Long-term investor
Delta Financial Advisors LLC @deltafinancialadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001790295).
Record
- Tracked since 2025-12-31 (261 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.5% · long · since 2025-12-31
- SPY · 5.3% · long · since 2025-12-31
- AMAT · 5.2% · long · since 2025-12-31
- NVDA · 4.1% · long · since 2025-12-31
- GOOG · 3.8% · long · since 2025-12-31
- MSFT · 3.2% · long · since 2025-12-31
- GS · 2.2% · long · since 2025-12-31
- TJX · 2.1% · long · since 2025-12-31
- V · 2.1% · long · since 2025-12-31
- AMZN · 1.8% · long · since 2025-12-31
- EFA · 1.6% · long · since 2025-12-31
- JPM · 1.6% · long · since 2025-12-31