Davis Wealth Advisors, LLC

Q2 2025 13F Holdings

Location
Salem, NH
Holdings as of
6/30/2025
Value ($000)
$94,210
Num holdings
65
Date filed
9/14/2026
Form type
13F-HR
Prev filing
9/14/2026
Next filing
9/1/2026
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