DELTA FINANCIAL ADVISORS LLC
All 13F Filings
- Location
- Metairie, LA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 384,568
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 149 | 384,568 | 13F-HR | DELTA FINANCIAL ADVISORS LLC |
| Q3 2025 | 10/30/2025 | 145 | 354,100 | 13F-HR | DELTA FINANCIAL ADVISORS LLC |
| Q2 2025 | 8/7/2025 | 112 | 284,352 | 13F-HR | DELTA FINANCIAL ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 352.9 K | 91.8% | 26.94 K | 0 | 26.94 K |
| ETFs | 31.24 K | 8.1% | 3.53 K | 0 | 3.53 K |
| Debt | 466 | 0.1% | 0 | 1 | -1 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
384,568
Holdings
149
QoQ value change ($000)
30,468
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.