Davis Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Salem, NH
CIK
0002104502
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
72
120,340
IVV, IUSB, IEMG, FBND
13F-HR
5/14/2026
000121465926006214
Q4 2025
69
120,200
IVV, IEMG, IUSB, DYNF
13F-HR
2/17/2026
000121465926001926