SEC Form 13F · Q2 2026

DELTA FINANCIAL ADVISORS LLC

Institutional Holdings Report

13F-HRLA
$421.0M
Portfolio Value
152
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
DELTA FINANCIAL ADVISORS LLC
CIK
1790295
Accession No.
0001172661-26-003077
Location
Metairie, LA
Form Type
13F-HR
Portfolio Value
$421.0M
Holdings Reported
152
Reporting Period
Q2 2026
Filed
August 5, 2026

About this Filing

DELTA FINANCIAL ADVISORS LLC is an institutional investment manager based in Metairie, LA reporting approximately $421.0M in 13(f) securities across 152 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.