Davis Wealth Advisors, LLC

Q3 2025 13F Holdings

Location
Salem, NH
Holdings as of
9/30/2025
Value ($000)
$111,376
Num holdings
70
Date filed
9/1/2026
Form type
13F-HR
Prev filing
Next filing
2/17/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type