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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
Page 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VOO VANGUARD INDEX FDS 365.0 $229K 0.06% -114.0 -23.8% $626.85 +8.9%
142 QQQ INVESCO QQQ TR Financial Services 368.0 $226K 0.06% $614.31 +16.3%
143 TOTALENERGIES SE 3,430.0 $224K 0.06% NEW $65.42
144 VUG VANGUARD INDEX FDS 458.0 $223K 0.06% $487.86 -82.1%
145 VTV VANGUARD INDEX FDS 1,140.0 $218K 0.06% NEW $190.99 +9.4%
146 VCIT VANGUARD SCOTTSDALE FDS 2,550.0 $214K 0.06% $83.75 -1.9%
147 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 11,800.0 $186K 0.05% -2K -14.5% $15.80 -1.3%
148 NUV NUVEEN MUN VALUE FD INC Financial Services 20,125.0 $182K 0.05% NEW $9.06 -0.4%
149 BLW BLACKROCK LTD DURATION INCOM Financial Services 12,700.0 $174K 0.04% NEW $13.74 -10.0%
Page 8 of 8  ·  149 positions

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%