DELTA FINANCIAL ADVISORS LLC — 13F holdings

DELTA FINANCIAL ADVISORS LLC reported 152 holdings worth $421M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. AAPL APPLE INC — $23.2M (5.5%)
2. SPY SPDR S&P 500 ETF TR — $22.5M (5.3%)
3. AMAT APPLIED MATLS INC — $21.8M (5.2%)
4. NVDA NVIDIA CORPORATION — $17.1M (4.1%)
5. GOOG ALPHABET INC — $15.8M (3.8%)
6. MSFT MICROSOFT CORP — $13.3M (3.2%)
7. GS GOLDMAN SACHS GROUP INC — $9.11M (2.2%)
8. TJX TJX COS INC NEW — $9.02M (2.1%)
9. V VISA INC — $8.65M (2.1%)
10. AMZN AMAZON COM INC — $7.76M (1.8%)