Davis Wealth Advisors, LLC

Q4 2025 13F Detailed Holdings

Location
Salem, NH
Holdings as of
12/31/2025
Value ($000)
$120,200
Num holdings
69
Date filed
2/17/2026
Form type
13F-HR
Prev filing
Next filing
5/14/2026
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None