Delta Financial Advisors LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Operations Manager John T. Egnatchik on October 27, 2026, reports the firm holds 151 distinct equity securities.
The portfolio is diversified across various sectors, with notable positions in large technology and healthcare companies. Apple Inc. is the largest holding, with 26,765,530 shares. Microsoft Corporation follows with 18,514,551 shares, and NVIDIA Corporation holds 19,453,676 shares. Other significant stock positions include Eli Lilly & Co., JPMorgan Chase & Co., and Procter & Gamble Co.
The filing also lists substantial investments in exchange-traded funds (ETFs). Vanguard Total Stock Market ETF (VTSAX) is the largest ETF holding with 2,471,718 shares. Other major ETF positions include the Vanguard S&P 500 ETF (VOO) and the iShares Core S&P 500 ETF (IVV).
Delta Financial Advisors holds the majority of these positions as sole voting power, with no shared voting or dispositive rights reported for the vast majority of the securities listed.
