StockDriftsStockDriftsTop 50 Delta Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 23.2% | 459.9K | $102K | +3.35%(+14.92K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 4.6% | 51.2K | $20K | +6.02%(+2.90K) | — | 2025-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.96% | 44.5K | $17K | +2.14%(+933) | — | 2025-03-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.63% | 30.2K | $16K | +0.27%(+80) | — | 2025-03-31 | |
| VGT | VANGUARD WORLD FD | 2.4% | 18.2K | $10K | +6.92%(+1.18K) | — | 2025-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.01% | 50.4K | $9K | +4.72%(+2.27K) | — | 2025-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.9% | 101.9K | $8K | +12.28%(+11.15K) | — | 2025-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.73% | 293.5K | $8K | +9.10%(+24.49K) | — | 2025-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.68% | 145.1K | $7K | +63.57%(+56.38K) | — | 2025-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.57% | 188.1K | $7K | +11.58%(+19.52K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Delta Financial Group, Inc. reports $437.52K in US-listed equity holdings across 258 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (23.2%), MSFT (4.6%) and VUG (4.0%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Delta Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965718). View Delta Financial Group, Inc.’s 13F filings on SEC