Delta Financial Advisors LLC
Delta Financial Advisors LLC is a U.S.-based Registered Investment Adviser (RIA) founded in Louisiana, headquartered in Metairie, LA. The firm specializes in providing wealth management and financial advisory services primarily to individuals, high net worth individuals, and some business entities. With approximately 4 employees, Delta Financial Advisors manages assets for nearly 447 accounts as of 2025, focusing on personalized portfolio management and financial planning. They are registered with the SEC and serve clients predominantly in the United States.
Investment Strategy
Delta Financial Advisors LLC offers comprehensive, client-focused portfolio management and investment advisory services. Their strategy encompasses broad diversification across asset classes including equities, fixed income, U.S. and international securities, and mutual funds. Investment allocations are tailored based on client profiles, financial goals, risk tolerance, and market conditions, with an emphasis on long-term growth and risk-adjusted returns. They prioritize customized portfolio construction and ongoing monitoring, recommending investments aligned with clients’ stated objectives to optimize the overall financial situation.
Latest 13F Filing Activity
Delta Financial Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $284M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Oracle Corp. among other positions. Delta Financial Advisors LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.08% | $20.1M | 32,597 | $308.66 | $617.85 | +$1.8M |
M MSFT | MICROSOFT CORP | 5.18% | $14.7M | 29,586 | $151.03 | $497.41 | +$3.4M |
N NVDA | NVIDIA CORPORATION | 4.85% | $13.8M | 87,235 | $13.57 | $157.99 | +$4.5M |
A AAPL | APPLE INC | 4.67% | $13.3M | 64,689 | $53.14 | $205.17 | -$2.0M |
V V | VISA INC | 3.22% | $9.2M | 25,812 | $176.94 | $355.05 | -$84.2K |
Industry Allocation
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