David Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Fairfax, VA
CIK
0002042337
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 49 119,540 DFAC, DFAX, DFSD, DFUS 13F-HR 4/16/2025 000117266125001498
Q4 2024 48 121,073 DFAC, DFAX, DFSD, DFUS 13F-HR 1/29/2025 000117266125000402