DELTA FINANCIAL ADVISORS LLC

Institutional manager (13F) · CIK 1790295

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $292M

#	Issuer	Value	Shares
1	APPLE INC	$21M	80,982
2	STATE STR SPDR S&P 500 ETF T	$20M	30,827
3	NVIDIA CORPORATION	$15M	85,807
4	MICROSOFT CORP	$13M	36,187
5	ALPHABET INC	$13M	45,360
6	APPLIED MATLS INC	$11M	31,220
7	TJX COS INC NEW	$10M	60,341
8	VISA INC	$8M	25,527
9	GOLDMAN SACHS GROUP INC	$8M	9,082
10	ISHARES GOLD TR	$7M	81,171
11	COSTCO WHOLESALE CORPORATION	$7M	7,129
12	AMAZON COM INC	$7M	33,019
13	BERKSHIRE HATHAWAY INC DEL	$7M	14,043
14	ISHARES TR	$7M	67,348
15	WALMART INC	$6M	51,531
16	JOHNSON & JOHNSON	$6M	25,834
17	JPMORGAN CHASE & CO	$6M	21,089
18	RTX CORPORATION	$6M	31,413
19	CHEVRON CORPORATION	$6M	26,895
20	BANK NEW YORK MELLON CORP	$5M	45,024
21	PROCTER & GAMBLE CO	$5M	36,485
22	NUCOR CORP	$5M	30,007
23	BROADCOM INC	$5M	15,707
24	ENTERGY CORP NEW	$5M	43,143
25	EXXON MOBIL CORP	$4M	26,251
26	BLACKROCK INC	$4M	4,278
27	ORACLE CORP	$4M	26,015
28	AFLAC INC	$4M	34,856
29	VANGUARD WHITEHALL FDS	$4M	25,512
30	SELECT SECTOR SPDR TR	$4M	28,120
31	AMGEN INC	$4M	10,398
32	META PLATFORMS INC	$3M	6,065
33	EXPEDITORS INTL WASH INC	$3M	23,704
34	CUMMINS INC	$3M	6,233
35	TRAVELERS COMPANIES INC	$3M	11,382
36	VANECK ETF TRUST	$3M	8,603
37	CHUBB LTD SWITZ	$3M	10,022
38	LOWES COS INC	$3M	13,510
39	CONOCOPHILLIPS	$3M	24,146
40	VANGUARD TAX-MANAGED FDS	$3M	46,701
41	ISHARES TR	$3M	43,678
42	DUKE ENERGY CORP NEW	$3M	22,052
43	AUTOMATIC DATA PROCESSING IN	$3M	13,820
44	PEPSICO INC	$3M	17,880
45	FEDEX CORP	$3M	7,668
46	SELECT SECTOR SPDR TR	$3M	23,736
47	ALPHABET INC	$3M	9,123
48	VANGUARD INTL EQUITY INDEX F	$3M	46,872
49	HOME DEPOT INC	$2M	7,537
50	CATERPILLAR INC	$2M	3,498

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.