 | AMAT | SH | $21.8M | 5.17% | 30,132 | — | — | |
| ▸ 4 | NVDA | SH | $17.1M | 4.06% | 85,451 | — | — | |
| ▸ 5 | GOOG | SH | $15.8M | 3.76% | 44,852 | — | — | |
| ▸ 6 | MSFT | SH | $13.3M | 3.16% | 35,703 | — | — | |
| ▸ 7 | GS | SH | $9.1M | 2.16% | 9,003 | — | — | |
| ▸ 8 | TJX | SH | $9.0M | 2.14% | 59,529 | — | — | |
| ▸ 9 | V | SH | $8.7M | 2.06% | 25,220 | — | — | |
| ▸ 10 | AMZN | SH | $7.8M | 1.84% | 32,579 | — | — |
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Frequently Asked Questions
What stocks does DELTA FINANCIAL ADVISORS LLC hold as of Q2 2026?
DELTA FINANCIAL ADVISORS LLC reported 152 positions worth $421.0M in its Q2 2026 13F filing. Largest positions: AAPL (5.5%), SPY (5.3%), AMAT (5.2%), NVDA (4.1%) and GOOG (3.8%).
What did DELTA FINANCIAL ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DELTA FINANCIAL ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.