S&P 500: 682.06 +0.3%
NASDAQ: 629.07 +0.5%
DOW: 475.67 +0.1%

DELTA FINANCIAL ADVISORS LLC

CIK: 0001790295

NEW ORLEANS 111 veterans memorial blvd. suite 1515
Zip Code: 70005
LATEST PORTFOLIO VALUE
$354.1 M
+24.53%
09/30/2025
TOTAL ASSETS HELD
$145
33
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
35.26%

DELTA FINANCIAL ADVISORS LLC's All 13F Filings

Report For
Filed At
AUM
Holdings
Form Type Source
2025 Q3 10/30/2025 $354.1 M 145 13F-HR 13F Filing
2025 Q2 08/07/2025 $284.35 M 112 13F-HR 13F Filing
2025 Q1 05/13/2025 $266.29 M 111 13F-HR 13F Filing
2024 Q4 02/04/2025 $268.95 M 109 13F-HR 13F Filing
2024 Q3 11/04/2024 $275.34 M 113 13F-HR 13F Filing
2024 Q2 08/06/2024 $258.19 M 114 13F-HR 13F Filing
2024 Q1 05/07/2024 $252.73 M 115 13F-HR 13F Filing
2023 Q4 01/31/2024 $230.63 M 116 13F-HR 13F Filing
2023 Q3 11/03/2023 $221.82 M 121 13F-HR 13F Filing
2023 Q2 08/03/2023 $226.26 M 118 13F-HR 13F Filing
2023 Q1 05/04/2023 $207.49 M 111 13F-HR 13F Filing
2022 Q4 02/01/2023 $206.2 M 112 13F-HR 13F Filing
2022 Q3 10/27/2022 $188.27 M 110 13F-HR 13F Filing
2022 Q2 08/01/2022 $200.43 M 115 13F-HR 13F Filing
2022 Q1 05/06/2022 $234.28 M 119 13F-HR 13F Filing
2021 Q4 02/04/2022 $245.39 M 118 13F-HR 13F Filing
2021 Q3 10/26/2021 $224.54 M 117 13F-HR 13F Filing
2021 Q2 08/04/2021 $227.46 M 114 13F-HR 13F Filing
2021 Q1 04/29/2021 $213.96 M 110 13F-HR 13F Filing
2020 Q4 01/28/2021 $199.65 M 108 13F-HR 13F Filing
Showing 1-20 of 26 records
per page