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Portfolio (Quarterly) Guide ↗

DELTA FINANCIAL ADVISORS LLC

· CIK 0001790295
13F Portfolio $385M AUM 149 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 64 Added 42 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BND VANGUARD BD INDEX FDS 12,929.0 $958K 0.25% NEW $74.07 -1.5%
2 SPDW SPDR INDEX SHS FDS 11,020.0 $489K 0.13% NEW $44.41 +13.4%
3 UNILEVER PLC 4,580.0 $300K 0.08% NEW $65.40
4 VMBS VANGUARD SCOTTSDALE FDS 6,074.0 $286K 0.07% NEW $47.08 -1.2%
5 MDT MEDTRONIC PLC Healthcare 2,965.0 $285K 0.07% NEW $96.06 -18.6%
6 TOTALENERGIES SE 3,430.0 $224K 0.06% NEW $65.42
7 VTV VANGUARD INDEX FDS 1,140.0 $218K 0.06% NEW $190.99 +9.4%
8 NUV NUVEEN MUN VALUE FD INC Financial Services 20,125.0 $182K 0.05% NEW $9.06 -0.4%
9 BLW BLACKROCK LTD DURATION INCOM Financial Services 12,700.0 $174K 0.04% NEW $13.74 -10.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Financial Services 24.6%
Consumer Cyclical 9.3%
Industrials 8.7%
Communication Services 8.2%
Healthcare 8.2%
Consumer Defensive 6.9%
Energy 4.2%
Basic Materials 2.3%
Utilities 1.8%