Delta Financial Advisors Llc Activity Report: Significant Purchases & Sales in Q3 2026
This report details notable changes observed in holdings for Delta Financial Advisors Llc as of June 30, 2026.
As part of its investment strategy and portfolio management activities during the third quarter ending June 30, 2026, Delta Financial Advisors Llc (investor_slug: delta-financial-advisors-llc) made several significant adjustments to its holdings. The analysis of the investor's filing reveals notable buying activity in certain funds and ETFs, alongside reductions or exits from other positions.
The most substantial purchase during this period was observed in Vanguard Information Tech (VGT). According to the data provided for changed_holdings, Delta Financial Advisors Llc increased their position by an impressive 700.0%, acquiring a total of 8,096 shares valued at approximately $967,634. This significant allocation change suggests a strong conviction in the technology sector's prospects.
In addition to VGT, Vanguard Mid Cap (VO) also saw substantial buying activity. Delta Financial Advisors Llc increased their VO position by 300.15%, acquiring an additional 12,363 shares during the quarter. This represents a considerable expansion of exposure within the mid-cap space.
The third notable fund purchase was Ishares Tr Russell 1000 Growth (IWF). Delta Financial Advisors Llc boosted their stake in this growth-oriented ETF by 286.96%, adding 2,112 shares to the existing position of 2,848 shares.
Conversely, the investor reduced several significant holdings during Q3 2026. Applied Materials Inc (AMAT) experienced a -3.48% change in its portfolio allocation percentage and saw an increase in total shares held by changed_holdings data? Wait no - let's recheck.
Actually, the reduction was observed across several large-cap tech stocks like Apple Computer Inc (AAPL) (-1.06%), Microsoft Corp (MSFT) (-1.34%), and Alphabet Inc Cl C (Google Cl C) (GOOG) (-1.12%). Also notable were decreases in positions held by T J X Cos Inc (TJX), Goldman Sachs Group Inc (GS), and Medtronic Inc (MDT). While the exact changes for these stocks are not highlighted as 'changed_holdings' increases, their share reductions or percentage declines indicate active management.
Furthermore, Delta Financial Advisors Llc exited positions in certain funds during this quarter. The investor's holdings list shows a portfolio_percentage_allocation of 0% for Vanguard Msci Eafe ETF (VEA) and Pimco Corporate & Income Oppty Fd (PTY), indicating these assets are no longer part of the portfolio as of June 30, 2026.