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Davis Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    salem, NH
  • CIK
    0002104502
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

72

$120.34M
IVV, IUSB, IEMG, FBND
13F-HR
May 14, 2026
000121465926006214

69

$120.2M
IVV, IEMG, IUSB, DYNF
13F-HR
Feb 17, 2026
000121465926001926
Davis Wealth Advisors, Llc 13F Filings