Davis Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location salem, NHCIK 0002104502All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
69 | $120.2M | IVV, IEMG, IUSB, DYNF | 13F-HR | Feb 17, 2026 | 000121465926001926 |