SEC Form 13F · Q1 2026

DELTA FINANCIAL ADVISORS LLC

Institutional Holdings Report

13F-HRLA
$383.8M
Portfolio Value
149
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
DELTA FINANCIAL ADVISORS LLC
CIK
1790295
Accession No.
0001172661-26-001606
Location
Metairie, LA
Form Type
13F-HR
Portfolio Value
$383.8M
Holdings Reported
149
Reporting Period
Q1 2026
Filed
May 5, 2026

About this Filing

DELTA FINANCIAL ADVISORS LLC is an institutional investment manager based in Metairie, LA reporting approximately $383.8M in 13(f) securities across 149 positions as of Q1 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.