Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DELTA FINANCIAL ADVISORS LLC (CIK 1790295) reported $383.8M across 149 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($20.6M, 5.35%), SPY ($20.0M, 5.22%), NVDA ($15.0M, 3.90%), MSFT ($13.4M, 3.49%), GOOG ($13.0M, 3.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $20.6M | 5.35% | 80,982 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $20.0M | 5.22% | 30,827 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $15.0M | 3.90% | 85,807 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $13.4M | 3.49% | 36,187 | Trimmed |
| 5 | GOOG | ALPHABET INC | $13.0M | 3.39% | 45,360 | Trimmed |
| 6 | AMAT | APPLIED MATLS INC | $10.7M | 2.78% | 31,220 | Trimmed |
| 7 | TJX | TJX COS INC NEW | $9.6M | 2.51% | 60,341 | Trimmed |
| 8 | V | VISA INC | $7.7M | 2.01% | 25,527 | Trimmed |
| 9 | GS | GOLDMAN SACHS GROUP INC | $7.7M | 2.00% | 9,082 | Added |
| 10 | IAU | ISHARES GOLD TR | $7.2M | 1.86% | 81,171 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $7.1M | 1.85% | 7,129 | Added |
| 12 | AMZN | AMAZON COM INC | $6.9M | 1.79% | 33,019 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.7M | 1.75% | 14,043 | Added |
| 14 | EFA | ISHARES TR | $6.5M | 1.70% | 67,348 | Hold |
| 15 | WMT | WALMART INC | $6.4M | 1.67% | 51,531 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $6.3M | 1.65% | 25,834 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $6.2M | 1.62% | 21,089 | Added |
| 18 | RTX | RTX CORPORATION | $6.1M | 1.58% | 31,413 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $5.6M | 1.45% | 26,895 | Trimmed |
| 20 | BK | BANK NEW YORK MELLON CORP | $5.3M | 1.39% | 45,024 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $5.3M | 1.37% | 36,485 | Added |
| 22 | NUE | NUCOR CORP | $5.1M | 1.32% | 30,007 | Trimmed |
| 23 | AVGO | BROADCOM INC | $4.9M | 1.27% | 15,707 | Added |
| 24 | ETR | ENTERGY CORP NEW | $4.8M | 1.26% | 43,143 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $4.5M | 1.16% | 26,251 | Added |
Source: SEC Form 13F filings · as of 2026-03-31