13F Insight
DOSSIER · 13F-HR · Q2 2026

DELTA FINANCIAL ADVISORS LLC

$421M in tracked AUM across 152 positions as of Q2 2026.

DF
CIK 0001790295 · last filed Jun 30, 2026
Total AUM
$421M
as of Q2 2026
Holdings
152
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

DELTA FINANCIAL ADVISORS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Computer Inc
$23M80K5.5%02
SPY
S P D R TRUST Unit SR
$22M30K5.3%03
AMAT
Applied Materials Inc
$22M30K5.2%04
NVDA
Nvidia Corp
$17M85K4.1%05
GOOG
Alphabet Inc Cl C (Google Cl C)
$16M45K3.8%06
MSFT
Microsoft Corp
$13M36K3.2%07
GS
Goldman Sachs Group Inc
$9M9K2.2%08
TJX
T J X Cos Inc
$9M60K2.1%09
V
Visa Inc Class A
$9M25K2.1%10
AMZN
Amazon Com Inc
$8M33K1.8%

Filing history

2026Q2Jun 30
$421M▲ 9.7%
152 positionsView →2026Q1Mar 31
$384M▼ 0.2%
149 positionsView →2025Q4Dec 31
$385M▲ 8.6%
149 positionsView →2025Q3Sep 30
$354M▲ 24.5%
145 positionsView →2025Q2Jun 30
$284M▲ 6.8%
112 positionsLocked2025Q1Mar 31
$266M▼ 1.0%
111 positionsLocked2024Q4Dec 31
$269M▼ 2.3%
109 positionsLocked2024Q3Sep 30
$275M▲ 6.6%
113 positionsLocked2024Q2Jun 30
$258M▲ 2.2%
114 positionsLocked2024Q1Mar 31
$253M▲ 9.6%
115 positionsLocked2023Q4Dec 31
$231M▲ 4.0%
116 positionsLocked2023Q3Sep 30
$222M▼ 2.0%
121 positionsLocked
Showing 12 of 29