account_balance

Investment manager · 13F filer · SEC CIK 1790295

Delta Financial Advisors LLC

Reported value$425Mas of Sep 30, 2026
Positions151 6 new, 7 sold out
Top 10 weight35.8%AAPL alone is 6%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 6.3% HeldSPY SPDR S&P 500 ETF Trust 5.6% Added +3%NVDA NVIDIA Corp 4.6% HeldMSFT Microsoft Corp 4.4% HeldAMAT Applied Materials Inc 3.6% HeldGOOG Alphabet Inc. 3.6% HeldV Visa Inc. 2.1% HeldAMZN Amazon.com Inc 1.9% HeldGS Goldman Sachs Group Inc 1.9% HeldTJX TJX Companies Inc 1.9% HeldJPM JPMorgan Chase & Co 1.7% Held
EFA iShares Tr 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Aug 5, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • PPA −24%
  • VTI −15%
  • REGN −8%
  • CVS −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist