# EDGAR Filing Document

**Accession Number:** 0001790295
**File Stem:** 0001172661-23-000391
**Filing Date:** 2023-2
**Character Count:** 14564
**Document Hash:** 4898bd23a298ada481452ab33cc9c16a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000391.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001172661-23-000391

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DELTA FINANCIAL ADVISORS LLC
- **CENTRAL INDEX KEY:** 0001790295
- **IRS NUMBER:** 020630347
- **STATE OF INCORPORATION:** LA

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19599
- **FILM NUMBER:** 23576349

**BUSINESS ADDRESS:**
- **STREET 1:** 701 POYDRAS STREET
- **STREET 2:** SUITE 350
- **CITY:** NEW ORLEANS
- **STATE:** LA
- **ZIP:** 70139
- **BUSINESS PHONE:** 5045229019

**MAIL ADDRESS:**
- **STREET 1:** 701 POYDRAS STREET
- **STREET 2:** SUITE 350
- **CITY:** NEW ORLEANS
- **STATE:** LA
- **ZIP:** 70139

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** DELTA FINANCIAL ADVISORS LLC<br>**Address:** 701 Poydras Street<br>Suite 350<br>New Orleans, LA 70139

**Form 13F File Number:** 028-19599

**CRD Number (if applicable):** 000122092

**SEC File Number (if applicable):** 801-61891

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John T. Egnatchik<br>**Title:** Operations Manager<br>**Phone:** 504-522-9019

**Signature, Place, and Date of Signing:**

/s/ John T. Egnatchik  New Orleans, LA  02-01-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 112

**Form 13F Information Table Value Total:** $206202134

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 1405285 | 11719 | SH |  | SOLE |  | 11311 | 0 | 408 |
| ABBOTT LABS | COM | 002824100 |  | 1812947 | 16513 | SH |  | SOLE |  | 16137 | 0 | 376 |
| ABBVIE INC | COM | 00287Y109 |  | 366693 | 2269 | SH |  | SOLE |  | 2231 | 0 | 38 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 |  | 204501 | 2671 | SH |  | SOLE |  | 2571 | 0 | 100 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 274945 | 817 | SH |  | SOLE |  | 817 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 2693953 | 37447 | SH |  | SOLE |  | 36224 | 0 | 1223 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 2269262 | 7362 | SH |  | SOLE |  | 7036 | 0 | 326 |
| ALBEMARLE CORP | COM | 012653101 |  | 941719 | 4343 | SH |  | SOLE |  | 4343 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4048129 | 45623 | SH |  | SOLE |  | 43843 | 0 | 1780 |
| AMAZON COM INC | COM | 023135106 |  | 1503096 | 17894 | SH |  | SOLE |  | 16854 | 0 | 1040 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 355956 | 1680 | SH |  | SOLE |  | 1670 | 0 | 10 |
| AMGEN INC | COM | 031162100 |  | 2535740 | 9655 | SH |  | SOLE |  | 9405 | 0 | 250 |
| APPLE INC | COM | 037833100 |  | 9499873 | 73115 | SH |  | SOLE |  | 70547 | 0 | 2568 |
| APPLIED MATLS INC | COM | 038222105 |  | 3659783 | 37582 | SH |  | SOLE |  | 36585 | 0 | 997 |
| AT INC | COM | 00206R102 |  | 457034 | 24825 | SH |  | SOLE |  | 23595 | 0 | 1230 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 877449 | 7829 | SH |  | SOLE |  | 7694 | 0 | 135 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 3740418 | 15659 | SH |  | SOLE |  | 15393 | 0 | 266 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 2218043 | 48727 | SH |  | SOLE |  | 47820 | 0 | 907 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 1991099 | 7830 | SH |  | SOLE |  | 7643 | 0 | 187 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3406240 | 11027 | SH |  | SOLE |  | 10797 | 0 | 230 |
| BLACKROCK INC | COM | 09247X101 |  | 2819534 | 3979 | SH |  | SOLE |  | 3899 | 0 | 80 |
| BOEING CO | COM | 097023105 |  | 648424 | 3404 | SH |  | SOLE |  | 3404 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1878723 | 26112 | SH |  | SOLE |  | 25526 | 0 | 586 |
| BROADCOM INC | COM | 11135F101 |  | 415940 | 744 | SH |  | SOLE |  | 744 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 1210499 | 29345 | SH |  | SOLE |  | 28866 | 0 | 479 |
| CBRE GROUP INC | CL A | 12504L109 |  | 1058354 | 13752 | SH |  | SOLE |  | 13102 | 0 | 650 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 258964 | 8635 | SH |  | SOLE |  | 8635 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2847349 | 15864 | SH |  | SOLE |  | 15467 | 0 | 397 |
| CHUBB LIMITED | COM | H1467J104 |  | 1317864 | 5974 | SH |  | SOLE |  | 5838 | 0 | 136 |
| CIGNA CORP NEW | COM | 125523100 |  | 1204373 | 3635 | SH |  | SOLE |  | 3581 | 0 | 54 |
| CISCO SYS INC | COM | 17275R102 |  | 409034 | 8586 | SH |  | SOLE |  | 8386 | 0 | 200 |
| COCA COLA CO | COM | 191216100 |  | 837856 | 13172 | SH |  | SOLE |  | 13062 | 0 | 110 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 1113658 | 19473 | SH |  | SOLE |  | 19163 | 0 | 310 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 387048 | 4912 | SH |  | SOLE |  | 4842 | 0 | 70 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1580374 | 13393 | SH |  | SOLE |  | 13043 | 0 | 350 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 901302 | 3889 | SH |  | SOLE |  | 3807 | 0 | 82 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1799354 | 3942 | SH |  | SOLE |  | 3800 | 0 | 142 |
| CUMMINS INC | COM | 231021106 |  | 1500883 | 6195 | SH |  | SOLE |  | 6045 | 0 | 150 |
| CVS HEALTH CORP | COM | 126650100 |  | 3012463 | 32326 | SH |  | SOLE |  | 31996 | 0 | 330 |
| DAVITA INC | COM | 23918K108 |  | 444660 | 5955 | SH |  | SOLE |  | 5635 | 0 | 320 |
| DISNEY WALT CO | COM | 254687106 |  | 1021273 | 11755 | SH |  | SOLE |  | 11263 | 0 | 492 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 933385 | 9063 | SH |  | SOLE |  | 8808 | 0 | 255 |
| EMERSON ELEC CO | COM | 291011104 |  | 1392930 | 14501 | SH |  | SOLE |  | 14123 | 0 | 378 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 2571938 | 22862 | SH |  | SOLE |  | 22387 | 0 | 475 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 2499533 | 24052 | SH |  | SOLE |  | 23397 | 0 | 655 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2389528 | 21664 | SH |  | SOLE |  | 20878 | 0 | 786 |
| FEDEX CORP | COM | 31428X106 |  | 1164971 | 6726 | SH |  | SOLE |  | 6602 | 0 | 124 |
| GENERAL MLS INC | COM | 370334104 |  | 656564 | 7830 | SH |  | SOLE |  | 7830 | 0 | 0 |
| GENUINE PARTS CO | COM | 372460105 |  | 2116651 | 12199 | SH |  | SOLE |  | 11942 | 0 | 257 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 2491077 | 7255 | SH |  | SOLE |  | 7090 | 0 | 165 |
| HOME DEPOT INC | COM | 437076102 |  | 563494 | 1784 | SH |  | SOLE |  | 1784 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 202998 | 880 | SH |  | SOLE |  | 880 | 0 | 0 |
| IAC INC | COM NEW | 44891N208 |  | 206295 | 4646 | SH |  | SOLE |  | 4437 | 0 | 209 |
| INTEL CORP | COM | 458140100 |  | 1395439 | 52798 | SH |  | SOLE |  | 51549 | 0 | 1249 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2898019 | 83782 | SH |  | SOLE |  | 81300 | 0 | 2482 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1738160 | 18366 | SH |  | SOLE |  | 18332 | 0 | 34 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 502683 | 5183 | SH |  | SOLE |  | 4917 | 0 | 266 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 4978964 | 75853 | SH |  | SOLE |  | 75853 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 297326 | 774 | SH |  | SOLE |  | 441 | 0 | 333 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2424872 | 10025 | SH |  | SOLE |  | 9997 | 0 | 28 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4511067 | 25537 | SH |  | SOLE |  | 24978 | 0 | 559 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1850028 | 13796 | SH |  | SOLE |  | 13476 | 0 | 320 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 550899 | 30470 | SH |  | SOLE |  | 28960 | 0 | 1510 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 202286 | 1400 | SH |  | SOLE |  | 1400 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 218921 | 450 | SH |  | SOLE |  | 450 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 2616148 | 13131 | SH |  | SOLE |  | 12981 | 0 | 150 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 397142 | 9572 | SH |  | SOLE |  | 9121 | 0 | 451 |
| MCDONALDS CORP | COM | 580135101 |  | 1444671 | 5482 | SH |  | SOLE |  | 5352 | 0 | 130 |
| MERCK  CO INC | COM | 58933Y105 |  | 767996 | 6922 | SH |  | SOLE |  | 6822 | 0 | 100 |
| META PLATFORMS INC | CL A | 30303M102 |  | 491469 | 4084 | SH |  | SOLE |  | 3754 | 0 | 330 |
| MICROSOFT CORP | COM | 594918104 |  | 7314994 | 30502 | SH |  | SOLE |  | 29865 | 0 | 637 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 1006771 | 9916 | SH |  | SOLE |  | 9916 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 3899499 | 33326 | SH |  | SOLE |  | 32939 | 0 | 387 |
| NUCOR CORP | COM | 670346105 |  | 4380038 | 33230 | SH |  | SOLE |  | 32603 | 0 | 627 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1174822 | 8039 | SH |  | SOLE |  | 8039 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 1583355 | 19411 | SH |  | SOLE |  | 19206 | 0 | 205 |
| ORACLE CORP | COM | 68389X105 |  | 2838468 | 34726 | SH |  | SOLE |  | 33791 | 0 | 935 |
| PEPSICO INC | COM | 713448108 |  | 3075488 | 17024 | SH |  | SOLE |  | 16594 | 0 | 430 |
| PFIZER INC | COM | 717081103 |  | 2395462 | 46750 | SH |  | SOLE |  | 44415 | 0 | 2335 |
| PHILLIPS 66 | COM | 718546104 |  | 958402 | 9208 | SH |  | SOLE |  | 9033 | 0 | 175 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 1388316 | 8790 | SH |  | SOLE |  | 8675 | 0 | 115 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 906326 | 8310 | SH |  | SOLE |  | 8105 | 0 | 205 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 4781762 | 31550 | SH |  | SOLE |  | 30950 | 0 | 600 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 2601573 | 25779 | SH |  | SOLE |  | 24772 | 0 | 1007 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 977619 | 1355 | SH |  | SOLE |  | 1310 | 0 | 45 |
| SALESFORCE INC | COM | 79466L302 |  | 235347 | 1775 | SH |  | SOLE |  | 1695 | 0 | 80 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 389742 | 4681 | SH |  | SOLE |  | 4681 | 0 | 0 |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 |  | 289483 | 3795 | SH |  | SOLE |  | 3745 | 0 | 50 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 464754 | 13803 | SH |  | SOLE |  | 13017 | 0 | 786 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 15964307 | 41744 | SH |  | SOLE |  | 41605 | 0 | 139 |
| STARBUCKS CORP | COM | 855244109 |  | 1976722 | 19927 | SH |  | SOLE |  | 18504 | 0 | 1423 |
| TESLA INC | COM | 88160R101 |  | 246237 | 1999 | SH |  | SOLE |  | 1899 | 0 | 100 |
| TJX COS INC NEW | COM | 872540109 |  | 5000006 | 62814 | SH |  | SOLE |  | 61566 | 0 | 1248 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 1894360 | 29252 | SH |  | SOLE |  | 28672 | 0 | 580 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 306986 | 4945 | SH |  | SOLE |  | 4705 | 0 | 240 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 2307894 | 12309 | SH |  | SOLE |  | 11879 | 0 | 430 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 322798 | 6411 | SH |  | SOLE |  | 6411 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 448835 | 2582 | SH |  | SOLE |  | 2552 | 0 | 30 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1654299 | 3120 | SH |  | SOLE |  | 3074 | 0 | 46 |
| V F CORP | COM | 918204108 |  | 411219 | 14894 | SH |  | SOLE |  | 14283 | 0 | 611 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 807830 | 10731 | SH |  | SOLE |  | 9666 | 0 | 1065 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 912952 | 4974 | SH |  | SOLE |  | 4841 | 0 | 133 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 873817 | 4287 | SH |  | SOLE |  | 4129 | 0 | 158 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 400444 | 2299 | SH |  | SOLE |  | 2175 | 0 | 124 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1844183 | 47311 | SH |  | SOLE |  | 46914 | 0 | 397 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1252757 | 29849 | SH |  | SOLE |  | 29416 | 0 | 433 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 3567359 | 32967 | SH |  | SOLE |  | 32967 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 626076 | 15890 | SH |  | SOLE |  | 15339 | 0 | 551 |
| VISA INC | COM CL A | 92826C839 |  | 5590707 | 26909 | SH |  | SOLE |  | 26327 | 0 | 582 |
| VMWARE INC | CL A COM | 928563402 |  | 747977 | 6093 | SH |  | SOLE |  | 5943 | 0 | 150 |
| WALMART INC | COM | 931142103 |  | 2609812 | 18406 | SH |  | SOLE |  | 17714 | 0 | 692 |
| WHIRLPOOL CORP | COM | 963320106 |  | 366788 | 2593 | SH |  | SOLE |  | 2408 | 0 | 185 |

---