LATEST PORTFOLIO VALUE
$354.1 M
09/30/2025
TOTAL ASSETS HELD
$145
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
35.26%
CIK: 0001790295
CIK: 0001790295
DELTA FINANCIAL ADVISORS LLC (CIK: 0001790295) is a financial institution headquartered at 111 veterans memorial blvd., suite 1515, NEW ORLEANS, LOUISIANA 70005. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $354,100,254, comprising 145 distinct securities. Over its filing history, it has submitted 26 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 31,001 | $20,652,541 | 5.83% | ▼ 1,596 | Reduce -4.9% | |
| 77,250 | $19,670,097 | 5.55% | ▲ 12,561 | Add 19.4% | |
| 34,301 | $17,766,430 | 5.02% | ▲ 4,715 | Add 15.9% | |
| 85,992 | $16,044,349 | 4.53% | ▼ 1,243 | Reduce -1.4% | |
| 46,644 | $11,360,207 | 3.21% | ▲ 18 | Add 0.0% | |
| 61,959 | $8,955,537 | 2.53% | ▲ 285 | Add 0.5% | |
| 26,054 | $8,894,264 | 2.51% | ▲ 242 | Add 0.9% | |
| 26,894 | $7,563,728 | 2.14% | ▼ 607 | Reduce -2.2% | |
| 14,000 | $7,038,360 | 1.99% | ▲ 3,085 | Add 28.3% | |
| 33,333 | $6,824,560 | 1.93% | ▼ 229 | Reduce -0.7% |