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Portfolio (Quarterly) Guide ↗

DELTA FINANCIAL ADVISORS LLC

· CIK 0001790295
13F Portfolio $354M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 145 New
Page 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QQQ INVESCO QQQ TR Financial Services 368.0 $221K 0.06% NEW $600.37 +19.0%
142 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,000.0 $220K 0.06% NEW $36.69 +30.7%
143 VUG VANGUARD INDEX FDS 458.0 $220K 0.06% NEW $479.61 -81.8%
144 VCIT VANGUARD SCOTTSDALE FDS 2,550.0 $214K 0.06% NEW $84.11 -2.3%
145 GD GENERAL DYNAMICS CORP Industrials 589.0 $201K 0.06% NEW $341.17 -0.7%
Page 8 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Financial Services 24.6%
Consumer Cyclical 9.8%
Industrials 8.6%
Healthcare 7.6%
Communication Services 7.4%
Consumer Defensive 7.3%
Energy 4.1%
Basic Materials 2.3%
Utilities 1.7%